Whether your business is law, construction, manufacturing, retail, or government contracting, and you require exit planning, asset protection, or a tax planning solution, our business has been "solving clients' problems" since 1977.

The IRS anticipates extended delays and even worse than usual “customer service” this tax season. Plus, the year ahead may be filled with new tax curveballs, so it’s vital to get 2021 squared away – with all of your essential documents to your CPA – as soon as possible. Below is a list of often-neglected or buried bits of information your CPA will want to know. Give them a heads-up if any of these areas affect you – don’t wait for your CPA to uncover it themselves.

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