Single Most Important Tax Tip Recently, I was asked, “What was the most important year-end tax planning issue that professionals should...

Roth Conversion Opportunity Call us at 281-370-6622 to learn more about the opportunity now to convert to tax-free dollars. You can...

Have you thought about or updated your retirement plan recently? Part of retirement planning means to devise a roadmap to care for...

We were recently asked the question: "How long should taxpayers keep old tax returns, documentation, and receipts?" The IRS has published...

Have you ever wondered... How to Escape from a Bear (the Market) Lie still and stay quiet ~ Don’t Run, Don’t Necessarily Sell Out! Stay...

Matt Gaylor says, "Business Owners, have you considered: Financial Review - have you reviewed financial reports (income statement,...

People who paid domestic help more than $1,400 will need to file Schedule H, "Household Employment Taxes," with their (Federal) income...

What to do when you receive a letter from the Internal Revenue Service? You have gone to your mailbox. There are bills and junk mail,...