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How to Fund a Roth IRA Even If Your Income Is High
A Roth IRA is one of the most powerful tools for tax-free retirement growth. However, high earners are often phased out of direct...
May 52 min read


The HSA: A Triple Tax-Free Asset and Secret Retirement Tool
Most taxpayers don’t realize there's a powerful, IRS-approved tool sitting in plain sight that can reduce taxes and build long-term...
Apr 222 min read


With New Clients, We Start on the Balance Sheet
Your income statement is lying to you. That might sound dramatic, but it’s true more often than you’d think. When we take on a new...
Apr 73 min read


Why Are Math Errors on Tax Returns Increasing, and What Does It Mean for You?
Tax return errors aren’t new, but the number of automatic corrections made by the IRS has skyrocketed in recent years. Why is this...
Feb 243 min read


The Power of $1: A Strategic Approach to Winning Tax DisputesIntroduction
Can a single dollar alter the outcome of a tax dispute? While it may seem improbable, the strategic use of a "Qualified Offer" has proven...
Feb 33 min read


Tax Year 2024: Major Changes and What to Expect in 2025
As the 2024 tax year ends, it’s clear that businesses face evolving challenges and opportunities. Let’s explore the key developments that...
Jan 202 min read
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