by Leif Jensen | Oct 16, 2017 | General |
I am working with a client that will be closing its business down because they did not follow all of the necessary rules and closing the company is easier than dealing with the resulting consequences according to their attorney. They already have a new company...
by Leif Jensen | Oct 11, 2017 | General |
During a meeting a client was sharing their spouse’s situation. Their company had been small for a long time and make really good money. Then the decision was made to go bigger. They made the infrastructure changes and bulked up the support staff in...
by Leif Jensen | Oct 10, 2017 | General |
I was having lunch with someone I have done business with before. They had been able to assist where those who were supposed to help me would not. So I was surprised when he had left the company, because it was not for another position with another company. When we...
by Leif Jensen | Oct 9, 2017 | General |
This year some of our clients have been taking longer to get us their information. This is not a good trend; we only have so much capacity beyond our existing monthly work. Not to mention this is when some of us take our vacations. At the beginning of August,...
by Leif Jensen | Oct 4, 2017 | General |
A client’s business has been going through a bit of a transition lately. So we pulled together a monthly and annual listing of their data going back four years; this was to ease the monthly comparison for longer term trends and the annual was just for more basic...
by Leif Jensen | Oct 3, 2017 | General |
A client recently received an audit letter. The IRS apparently did not like the fact that they were able to deduct medical expenses. Now the letter stated that they were also looking into their charitable deduction and mortgage interest. But the IRS receives...
