I’ve had plenty of clients over the years come to me in a terrible position with their taxes because they trusted the wrong person’s advice or fell prey to a scam… or both. In fact, the third most commonly reported fraud is tax refund fraud, and every year...
Remember that frantic scramble to file your taxes on April 15th? Procrastination happens, especially with taxes.But a rushed job often leads to a botched job. Why? Because there’s no time to double check to make sure everything is right. Small mistakes can be a big...
One thing you don’t really want showing up in your Westchester County mailbox (besides all of those dental office and windows installation ads) is a collection notice from the IRS.And, for two years, you had a reprieve thanks to the IRS halting many of their...
At the foundation of retirement planning is the question, “What does retirement look like for this owner?” Succession planning enables the transition of leadership roles to support the ongoing operations of a business. Business owners should be thinking about their...
Picture this: You’ve been dabbling in cryptocurrency – Bitcoin, Ethereum, maybe even a few of those meme coins. You’ve made some decent trades, seen some gains. Life is good. But there’s that nagging feeling in the back of your mind – did you handle the...
