Tips for individual taxpayers to make filing easier To speed refunds and help with their tax filing, the IRS urges people to follow these simple steps: 1. … [Read more...]
Tips for a Successful Remote Audit
December 16, 2025 by Kari Steinbeisser
Thinking of having your audit done remotely? Here are some tips for a successful (remote) audit: Maintain strong cybersecurity. Appoint an on-site … [Read more...]
Items Your Auditor Looks for During Your First Meeting of the Year
December 14, 2025 by Justin McGraw
The first meeting of the year is the best time to make important annual designations and ensure your city council, board of commissioners, or board of education … [Read more...]
Outsourced Accounting Services for Governmental Entities
December 13, 2025
Finance and accounting outsourcing is a growing trend among governmental entities, providing a cost-effective way for organizations to improve the finance and … [Read more...]
How To Avoid Common Errors in a Business Valuation
August 14, 2025 by David Corneil
The costliness of errors in a business valuation is one reason our team members spend hours to earn their Certified Valuation Analyst credentials so that errors … [Read more...]
What Are Two Different Types of Business Valuations?
August 14, 2025 by Jim Rudnick
A detailed valuation report must meet two tests: it must reach a supportable conclusion and it must clearly and convincingly establish how the conclusion was … [Read more...]
Questions to Ask When Considering Outsourcing Your Accounting
February 24, 2025
Our Director of Business Advisory Services Discusses Outsourced Accounting Services Outsourcing your accounting needs allows you and your staff to make better … [Read more...]
Tax Planning: Now More Important Than Ever
November 20, 2023 by Jennifer Lownsbury
Thankfully it’s not too late to try and minimize your taxes for 2023. If you haven’t scheduled a tax planning session, now is a great time to do so. Here's how … [Read more...]
Year-End Tax Planning Tips for Your Business
November 20, 2023 by Thomas Stoeckman
As 2023 winds down, here are some ideas to help you prepare for filing your upcoming tax return: Informational returns. Identify all vendors who require a … [Read more...]
2024 Social Security Changes
November 14, 2023
For any questions about the Social Security benefit changes, please contact our CDS experts at (888) 388-1040. … [Read more...]
