Sooo very glad I’ve finished with this deadline.  I was amazed at how many phone calls I got today of people wanting me to do their taxes or extensions.  Sometimes, you  just have to say  “wait”. 
 Here are some funny things I heard during this tax season

“I heard that there is a secret IRS deadline - […]

I have been getting a lot of panicky emails from people lately.   While this is somewhat normal, I have had more than the usual number.  Here’s why:  Many people have the mistaken belief that they have to file by April 15th in order to receive the rebate.  This is not true at all.  You do […]

Doesen’t just hearing the word “AUDIT” give you the heebie jeebies?  If so, you’re not alone. 
I am fortunate.  Most of my clients are not audited.  Occasionally though - it does happen.  Like yesterday.
 Just so you know, my clients don’t actually attend the audit - I do that in their place.  It’s one of  the perks […]

Hi,
How many times have  you said that?  Maybe you’ve heard about a great deal - a couple of months too late.  Maybe you’ve received a strategy about  how to win the car, the trip, the jewelry - only now you dont’ have time to make it happen.  Maybe you’ve heard about a tax tip in […]

Hi,
 I just wanted to thank everyone who registered for last night’s call.  We had a lot of people on that call!  In fact, we oversold it.  Good news - it’s now available for immediate download in the Direct Selling Leaders store for only $9.95. 
It has been really nice today hearing from those of you who […]

I know when I start getting the same question in my email box over and over again, it’s time to blog!  I have been harping on what to do before year end - but now I find it’s time to share what NOT to do in your year end tax planning.
A lot of people are […]

If you are worried about your tax bill, it’s not too late to do something about it!
Hopefully, you’ve got your receipts organized and recorded so that you know where you stand.  If you don’t have these ready yet - I don’t recommend trying to record every transaction now - it’s the holidays after all.  Just […]

Next year, things will be different . . .
How many times have you said that?  It doesn’t just apply to tax, but since I’m here as the tax coach - I will only be chiming in on issues relating to tax.  I have a lot of people tell me that next year will be different.  […]

Hard to believe we’re almost at year end.  Beyond holiday shopping and parties and all the fun stuff - there is a rather large issue looming for some of us.  It’s called year end tax planning.  Do you know how much you’re going to owe?  If so, kudos!  My experience has been though, that many […]

Several years ago, from the outside looking in, you would have thought I had the perfect life.  I was managing partner of a Top 25 Dallas/Ft. Worth CPA firm, very happily married, 2 young children, private schools, a nanny, a cleaning lady, yard guy, new clothes, new cars and a country club membership.   Along with […]