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Tax Return Checklist

Below is a list of common types of income and expenses along with the document or other information you would typically provide to us. You can use this list as a guide; there is even a space to check off what you are providing....
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Sales Tax Impact of South Dakota vs. Wayfair

Prepared by Brandon McCafferty, JD/MBA – Senior Tax Manager On June 21, 2018, the US Supreme Court issued a decision that will drastically increase the power of...
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Year-End Tax Planning

Prepared by Jarrett Prince, CPA – Staff Accountant As another year comes to a close, it is time to start thinking about year-end tax planning. This...
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The Holiday Checklist for Businesses

Prepared by Lindsey Little, CPA – Manager It’s that time of year again – the Thanksgiving grocery lists are getting written, children are starting their Santa wish-lists, and retail...
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Ten Tax Considerations for Those Working in the Shared Economy

Prepared by Susan Clifford, CPA – Principal As 2018 draws to a close and the 2019 tax filing season approaches, there is a lot of talk about the new tax regulations (officially called the Tax Cuts and Jobs Act).  If you are working in...
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Cryptocurrency – Taxation Not So Cryptic

Prepared by Jonathan Kim, CPA – Senior Accountant Virtual currency, also known as cryptocurrency, has gained quite a lot of attention as of late, given Bitcoin’s astronomical...
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Section 199A Business Deduction

Prepared by Joel Stettler, CPA– Tax Manager The Tax Cuts and Jobs Act of 2017 made sweeping changes to our tax code, most of which take...
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Rules and Exceptions for Early Distributions from Retirement Plans

Prepared by Susan Clifford, CPA – Principal While we all realize that we should be saving for retirement, some of us are reluctant to do so...
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Social Security Wage Base Increases for 2019

Prepared by Danielle Williams– Staff Accountant Previously the maximum earnings subject to the Social Security (SS) portion of FICA was $128,400. Meaning that in 2018 and...
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