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Learn how to optimize your tax strategy with key tips and insights from our in-house tax expert and founder, Cheri Turner, MBA, EA, CPA.

Your Monthly Guide to Tax Preparation
2024-01-24 20:49 Your Monthly Guide to Tax Preparation    As a taxpayer, you have legal responsibilities to file your taxes on time and accurately. As a tax client, you have responsibilities to share necessary infor...
4 Reasons Why You Should Opt for a Boutique Tax Firm
2023-05-18 19:16 4 Reasons Why You Should Opt for a Boutique Tax Firm   Clients pick tax strategy and preparation firms for different reasons. If you are a large, multinational C Corporation that is publicly traded,...
Top Three Tax Mistakes That Can Cost You Thousands
2023-02-09 15:57 Top Three Tax Mistakes That Can Cost You Thousands   Taxes are complicated. There is a lot of room for interpretation and for error. In my experience as a tax professional, I’ve seen the various typ...
Why Tax Preparation is Strategic
2023-01-03 10:00 Why Tax Preparation is Strategic   Potential clients tell me far too often that they aren’t really getting strategic thinking from their current tax professionals. I typically ask them some question...