‘A Tough Situation Can Get Worse’ Says Newtown Square Accountant

Firstly, I’m here to offer you a friendly reminder: Sunday is Mother’s Day. Do with this reminder what you will :). And speaking of moms, if you’ve ever spoken with friends who have had to place their parents into a care facility, you know how difficult the process can be. I was once asked to weigh in on how to … Read More

‘A Tough Situation Can Get Worse’ Says Newtown Square Accountant

Newtown Square Accountant Explains How To “Reclaim Control Over Your Taxes – Even Old Returns”

Part of me can’t believe that I’m taking the time to write this post, here, Monday morning the 16th (the day before the filing deadline). But I also know if I don’t do it now, this tax season having been so full … well, I’ll admit that we can anticipate a bit of a break being needed come Wednesday :). … Read More

Newtown Square Accountant Explains How To “Reclaim Control Over Your Taxes – Even Old Returns”

“Our Clients Are Afflicted With Madness” Says Newtown Square Accountant

Our clients here in Newtown Square, PA are afflicted with “March Madness”, along with the rest of the country, it seems. Unfortunately, this little national hoops holiday isn’t one which my Newtown Square, PA tax preparation staff and I get much chance to participate in. We’re too busy doing your taxes! Yep, this is close to our busiest time of … Read More

“Our Clients Are Afflicted With Madness” Says Newtown Square Accountant

Could There Be a Mistake? We Can Fix It.

"If you don’t like the road you’re walking, start paving another one." – Dolly Parton As I write this on Monday morning, we’re all pretty distracted by the news of the capture and death of Osama bin Laden. It’s a bipartisan moment of gratification — even if it does mean celebrating the death of another human being. In this case, … Read More

Could There Be a Mistake? We Can Fix It.

Refunds & UN-Automating Your Life

Success is not measured by what you accomplish but by the opposition you have encountered, and the courage with which you have maintained the struggle against overwhelming odds. – Orison Swett Marden Last week, I posted my Note about automating your investment savings. After posting it, I did some more thinking about the whole notion of automating our lives, and … Read More

Refunds & UN-Automating Your Life

Thoughts During Our Final Week

The ability to concentrate and to use your time well is everything if you want to succeed in business–or almost anywhere else for that matter. – Lee Iacocca I’m writing this on Monday morning, the 11th, and our offices are buzzing! Next Monday will be no different — it’s the federal deadline, after all, and we always get panicked phone … Read More

Thoughts During Our Final Week

Posting This Again

“I’d rather regret the things I’ve done than regret the things I haven’t done.” – Lucille Ball Well, last week I departed from my normal area of expertise, and wrote a real-world guide on preparing your family and home for a true disaster. Got lots of feedback — thank you! But, I thought I should re-enter the fray of my … Read More

Posting This Again

The Japan Disaster And You

He who loses wealth loses much; he who loses a friend loses more; but he that loses his courage loses all. – Miguel De Cervantes It’s deja vu all over again, with another massive earthquake coming during tax time this year. Last year, it was Haiti … this year, of course, it’s Japan. The fallout (if you’ll forgive that term, … Read More

The Japan Disaster And You

Are You Working Without A Net?

"Then give to the world the best you have, and the best will come back to you." – Madeline Bridges Before I get to what I wrote this week, I wanted you to know that there are a few important "announcements", following my Note, which affect your tax situation for 2010 (i.e. the taxes we’re helping you prepare NOW), or … Read More

Are You Working Without A Net?

A Friendly Tip (Not About Taxes)

"It is well to give when asked, but it is better to give unasked." – Kahlil Gibran Last Monday, there was a certain holiday to attend to, and it’s pretty easy to let things sort of slide on by after that point. But here’s my advice for you: Don’t stop there. Yes, yes — the old canard: EVERY day is … Read More

A Friendly Tip (Not About Taxes)