Tax and valuation, explained in plain English.
Short, practical notes on the questions we get asked most: multi-state and business filing, the ASC 740 provision, IRS notices and audits, cross-border and foreign-account reporting, and 409A timing. No jargon for jargon’s sake.
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Multi-state taxes: when your business owes tax in another state
Hiring remotely or selling across state lines can create a filing obligation where you least expect it. Here is how nexus works and what to do about it.
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What is an ASC 740 tax provision, and does your company need one?
If your company has a financial-statement audit, your auditors will ask for an income tax provision. Here is what that is, in plain English, and when you need one.
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IRS notices and audits: what to do, and how a CPA represents you
A letter from the IRS is not a reason to panic, but it is a reason to act. Here is how to read it, how to respond, and what a CPA power of attorney can do for you.
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FBAR vs FATCA: what U.S. taxpayers abroad actually need to file
Two foreign-account reporting regimes, two sets of forms, two thresholds. Here is how to tell which ones apply to you.
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When does your startup need a 409A valuation?
If you grant stock options, the timing of your 409A is not optional. Here is when you need one and what triggers a refresh.
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U.S. citizen living abroad? Your tax filing, in plain English
Moving overseas does not end your U.S. tax filing, but it usually does not mean double tax either. Here is how it actually works.
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