Using A Portal For Document Exchange Throughout the year, and especially at this time of year, tax preparers are exchanging documents with clients on a daily basis which is why it is vital to keep such document exchanges secure.  Most of these documents include very...

The Alchemy of Stress As accountants and moms, we are all under a good deal of stress these days. Whether it’s due to work deadlines, health concerns, children’s schedules or a host of many other reasons, stress seems to be a daily companion for a lot of us. Right...

One of the Best Time Saving Strategies Doesn’t it seem like time is flying by when you look at your children and how fast they’re growing? But then it seems like time is slowly dragging when you’re working and you just want to get everything done. The most valuable...

More Unemployment Updates IRS Updates Unemployment Exclusion Threshold   As discussed in our previous blog, the American Rescue Plan, which was enacted on March 11, 2021 provides a retroactive exclusion for unemployment benefits received during 2020 (up to...

IRS Guidance On Unemployment Benefits Exclusion As we shared in last week's blog, the American Rescue Plan, which was enacted on March 11, 2021 provides a retroactive exclusion for unemployment benefits received during 2020 (up to $10,200 per taxpayer). The exclusion...