Whether your business is the law, or a business with accounting or asset protection needs, our business has been “Solving clients’ problems" since 1977.

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Did the IRS Freeze Your Refund?

  • 13 October 2015
  • Author: Cari Holbrook
  • Number of views: 2319
  • 0 Comments
Did the IRS Freeze Your Refund?

During the latest 2014 tax filing season, the IRS froze the returns of 1.6 million possible tax ID theft victims. While it’s certainly better to be safe than sorry, what has happened after the returns are frozen may be considered a crime itself. Taxpayers who received letters from the IRS stating their returns were frozen were directed to a Taxpayer Protection Program (TPP) line to confirm their identities. However, the IRS answered as few as 10 percent of the phone calls made to the call line during their busiest times.

Growing Business, Mounting Employment Taxes: A Bankler Case Study

  • 23 September 2015
  • Author: Cari Holbrook
  • Number of views: 1537
  • 0 Comments
Growing Business, Mounting Employment Taxes:  A Bankler Case Study

Business growth is great. It’s the American dream. But without the right team on your side, the IRS can quickly turn that dream into a nightmare. 

“I failed to realize that middle management was the key to making it all work,” a business owner—now a Steven Bankler, CPA, Ltd. client—confessed when explaining how his company’s rapid growth from three locations to 20 locations in an 18-month period turned into a long-term battle with the IRS.

Have a Question for the IRS? Hang on!

  • 22 September 2015
  • Author: Cari Holbrook
  • Number of views: 1316
  • 0 Comments
Have a Question for the IRS?  Hang on!

During the latest tax season, the average wait time for taxpayers calling the IRS was nearly 25 minutes, which is double the amount of time of the previous year. Some days, fewer than 40 percent of calls actually reached a live person. In fact, the IRS hung up on about 8.8 million taxpayers during this year’s tax filing season, labeling the act “courtesy disconnects.”

Why Business Owners Are Celebrating Medicare's Big 5-0

  • 8 September 2015
  • Author: Cari Holbrook
  • Number of views: 1460
  • 0 Comments
Why Business Owners Are Celebrating Medicare's Big 5-0

This year marks Medicare’s 50th birthday. If you’re a business owner and think that milestone is irrelevant to you, think again. Participating in Medicare can be cost effective. If you’ve paid payroll taxes over the years, you may not need to pay premiums for Medicare Part A at all. But, in order to take full advantage, follow these three steps:

Selling Mutual Funds? Don't Forget This Tip

  • 26 August 2015
  • Author: Cari Holbrook
  • Number of views: 1665
  • 0 Comments
Selling Mutual Funds?  Don't Forget This Tip

If you buy stocks or have a mutual fund set up to automatically buy or reinvest shares regularly, it’s important to keep track of your cost basis. By doing this, you may be able to greatly reduce your capital gains tax if you ever need to sell some of the shares before retirement.

Tax Incentives for Military Veterans in Business

  • 25 August 2015
  • Author: Cari Holbrook
  • Number of views: 1222
  • 0 Comments
Tax Incentives for Military Veterans in Business

San Antonio has always been a proud military community. Employing military veterans during and after active duty helps maintain the strong, dedicated workforce that makes our community great. Plus, many employers find the work ethic, communication skills and other strengths common among military veterans make them strong team members.

POS Solutions

POS Solutions

  • 21 August 2015
  • Author: Cari Holbrook
  • Number of views: 0
  • 0 Comments
POS Solutions

Allen Devino considers himself a very lucky man.  A series of business pivots throughout his 20-year career in providing point of sale (POS) solutions for restaurants has brought him to exactly where he wants to be: In Austin, Texas, with a great business partner, serving the needs of some of Texas’s most innovative restaurants.

Create a SIMPLE IRA Before October 1

  • 11 August 2015
  • Author: Cari Holbrook
  • Number of views: 1807
  • 0 Comments
Create a SIMPLE IRA Before October 1

SIMPLE IRA plans provide great advantages for self-employed individuals and small business employers, since they don’t require the start-up and operating costs associated with conventional retirement plans.

Divorce and the Family Business

  • 29 July 2015
  • Author: Cari Holbrook
  • Number of views: 1378
  • 0 Comments
Divorce and the Family Business
You won’t own your business forever. Many small business owners neglect to acknowledge that simple fact. Perhaps your exit will be planned to perfection and you’ll either sell to a third-party or leave via a strategic family succession plan. Or maybe life will throw you a curveball. Divorce is certainly one of those curveballs that can be devastating to a business.

Energy-Saving Incentives for Small Businesses

  • 28 July 2015
  • Author: Cari Holbrook
  • Number of views: 1341
  • 0 Comments
Energy-Saving Incentives for Small Businesses

Many small businesses are becoming more energy efficient because it’s the right thing to do for our environment.  But did you know it can also benefit you as a business owner? The average commercial building wastes 30 percent of the energy it consumes, according to the U.S. Environmental Protection Agency. That’s a lot of money down the drain.

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