by Jamie E O'Kane, CPA | Oct 23, 2017 | General Business
When people see our package of services they sometimes comment that they don’t need the “royal treatment” or will call us when they are a “big wig.” I understand what we offer seems like a lot when comparing our services to other accountants who just do tax returns....
by Jamie E O'Kane, CPA | Aug 10, 2017 | General Business
I would like to introduce Matthew T. McClintock, JD brilliant lawyer and, I am told, a pretty great poker player. Matt specializes in the legal aspects of estate planning and is my go to business law source. Matt takes the same collaborative approach we do to client...
by Jamie E O'Kane, CPA | Aug 3, 2017 | General Business
If I could give every business owner a handy little checklist for people they need in their life this is what it would look like! One: Someone who knows the ins and outs of business law and will be in your corner. It is extremely beneficial to have a...
by Jamie E O'Kane, CPA | Jul 6, 2017 | Barter, General Business
Often, I find barter transactions in a client’s books by accident. This prompts a conversation about what the tax implications of the services being provided and received looks like. I imagine the initial barter conversation goes like this: Small Business Owner #1...
by Jamie E O'Kane, CPA | May 31, 2017 | General Business
As with any field there is a range of expertise and business models when it comes to tax professionals. I want to talk about the difference between the traditional model tax preparers versus the more collaborative (value-added) tax advisors. I have experience working...
