Audit Representation

Navigating an IRS audit can be a daunting and stressful experience. This category offers valuable articles and insights on the audit representation process, including what to expect, how to prepare, and the strategies professional CPAs use to defend their clients’ cases. You will find information on handling correspondence, gathering documentation, and leveraging an expert’s knowledge to achieve the best possible outcome. These articles are designed to empower you with the knowledge to face an audit with confidence, knowing you have a professional on your side.

October 6, 2025

Supporting CPAs with International Tax Compliance: Why Expert Guidance Matters

International tax compliance can feel like a maze — especially for CPAs serving clients with overseas businesses or investments. Recently, I helped a fellow CPA navigate complex cross-border reporting for their client, and that collaboration inspired me to formally offer dedicated international compliance support for accountants and their clients.
October 1, 2025

The Hidden Dangers of Loan Agreements Every Business Owner Must Know

Loan agreements can come with hidden terms and costly surprises that every business owner should understand before signing. From prepayment penalties and “late” fees to automatic withdrawals and obscure clauses, the fine print can easily lead to financial headaches—even after the loan appears paid off. Real-world stories reveal why careful contract review is essential for protecting your bottom line and avoiding unpleasant disputes. Read on to learn which loan agreement clauses to watch for, and how proactive attention to your business’s loan paperwork can help you avoid expensive mistakes.
September 15, 2025

International Client: Don’t Let the IRS Catch You Off Guard

TAre you living outside the U.S. but have investment properties here? You might not be aware of a critical requirement: foreign reporting. My team and I […]
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