Year-End Tax Checklist for Business Owners

tax prep

As the year comes to a close, business owners should focus on key financial tasks to ensure they’re fully prepared for the upcoming tax season. Addressing these tasks not only streamlines the tax filing process but also helps to maximize deductions and avoid penalties. Working with an experienced accounting firm is one of the best…

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Navigating the 2023 Tax Landscape: Changes, Deadlines, and More

2023 tax planning

As the new year unfolds, taxpayers are gearing up for the annual ritual of filing their taxes. The landscape of tax laws is ever-evolving, and 2023 brings its own set of changes, deadlines, and details that individuals and businesses need to be aware of. From adjustments in tax brackets to modified filing deadlines, here’s a…

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Case Law Update Bathke v. Costley: Equitable Distribution and Hypothetical Sale of Assets with Tax Consequences

case law update

The recent case of Bathke v. Costley gave the Florida Court of Appeals, Fifth District, the opportunity to reexamine equitable distribution of marital assets and liabilities when it comes to a potential or hypothetical sale of entities that would incur capital gain taxes. In this case, Benjamin M. Bathke (“Husband”) and Mary Elizabeth Costley (“Wife”)…

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Overwhelmed IRS Braces for 2022 Tax Season

tax season

The pandemic has hit the IRS hard over the last couple of years. From budget cuts to staff shortages, the 2020 and 2021 backlog of returns means that the IRS will face a major uphill battle this tax season. According to the National Taxpayer Advocate’s report to Congress, there are massive processing issues happening. Erin…

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Properly Preparing for the 2021 Tax Season

2021 tax season

While the pandemic still carries on, Tax Day in the United States has return to its traditional deadline of April 15th. Those who remember filing federal income taxes later last year (it was pushed to July 15th in 2020) will need to prepare accordingly. Like in all other years past, tax returns must be postmarked…

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Are You Ready to File Your 2019 Taxes?

tax season

Tax season is just a couple of weeks away and that means that it is time for taxpayers to start preparing. The Internal Revenue Service (IRS) has officially announced that come Monday, January 27, 2020, they will be ready to process 2019 tax returns. Tax filers must file by the April 15th deadline and should…

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The Value of Tax Planning for a New Business

Tax Planning

Over 600,000 new businesses are formed each and every year. Whether financed with personal funds, bank loans, or even borrowing from family and friends, starting a business is no easy feat. The success of new businesses varies significantly with fluctuations in the economy, but there are certain inevitabilities that remain. From raising money to developing…

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Why Would I Need IRS Representation?

IRS

No business owner wants to receive an IRS audit letter. From panic to fear, IRS audits elicit an immediate reaction from even the most by-the-book business owners. The harsh reality is that anyone can receive an IRS audit letter, regardless of how comprehensive the business’s accounting, bookkeeping, tax planning, and tax preparation may be. Whether…

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