Straight explanations, written by the people who do the work.
A short library of the questions the office answers most often. These are summaries, not advice for a specific situation — call the office to talk about yours.
What to do after receiving an IRS notice
Keep the envelope and the full letter, note the notice number and any response date, and resist the urge to pay or reply before someone has read it. Most notices ask for one specific thing.
Tax questions after starting a business
Entity type, estimated payments, payroll registration and recordkeeping all get decided in the first months. They are much easier to set up correctly than to unwind later.
Planning before selling property
The tax result of a sale is largely determined before the closing date. Basis, improvements, depreciation and timing are worth reviewing while the sale is still a plan.
Retirement-related tax questions
Distributions, Social Security timing, required minimum distributions and state treatment interact. The year you retire is rarely a typical tax year.
Estimated-payment guidance
When income changes mid-year — a bonus, a sale, a new business — the safe-harbor calculation from last year may no longer fit.
Documents to retain between tax seasons
Closing statements, improvement receipts, charitable acknowledgements, K-1s and prior-year returns are the records most often missing when they are needed.
Each topic is written to be expanded into a full article in Tony’s own words. The firm’s perspective stays ahead of syndicated articles and calculators.