top of page
Search
Year-End Retirement Strategies
Last-Minute Year-End Retirement Deductions The clock continues to tick. Your retirement is one year closer. You have time before December...
Dec 14, 20234 min read
Medical Plan Strategies
Last-Minute Year-End Medical Plan Strategies All small-business owners with one to 49 employees should have a medical plan for their...
Dec 12, 20232 min read
Stock Portfolio Strategies
Last-Minute Year-End Tax Strategies for Your Stock Portfolio When you take advantage of the tax code’s offset game, your stock market...
Dec 11, 20233 min read
Last-Minute Year-End Tax Strategy
Last-Minute Year-End General Business Income Tax Deductions The purpose of this article is to reveal how you can get the IRS to owe you...
Dec 2, 20234 min read
Halloween Tax Tips
Donations, Travel and Rental Tax Savings Donating Clothing to Goodwill and Salvation Army: As the year comes to a close, many taxpayers...
Oct 30, 20235 min read
Fall Tax Strategies
ICHRA Unleashed: Transforming Small Business Health Benefits The individual coverage health reimbursement arrangement (ICHRA) allows...
Oct 2, 20234 min read
November Tax Advice
Beware: New 2024 Businesses and Rentals Trigger FinCEN Filings If, in 2024 (right around the corner), you start a small business or buy a...
Aug 29, 20238 min read
New Scheduling Links & Deadlines
September Tax Deadlines: S-Corporations and Partnerships on Extension must file 2022 returns by 9/15/2023. Trusts on Extension must file...
Aug 28, 20231 min read
July Tax Tips
View this email in your browser Shutting Down a C Corporation There are several tax implications that you need to be aware of when...
Jul 28, 20233 min read
June Tax Tips
Holding Real Property in a Corporation: Good or Bad Idea? As the real estate market has cooled off in many parts of the country,...
Jun 16, 20234 min read
We'd Love Your Feedback
Now that the 2022 tax season is over for most of you, we wanted to take the time to say thank you to our loyal client base who have...
May 4, 20231 min read
Do You Need to File an Extension?
Contact Our Office: If you need to file an Extension for your Taxes. 610-667-0800 To schedule your Tax review appointment use these Time...
Mar 31, 20231 min read
March Newsletter
Health Insurance for S Corporation Owners: An Update Here’s an update on the latest developments in 2023 health insurance for S...
Mar 22, 20235 min read
Thank You & Deadline Reminder
Thank you to everyone who has scheduled and uploaded their documents in a timely fashion for this year's tax season. FX Cassidy &...
Mar 8, 20232 min read


Schedule Your Tax Review Appointment
Remember to upload or send us your tax documents at least 10 days before your appointment To schedule your Tax review appointment use...
Feb 10, 20231 min read
Tax Season 2023
Happy New Year! Thank you for your patronage and loyalty over the years. We pride ourselves in offering quality tax preparation services...
Jan 8, 20232 min read


Jan 8, 20230 min read
December 2022 Tax Tips
$80 Billion to the IRS: What It Means for You You may have noticed that the IRS is in a bad way. It has a backlog of millions of...
Dec 15, 20225 min read


Happy Holidays 2022
We are currently scheduling Tax Projection Consultations with clients. This includes corporate and business clients as well as personal...
Dec 8, 20221 min read
Last Minute Tax Strategies For 2022
Last-Minute Year-End General Business Income Tax Deductions The purpose of this email is to get the IRS to owe you money. Of course, the...
Nov 30, 202214 min read
bottom of page
![Color_logo_with_background[1].png](https://static.wixstatic.com/media/cc06e8_dbb993997cde425989d54cfd03fee371~mv2.png/v1/fill/w_250,h_77,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/Color_logo_with_background%5B1%5D.png)

