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The Simple Question that Resulted in a $40,000 Refund

The Simple Question that Resulted in a $40,000 Refund

A client who owns multiple related business entities recently came to me with a simple question. “We’ve got a bunch of loans on the books between our companies,” he said. “How do I pay these back?”“That’s easy,” I said. “You look at the outstanding loan amount that’s...
The Tax Credit that Most CPAs Never Mention

The Tax Credit that Most CPAs Never Mention

I knew he had been overpaying…When I first met one of my clients, a software developer, he was complaining about how much income tax he had been paying. But since the person who had been preparing his taxes wasn’t “just” a CPA—she was a Director on the...