Mark Conner, CPA PLLC

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!

Update Newsletter: June 2026 As summer settles in and schedules fill up, a few smart decisions now can help you avoid costly surprises later. In this issue, there are strategies to strengthen your financial footing – from midyear tax planning opportunities to knowing when to call for help with an IRS notice. There is also...

Underreported income and math errors are key mistakes that can trigger an audit from the IRS. Having your taxes prepared by a professional can significantly reduce this risk.

Five Reasons Why the IRS Will Audit You The IRS is constantly looking for a reason to audit you. There are several red flags that can identify your tax return as one that needs additional attention. Knowing these indicators can help you avoid the unwanted scrutiny.

The gift tax is one of the most misunderstood provisions in the tax code. Here is what you need to know.

Understanding the Gift Giving Tax - Excess gift giving could cause a tax surprise Presenting a gift to a grandchild does not normally have us thinking about the taxes. However, if not careful, the over-generous gift giver could end up with a surprise tax bill and a note from the IRS.

Want a lower tax bill? Your tax planning needs to start now!

Update Newsletter: May 2026 With so much uncertainty in the economy, the tendency is to step back and wait until things settle down. On the other hand the early bird catches the worm. Now is a great time to be thinking about steps to reduce your tax obligations, both this year and into the future. This month an article is pres...

In a world of digital payments, how do you prove your tax deductions? Here are some tips.

No Check! Where's Your Proof? - What to do about your need for documentation Very few banks return your canceled checks. So what do you need to do if required by the IRS to prove your deductions? This often means staying ahead of the game at year end.