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Tax Planning vs. Tax Preparation: What’s the Difference?

Danielle McCarthy, CPA, MST explains the difference between tax planning and tax preparation, key tax optimizations you can make on your own, and how to most productively work with an accountant.

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How to Optimize for the 2018 Tax Law Changes

2018 saw one of the most significant tax reforms in recent history. Not only are the personal and corporate tax brackets lower for 2018, but the standard deduction has doubled, several deductions and exemptions have either changed or been eliminated, and new credits are available. We explore what to consider in your 2018 tax year filing as well as a what to consider for the 2019 tax year that you can implement now.

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