I have a client with a gas/convenience store who plans to transfer the business to his son in a year, while still working part-time. He wants to sell the business to his son for the outstanding liability of about $1 million. The client averages a net income of $125K with sales of $3.575 million in 2019. What advice and guidance can I provide, or should I refer him to a succession/estate planner?
October 6th, 2023
I have 33K in student loan debt at 9% interest with Wells Fargo and 17K in credit card debt. What can I do to lower the interest on my student loans?
March 13th, 2023
I haven't received my $600 stimulus check yet, and I have direct deposit set up. What should I do?
June 3rd, 2024
Can I log in and e-file my 2019 tax return? This is why I have not received my stimulus check. I filed my taxes last year and owed money, so I planned to mail it but did not. I have been able to access my account online. Can the accountant assist me with e-filing at this point?
January 6th, 2023
How can I make an appointment with the IRS in Decatur, GA regarding my 2017 tax return that was mailed in July and October, and I tried calling in November?
November 22nd, 2023
I received a letter indicating we owe a balance on our taxes. They had been taking $100.00 per month per direct payment agreement and now I don't see the deduction on my bank statement. We paid off the balance we owed for 2019 but we owe for a previous year. What should I do to address this issue?
April 22nd, 2024