- Our Team
January 4, 2017
IRS Steps in Against Identity Theft
By: Heather R Cunningham Over the past several years, tax-related identify and refund fraud has become much more prevalent. Identity thieves file tax returns using stolen social security numbers and claim false refunds. They often file electronically and early in the year before the IRS is able to verify the information being submitted, and before […]
March 19, 2015
Financial Records Retention: What Should You Keep?
Maintaining accurate financial records is often a daunting task, yet it is extremely important. Every business or individual should have a good records retention policy. Our clients often ask us: What documents must you keep? How long do you keep these documents? How do the rules differ between IRS, federal and state? What documents do […]