I’ve been trying to post news items that I think affect our clients.  These articles are written by Peter Montoya, Inc. and have been highly researched.  Please be sure to look below for the NEWS items and let me know what you think.  Thanks, Deanna

Wow!  Is February already gone?!  It feels like we just got started.  The thing I love most about tax season is seeing my favorite clients.  At the end of a day full of appointments I am exhausted.  Not because it was so hard… But – TRULY – because it was so enjoyable catching up on [...]

It’s that time of year again.  We’ve come to do the audit, and as much preparation as you’ve put into it, it just seems like there is something that was overlooked.  There was the invoice that wasn’t properly approved, or the voided check that got lost.  Maybe it was just that you didn’t remember that [...]

Welcome to our new website. We’re excited about it and hope you will be too. Watch for news articles and other information. Also, be sure to check out our reading program to see what we are reading.