Yet again, we had a client who recently came on board and ran into a problem from a prior year. It turns out that their previous bookkeeper made changes to the 2021 books. So when the CPAs filed for 2022, the beginning balances didn’t match. NO! That cannot happen! Fortunately, we had been in this...
Jeff Belingheri and his team have an amazing ability to talk “business.” They are skilled, strategic, and thorough – top-notch quality CPAs. But perhaps most impressively, they are easy to talk to – they understand business. Jeff and his staff have expertise in various investments, ownership transitions, and other unique tax situations. As a result, they...
If you haven’t already, be sure to contact your CPA now! You’ll want to provide them with your actual financials through November and your projection of what will happen in December. In addition, be sure to include information about any assets you purchased during the year. Armed with this information, your CPA should be able...
If you haven’t already, you will want to book a check-in with your CPA to review your 2022 performance and see the tax implications. To have a complete conversation, you will need to be sure that your books are up-to-date and accurate. So review your books thoroughly before the call. Make sure things look accurate...