by Nanette Duffey | Mar 6, 2023 | Insights, Taxes
Have you ever heard your CPA mention a “tax transcript”? Do you find yourself momentarily reminiscing about your college days, wondering how a “transcript” will benefit you? The quick answer is that a tax transcript is a tax record, either physical or virtual, of your...
by Nanette Duffey | Feb 13, 2023 | Financial Partners, Insights, Taxes
Who can move mountains of papers with just the push of a button? Who enjoys opening those perforated, tear-apart tax mailers? Who thinks a blank tax planner is like going on a giant scavenger hunt? These are just some of the many talents and skills that allow a...
by Nanette Duffey | Feb 7, 2022 | Insights, Taxes
It’s tax season, which means it’s time to prepare your paperwork, and yourself, to pay your taxes. To help you prepare for the project ahead, we invite you to follow these techniques to help make life run a little smoother and lower stress. Preparation First,...
