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Frustration

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...

Time to go

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...

Timeliness

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,...

Quarterly Metric Meeting

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...

Schedule A Audit

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...

W-9

With a quarter of the year remaining, now is the time to look towards the year end for tax issues and year end planning. First businesses should be making sure that they have valid up to date W-9’s for all of the Independent Contractors that they utilize.  I am also...

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