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

Blog

Liberty Tax Settles Federal Fraud Case

  • 14 January 2020
  • Author: Cari Holbrook
  • Number of views: 16
  • 0 Comments
Liberty Tax Settles Federal Fraud Case

Just because a nationwide tax preparation company is well known doesn’t mean the advice given by its representatives is wise or even legal. Liberty Tax Services drove home that point earlier this month. It settled with the federal government for failing to maintain adequate controls over tax returns prepared by its franchisees and, in some cases, overlooking fraud. 


5 Business Money Resolutions to Keep in 2020

  • 20 December 2019
  • Author: Cari Holbrook
  • Number of views: 160
  • 0 Comments
5 Business Money Resolutions to Keep in 2020
As we roll into 2020, it’s time to focus on making it the best year yet for your business. That means staying on top of changing regulations, pivoting with the changing needs of your business and financial goals, and addressing some nagging business decisions that may be long overdue.

TurboTax's $216 Million Tax Filing Mistake

  • 17 December 2019
  • Author: Cari Holbrook
  • Number of views: 165
  • 0 Comments
TurboTax's $216 Million Tax Filing Mistake
Who knew part-time work at a thrift store could be so lucrative? Donna Smith was shocked to discover a tax bill from the IRS claimed she owned $216 million in taxes from the modest $10-an-hour job.

Scams that Target Veterans and/or Pose as Veteran Charities

  • 10 December 2019
  • Author: Cari Holbrook
  • Number of views: 168
  • 0 Comments
Scams that Target Veterans and/or Pose as Veteran Charities

Scams involving military veterans are on the rise. These scams fall into two separate categories: those that target military members and veterans and those that pose as veteran charities asking for donations.

Our Annual Charitable Giving Guide

  • 26 November 2019
  • Author: Cari Holbrook
  • Number of views: 162
  • 0 Comments
Our Annual Charitable Giving Guide

It’s the most wonderful time of the year! In this season of giving, we’re bringing you our annual charitable contribution tips. How can you make your giving stretch and how can you ensure it goes to those who need it most? Let’s take a look.

 

When a POS System Turns Into Tax Evasion

  • 12 November 2019
  • Author: Cari Holbrook
  • Number of views: 239
  • 0 Comments
When a POS System Turns Into Tax Evasion

Sales suppression software has been around for a while, but the government is getting more serious about sniffing it out. The software, commonly called tax zapper software, is used to modify sales reports generated by point of sale (POS) software systems for the purpose of reducing taxable income by underreporting sales.

How Employee Theft Could Destroy Your Business

Building Savvy

How Employee Theft Could Destroy Your Business
If you’re a business owner, you may feel that you’ve built up a sixth sense when it comes to choosing the right business partners and customers. Fraud is all around us these days, after all, and it’s important to know who to trust. But it’s not just strangers who find us vulnerable. Your employees could be stealing from you. The problem can be especially devastating for small business owners, who surprisingly tend to lose the most.

No Uber for the Tax Man

  • 10 September 2019
  • Author: Cari Holbrook
  • Number of views: 281
  • 0 Comments
No Uber for the Tax Man

Are auditors and other IRS agents allowed to get a ride from a ridesharing service--or even a friend or family member--to a taxpayer’s home or place of business? It depends on whether doing so violates the taxpayer’s privacy rights.

Five IRS Audit Mistakes To Avoid

Building Savvy

Five IRS Audit Mistakes To Avoid
The IRS audits about 1 million taxpayers each year. While the agency is understaffed, that doesn’t mean you’ll slip through the cracks. IRS software automates the selection process now by flagging returns that show abnormalities: Perhaps the return deviates from what’s normally filed, or it’s been linked to a family member, investor, or business partner who is being audited. Also, the more money you make, the more likely you are to be audited.

The Downside To Overworking

  • 13 August 2019
  • Author: Cari Holbrook
  • Number of views: 385
  • 0 Comments
The Downside To Overworking

Always working? New research shows a startling downside for being overly “productive.” It doesn’t work, and it can actually shorten your life.

RSS
12345678910Last

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

Curriculum Vitae

Quoted Opinions

Newsletter Signup

First Name:
Last Name:
E-Mail:  
Better Business Bureau