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Is Accounting Your Calling?

June 17, 2015

So you’ve always liked numbers and you aced your first accounting class in college. The thought of becoming an accountant had to have crossed your mind. Indeed, accounting is one of the most stable professionals, and can be highly lucrative if you can set yourself aside from the pack. But before you can fly you […]

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Basics of Accounting

June 4, 2015

Cash is King A cash flow statement is one of the most important financial statements reported by a business or nonprofit. Essentially, a cash flow statement will show a company’s use and source of cash during a period of time equivalent to a company’s income statement. It will show the company’s reasons for changes in […]

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Saving Money as a Millennial

May 25, 2015

Although every decade of life has its major expenses, it seems that the 20’s and 30’s hits the bank the hardest. Young people are forced to make major purchases—house, car, wedding, grad schools, student loans—usually on meager incomes. It can be very difficult to make the grade while building up a sold reservoir of capital […]

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Tips for Staying Under the Radar of the IRS

May 13, 2015

Mathematically speaking, it is unlikely that you will be audited by the IRS. Only 1% of all tax returns are audited annually. Moreover, budget cuts in 2014 suggest that the frequency of IRS audits will decrease. Regardless, being audited by the IRS can be an unpleasant, tedious process. Below are a few tips to help […]

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Tax Credits for Home Improvements

April 25, 2015

The IRS tax code is a labyrinth out of which no one can escape without a guide. We are that guide. Many homeowners are unaware that they’re entitled to various tax credits associated with home improvements. This can be exciting news for homeowners, who realize they can put money in their pocket while simultaneously increasing […]

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Income Exclusion for Expatriates

April 15, 2015

Kathleen M. Egan CPA offers a wide array of financial solutions for residents of the phoenix metropolitan area. Kathleen M. Egan CPA offers income exclusion services for expatriates reporting foreign incomes. Many are not aware that an American living abroad can exclude up to $95,000 dollars on income taxes for that year. Moreover, married couples […]

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Benefits of Outsourcing Your Small Company’s Payroll

March 26, 2015

Benefits of Outsourcing Your Small Company’s Payroll Small businesses may find that outsourcing their payrolls is a cost-effective, easy, and safe way to meet their obligations to their staffs. Several factors come into play when considering if outsourcing is in your business’s best interest. The cost of outsourcing payrolls is a primary concern. Companies with […]

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Tax Season Primer

March 14, 2015

Tax Season Primer As the New Year begins, tax season is not far off. It’s time to start organizing your tax documents in preparation for completing the tax forms that are necessary for you. Here is a sampling of the most common tax forms that individuals and married couples need to complete their returns. Form […]

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Simple Year End Tax Strategies Worth Considering

February 26, 2015

Simple Year End Tax Strategies Worth Considering There are many end-of-the-year tax strategies that individuals and corporations may wish to consider as a way to save money. In fact, there are many easy ways to reduce the tax burden when it comes to year-end planning and preparation. For example, donating to charity as the end […]

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Essential Tax Strategy Tips For High Net Worth Individuals

February 13, 2015

Essential Tax Strategy Tips For High Net Worth Individuals Having a high net worth can change the overall tax strategy considerations that one should take into account. For example, one of the most basic ways of better leveraging a high net worth is to consider converting from a traditional type IRA to a Roth IRA. […]

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Tax Organizer Download

Prepare for your 2016 taxes with our handy tax organizer. You’ll have all of your tax-related information documented in one location so you’re ready for your tax appointment.