All posts by Sarah Wadick

Sarah prepares tax returns for individuals and businesses, and she works on compilations and reviews of financial statements. As part of the bookkeeping department, Sarah provides monthly bookkeeping, consulting, QuickBooks, and payroll services. Sarah also coordinates the firm's marketing projects.

How much does the IRS love thee? Let me count the ways…

You always file all of your payroll reports when they are due, and you know they’re right because you always send in what QuickBooks generates for you, right?  So why are you receiving love letters from the IRS?

In this technological day and age, tax agencies have the ability to “talk to each other,” and they make good use of it.  If your 941s  and your quarterly state reports don’t exactly match your W-2s and other yearend reports, you can expect to find love letters in the mail. Continue reading How much does the IRS love thee? Let me count the ways…

Tax Planning as a Family?

Yes, there are many tax breaks available to families, and at PFBF CPAs, we know that planning ahead can save taxes and teach children the value of earning and saving money. Whether you find yourself balancing caring for aging parents and funding your children’s educations, or you just want to have a plan in place so you’re not surprised at tax time, we can guide you with your needs in mind.

In addition to the child tax credits that reduce your tax bill dollar-for-dollar, there are other tax-advantaged savings opportunities. Continue reading Tax Planning as a Family?