• Beneficial Ownership Information (BOI)

    Something new for this year:
    This year, all LLCs must file "Beneficial Ownership Information" with the Financial Crimes Enforcement Network. This information is used to prevent money laundering and other illegal shell company activities.

    Click here for directions on the BOI application process.

    Click here for additional info on BOI.

  • IRS Agent Update

    The Internal Revenue Service announced a major policy change in July 2023 that ends most unannounced visits to taxpayers by agency revenue officers (ROs) to reduce public confusion and enhance overall safety measures for taxpayers and employees.
    Here’s what you need to know as a taxpayer.

  • Tips from the IRS on choosing a tax preparer

    Most tax return preparers provide honest, quality service…but there are some bad apples out there, from unethical preparers to outright scammers. When hiring an individual or firm to prepare your tax return, you need to understand how to choose a tax preparer and what questions to ask. This guide from the IRS will help you with exactly that.

  • Basics for Starting a Business

    This article from the IRS provides links to basic federal tax information for people who are starting a business, as well as information to assist in making basic business decisions. However, this information should not be construed as all-inclusive. For the best business outcomes, meet with a CPA who has a background in business taxes.

  • Tax Filing Timeline & Checklist

    This custom Tax Filing Timeline & Checklist from The Diligent CPA will make it a breeze gather your tax documents and file on time with ease.

  • S-Corp Tax Filing Checklist

    If you’ve incorporated as an S-Corp, you have more in-depth filing responsibilities at tax time. This comprehensive checklist will help you check all of those boxes.