Books Blog / Filing Taxes

3 Tips to Make Tax Preparation a Breeze with Your CPA

4 MIN READ Tax season is here, and advisors are starting to take a more detailed look at their books in preparation for filing and sending financial statements to their tax...

5 Bookkeeping Items to Double-Check Before Finalizing Your Tax Return

3 MIN READ Getting ready to finalize your tax return? STOP! Before you call it done, double-check these five things to make sure your return is really ready to be filed. #1. Are...

10 Changes to the Tax Law That Could Affect Your 2018 Tax Return

5 MIN READ The Tax Cuts and Jobs Act (TCJA)—the largest piece of tax reform legislation in more than 30 years—went into effect on January 1, 2018, enacting sweeping changes that...