JoAnna

The thought of being audited by the Internal Revenue Service (IRS) can be terrifying for some individuals. As a tax professional, I understand that the IRS has a reputation that can cause worry. Still, if individuals have all their documents in order and follow best practices, the audit can be…

Retirement. Ah, yes, the golden years. It is the time when you finally get to relax and enjoy the fruits of your labor. Or so they say. But let’s face it: most of us are not going to retire with a yacht in the Caribbean or a private jet at…

Small business owners often wear multiple hats to keep their businesses running. They manage operations, human resources, marketing, and accounting. They use accounting software like QuickBooks to manage their finances, track expenses, and prepare taxes. However, relying solely on QuickBooks to manage your finances and to replace the need for…

Navigating the intricacies of the tax code, can be a daunting task, but what happens when you have an issue with the IRS? This is when taxpayer advocacy becomes essential. A taxpayer advocacy office acts as mediator between you and the IRS and advocates for your rights as a taxpayer.…

The cost of medical insurance is a significant concern for many people in America. As a result, it has caused a ripple effect across the economy and the workforce. The high cost of insurance coverage for families and individuals can limit opportunities for job creation, prevent small business owners from…

As lawyers, you are no strangers to the concept of billable hours. It is how most firms and solo lawyers operate and make money. However, as much as it is a fundamental part of your practice, it can be a challenge to navigate, especially for small firms and solo lawyers.…

Once upon a time, in the bustling city of Moneyville, there lived two best friends, Oliver and Emily. Oliver was known for his carefree spending habits, always buying the latest gadgets, dining out at fancy restaurants, and taking spontaneous trips. Emily, on the other hand, was the epitome of financial…

Budgets are a fundamental aspect of financial management that affects businesses and individuals alike. Budgeting involves making a detailed plan of projected income and expenses for a specific period, most commonly in a fiscal year, to meet organizational or personal goals. In the business world, budgets play a crucial role…

As we go through life, we tend to accumulate more and more assets. Whether it’s a new home, a new car, or even a new hobby that involves expensive equipment, the things we own often become an extension of our identity. Unfortunately, as our assets grow, so does our potential…

In today’s fast-paced world, the popularity of crowdfunding platforms like GoFundMe has soared, offering a glimmer of hope to those facing financial burdens. However, it is crucial to recognize that such platforms are not a substitute for a comprehensive insurance policy. In this blog, we will explore the benefits of…