The 2014 tax season is upon us and there’s nothing more exciting than meeting with clients! This is our chance to share our knowledge, help them understand the tax filing process, and discuss future tax planning strategies for their specific needs. Also we get to catch up kids, grandkids, vacations, etc!
Overview of Tax Return Preparer Requirements The chart below provides an overview of the various categories of individuals who may prepare federal tax returns for compensation. Category PTIN Tax Compliance Check Background Check IRS Test Continuing Education Practice Rights Enrolled Agents* Yes Yes Proposals Pending Yes (Special Enrollment Exam) 72 hours every 3 years […]
We have recently acquired the clients of Darrell’s Accounting and Tax in Montevallo. We are very excited about this new adventure and look forward to meeting and working with Mr. Darrell Lilly’s clients. Mr. Lilly suddenly passed away a few weeks ago and we are working deligently to notify all of his clients of the […]
Check out the link to hear about my conversation with a new client yesterday. If you have had a similar situation, please give us a call. http://youtu.be/kjldQoOQhj0
Click on the link below to learn about the IRS announcement for the tax return filing season in 2014. http://youtu.be/_nscmEvPqjU
12/18/2013 We are excited to have our new website and be able to share information with you. We are going to be trying to post information as we feel it is important to you and also use some video messages. Please let me know what you think and what you would like to see.