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 […]

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 […]