by Sara Raby | Oct 1, 2025 | blog, Corporate Tax Services, Individual Tax
With Congress unable to reach a budget deal before the 9/30 deadline, the federal government has officially shut down. This may sound like an abstract political event, but its effects can reach right into your tax deadlines, refund timing, and IRS interactions. Here’s... 
by Advisor Team | Mar 24, 2025 | Flow-Through Tax Services, Individual Tax
As the April 15th tax deadline approaches, high-net-worth individuals (HNWs) still have valuable opportunities to refine their tax strategy. The weeks leading up to filing day are critical for making last-minute moves that can optimize your tax position—not just for... 
by Dana Borys | Feb 6, 2025 | Corporate Tax Services, Individual Tax
If you are unable to pay the tax owed by the original tax return filing due date, you can enter into a payment plan agreement with the Internal Revenue Service (IRS). A payment plan is an installment agreement with the IRS to pay the taxes you owe within an extended... 
by Jessica Esquivel | Feb 4, 2025 | Corporate Tax Services, Individual Tax
In June of last year, the State of California enacted a temporary suspension of the Net Operating Loss (NOL) deduction. This suspension is part of a broader effort to increase state revenue and address budget constraints. Here is what taxpayers need to know about... 
by Sara Raby | Jan 31, 2025 | Corporate Tax Services, Individual Tax
The easiest way to keep your tax preparation costs down is to make it more straightforward for your preparer to complete your return and stay informed of your tax situation. Effective Ways to Keep Tax Preparation Fees Down #1 Turn your information in early When...