Occasional articles to keep you up-to-date with our latest insights
Why asking if you will be getting a tax refund is the wrong question
Many times, clients measure their success in saving money on taxes by the amount of their refund or amount owed. While it’s true that you want to avoid penalties and interest or an unexpected expense, getting a substantial refund is usually not a good thing....
You haven’t yet filed your tax return. Is it too late for tax planning?
With the tax deadline fast approaching, you’re wondering what the results might be. Will you owe? Will you be getting a refund?* Wouldn’t it be nice if you knew ahead of time? Is there really anything you can do about the outcome? Well, the short answer,...
About the Author
I’m Marie, a CPA, and fellow small business owner at Key Insight Advisory. Tax planning is a natural focus for me. I get to build long-term relationships with small business owners and bring new ideas to the table with proactive advice.