Who Do We Serve?

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....

Let’s Trade!

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...