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Our team develops specific audit plans for your institution and drafts programs tailored to your needs.

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Could You Be Hit with the Trust Fund Recovery Penalty?
If you own or manage a business with employees, you could be personally responsible for paying a harsh tax penalty. It’s called the Trust Fund Recovery Penalty (TFRP). It applies to the mishandling of Social Security and income taxes that must be withheld from...
Employee Retention Tax Credit (ERTC) Scams and Fraud
The rise of "ERTC Mills" has caused widespread confusion and increased the potential for fraud. These entities exploit the system, intensifying the risk of...
Minimizing Capital Gains Tax on Sale of a Home
If you're looking to sell your home this year, then it may be time to take a closer look at the exclusion rules and...

