ARCHIVED BLOG POSTS
2023
I specialize in tax preparation, planning, and representing taxpayers before the IRS and state tax entities. I am also a licensed Investment Advisory Representative in the Commonwealth of PA with Venn Wealth and Benefit Services LLC, a PA Registered Investment Advisor. Venn Wealth and Benefit Se...
02/25/2023
I do tax planning, prep, and IRS Representation primarily in Western PA. I hold an Enrolled Agent license, a PA insurance License, a Series 66 Investment Advisors License as well as being a Certified Tax Resolution Consultant. There are quite a few things out there in the personal finance realm ...
02/08/2023
I specialize in tax preparation, planning, and representing taxpayers before the IRS and state tax entities. I am an Enrolled Agent and Certified Tax Representation Consultant. Does donating to Goodwill, or Salvation Army or other such charitable organizations guarantee an audit? No, BUT there i...
02/02/2023