Tag - #taxprofessional

Marriage June 1, 2018

Hi Folks, As I was reviewing the newsletter that you received yesterday, it prompted the topic for my weekly email. The question in the newsletter was from an unsolicited call I received from folks that found me on Google. She was worried about her soon to be husband’s tax issues (it always seems to be the guy that has the problems). They came in, we got him compliant and filed all his past due tax returns. He owed on some and [...]

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Always Traveling….and Jeff’s big ask!

Hi Folks, As most of you know, after tax season and a few days of well-deserved R&R I traveled to DC for IRS meetings. I then left for San Antonia and Georgia to teach at two affiliates of the National Association of Enrolled Agents (NAEA)and then it was off to LA for business meetings. I’m traveling to Louisiana, Atlanta, San Antonio (again), Orlando, Washington State, and Mississippi and that gets me through July 6th. Ali and I have a cruise booked [...]

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