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Whether your business is the law, or a business with accounting or asset protection needs, our business has been “Solving clients’ problems" since 1977.

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The Dire Consequences of “Accidentally” Incorporating

  • 26 July 2017
  • Author: Alexander Carr
  • Number of views: 2166
  • 0 Comments
The Dire Consequences of “Accidentally” Incorporating

Online legal services make it seem very easy to start and incorporate a business. But, through the eyes of the IRS, the difference between a sole proprietorship and a corporation is more dramatic than just being able to add “Inc.” to your business name. A Michigan tax case involving a small family business illustrates this point. What started with an innocent mistake by a well-meaning son ended in thousands of dollars of back taxes owed by a widowed business owner. 

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Steven Bankler Featured in New Book on Changing the Face of Accounting

  • 28 June 2017
  • Author: Alexander Carr
  • Number of views: 1146
  • 0 Comments
Steven Bankler Featured in New Book on Changing the Face of Accounting
We’re thrilled to announce that Steven Bankler is featured in Ian Welham’s new book entitled Changing the Face of Accounting: Forward Thinking Conversations About Reinventing the CPA Field. Welham dedicated an entire chapter to Steven, featuring an interview that highlights the many ways in which Steven Bankler, CPA, Ltd. does things differently from typical CPA firms
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How Do You Know It’s REALLY the IRS Knocking?

How Do You Know It’s REALLY the IRS Knocking?
Tax scams are a dime a dozen these days. Recently we’ve warned about phone and email scams as well as how to determine whether the letter you receive from a third-party tax collector is legitimate. Now the IRS is warning about a lesser-known but even more invasive scam. This one involves IRS impersonators visiting your home or office in person and demanding payment.
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What's Really Happening with IRS Audits in 2017?

  • 26 April 2017
  • Author: Alexander Carr
  • Number of views: 1725
  • 0 Comments
What's Really Happening with IRS Audits in 2017?

You may have heard that the IRS is auditing less but, before you breathe a sigh of relief, there are a few things you should know. While the number of audits has declined across the board since 2012, it’s a decrease of a fraction of 1 percent of all tax returns filed. Additionally, the IRS was spared significant budget cuts by the Trump administration recently, which means the recent change in federal leadership will not necessarily translate into fewer audits for all. And it’s important to note that the type of taxes you file and what you claim can make a big difference when it comes to your audit risk. 

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Do You Have a Succession Plan? Does Your Financial Advisor?

  • 29 March 2017
  • Author: Alexander Carr
  • Number of views: 2004
  • 0 Comments
Do You Have a Succession Plan? Does Your Financial Advisor?
The idea of succession planning may be a foreign concept to you. But, if you’re a small business owner, it shouldn’t be. In fact, planning who will lead your business and how they will lead it after your exit could be the single most important business strategy you put in place
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4 Early Tax Refund Myths Debunked

  • 28 February 2017
  • Author: Alexander Carr
  • Number of views: 2057
  • 0 Comments
4 Early Tax Refund Myths Debunked
The moment your tax forms hit the mailbox, the clock starts ticking on when you might get a refund. The wait can be excruciating and theories abound on how to determine when a refund will come or even how to speed up the process. Is there any truth to these folktales? The IRS issued a statement

addressing the top myths surrounding refunds, especially for those who have already filled for the 2017 tax season.

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IRS Is Using Private Debt Collectors

  • 31 January 2017
  • Author: Alexander Carr
  • Number of views: 2195
  • 0 Comments
IRS Is Using Private Debt Collectors
The IRS is behind on collecting more than $400 billion in back taxes but it doesn’t plan on erasing those debts just yet. Instead, Congress mandated the use of private debt collectors for help. In fact, the IRS plans to begin private collection of certain overdue federal tax debts as early as this spring.
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The Soda Tax that’s Sweeping the Nation

  • 13 December 2016
  • Author: Alexander Carr
  • Number of views: 3281
  • 0 Comments
The Soda Tax that’s Sweeping the Nation
Excise taxes are often added to purchases that are considered “bad for you.” That’s why you’ll routinely see excise taxes on gasoline, tobacco products, tanning beds, wagering bets and other vices. It’s not surprising, then, that a soda tax is beginning to take shape in many U.S. cities. What is surprising is the effect it’s already had on sugary drink consumption
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End-of-Year Giving Guide

  • 29 November 2016
  • Author: Alexander Carr
  • Number of views: 2391
  • 0 Comments
End-of-Year Giving Guide
‘Tis the season to catch up on your last-minute tax deductions and strategies. What better way to save on taxes than to give that hard-earned money to the people and organizations you choose instead? There are two ways to do it: gifts to loved ones and charitable giving.
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How the Election Could Affect Your Federal Taxes

  • 25 October 2016
  • Author: Alexander Carr
  • Number of views: 2315
  • 0 Comments
How the Election Could Affect Your Federal Taxes
Early voting has started and we’re only weeks away from having a new U.S. President elected. There’s been a lot of talk about Donald Trump’s and Hillary Clinton’s own tax records, including Tax Notes’ take featuring Steven Bankler’s expertise.  But how will each candidate affect your own tax bill if they are elected?
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Expertise

When you hire Steven Bankler and his team of certified public accountants, you get seasoned, knowledgeable CPAs.

The IAPA International LogoRather than experienced bookkeepers, promising CPAs-in-training or studious interns in the process of completing their accounting degrees, you get professional CPAs. We Solve Problems. We provide creative solutions to our clients’ unique problems including tax and estate planning, forensic accounting, expert witness and litigation support.

Testimonials

For corporate professionals handling multi-million dollar budgets and VIP accounts, the day-to-day accounting can be daunting.  “We sought out Steven because of his expertise with start-up capital issues. His team has propelled us forward... --Jason and Colleen Benavides, Bahama Buck's Leon Springs, Owners   >>Read more

"The Bankler motto is true; we really have saved money. Steven helped us restructure and find smarter ways to do business. Other accountants will tell you, ‘I don’t see anything in the tax code that says we can do it.’ Steven will tell you, 'I don't see anything in the tax code that says we cannot do it... --John F Dini and Leila Dini, MPN, Inc., Owners   >>Read more

Curriculum Vitae

Steven Bankler understands business. As a businessman who is also a CPA since 1977, his proven track record speaks for itself. View his detailed experience here:

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Quoted Opinions

For over 30 years, daily newspapers, television networks and affiliates and prominent newstalk radio programs have published and broadcasted Steven Bankler’s insights on a wide range of forensic accounting and tax topics. His expert opinion is highly regarded in informing and educating the public, as well as judges, and juries on complex issues.

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