Choosing a Tax Preparer? 5 Key Questions to Ask

Posted on 02/01/2013 by bivie

Income TaxDon’t like doing your own taxes? Join the club! Few things in life are as complex as the IRS tax code and each year it gets more complex. That’s why millions of taxpayers pay someone else to prepare their returns. Since the IRS does not certify tax preparers (they do certify enrolled agents), it’s important to do some due diligence. Remember, even though someone else may prepare them, you are still legally responsible for the accuracy of your return, so choose carefully. Whether for your business or personal taxes, here are five key questions to ask when seeking a qualified tax preparer. Continue reading →

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Enjoy the Holidays

Posted on 11/16/2012 by bivie

Playing GolfWith Thanksgiving and Christmas holidays approaching, many people take extended days to take full advantage of valuable time off. With that in mind, there are a number of things you can do to prepare for being out of the office. To make sure that your work goes on smoothly, I have listed some suggestions to consider:

1. Check Your Calendar – Decline or cancel any meetings that are scheduled while you’re gone. Don’t forget to mark your Outlook calendar to show co-workers that you’re gone.

2. Turn on Automatic Replies (Out of Office) – In Outlook 2010 you can use Automatic Replies (Out of Office) to notify people who send you email messages that you’re away. In Office Outlook 2007 and Outlook 2003, this feature is known as the Out of Office Assistant. This Outlook feature enables you to set an automated reply to messages sent to you while you’re out. In the reply, let people know who to contact while you’re gone. You can also set up rules to file the messages you receive or to send special responses to specific people. Continue reading →

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