A Comprehensive Guide to Effective Tax Planning

To guarantee a safe and smooth future, it is imperative to understand the benefits of tax planning. This blog post highlights essential tax planning strategies and demystifies complex concepts in clear, accessible language. From understanding the role of financial advisors in tax matters to unveiling the benefits of proactive tax planning, this guide provides valuable […]

How to Choose the Right FBAR Service Provider

FBAR, or the Foreign Bank and Financial Accounts Report, is a form imposed by the U.S. Treasury Department for individuals and businesses with financial accounts outside the United States that exceed a certain amount. Its primary purpose is to control tax evasion, money laundering, and other financial crimes by obliging U.S. persons to disclose their […]

How to Handle and Resolve IRS Letter Notices

Receiving a letter from the Internal Revenue Service (IRS) can be intimidating. An IRS letter is an official communication from the tax authority of the United States, which is responsible for overseeing the nation’s tax system. Whether it’s a notice of owing money, an adjustment to your tax return, or a request for further details, […]

Author

Joe Hopkins (CPA, MBA & Former CFO)

Joe has 25+ years as a Certified Public Accountant licensed in the State of Texas and solving IRS problems. Current member with the American Institute of Certified Public Accountants (AICPA), Texas Society of CPA’s (TSCPA), National Society of Accountants (NSA), Bachelor’s degree in accounting (BBA), Master’s degree in Business Administration (MBA) at Texas A&M Corpus Christi. Experience in a variety of industries as Controller, CFO and tax resolution issues for both business and personal tax cases.