How long to keep tax records
Three years covers most returns, but six situations need longer and one needs forever. Including the rule almost everyone gets wrong about property.
Blog
Notes on tax preparation from Charles Trautman, EA. General information, not personalized advice.
Enrolled agent vs CPA: which one do you need?
Both can prepare your return. The difference is who licenses them and what else they do, plus how to check any preparer's credential yourself.
Are tax preparation fees deductible?
It turns on whether the fee belongs to a business or to your personal return. How the split works, which schedule it lands on, and which year you claim it.
The Colorado TABOR refund, explained
Why Colorado sends money back some years and not others, how the refund actually reaches you, and the filing step people miss entirely.
What to bring to your tax appointment
A working checklist of the documents that make a return go faster, whether you're filing a simple W-2 return or something with more moving parts.
Got an IRS notice? Here's what actually matters
Most notices aren't emergencies, but a few are. How to tell the difference, and why the deadline on the letter matters more than the tone of it.
Questions about your return?
Call and we will give you a straight answer about your situation.