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Recent Updates

If you gave to charity in 2023, check to see that you have substantiation

Feb 16 in Individual Tax Alerts, Tax Info

Did you donate to charity last year? Acknowledgment letters from the charities you gave to may have already shown up in your mailbox. But if you don’t receive such a letter, can you still claim a deduction for the gift on your 2023 income tax return? It depends.

What the law requires

To prove a charitable donation ... Read More ›

3 tips for making the financial statement auditing process smoother

Jan 26 in Nonprofit Updates

Not-for-profits aren’t required to produce audited financial statements. But audited statements are more likely to reassure big donors and grant makers about your financial stability and generally will be required if your organization applies for a bank loan. When you hire a CPA to audit your statements, the auditor is responsible for expressing an opinion ... Read More ›

2024 Tax Calendar

Jan 23 in Tax Info

To help you make sure you don’t miss any important 2024 deadlines, we’ve provided this summary of when various tax-related forms, payments and other actions are due. Please review the calendar and let us know if you have any questions about the deadlines or would like assistance in meeting them.

January 31 Individuals: Filing a 2023 income tax ... Read More ›

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