April 2, 2025
February 19, 2025
You may have read recent headlines about IRS workforce reductions. You might not think much about IRS staffing or funding—until it starts affecting your tax return, […]
January 20, 2025
Agate CPA January Newsletter: Tax Season Incoming, IRS IP Pin, & Maximizing Retirement Contributions
We’re knowledgeable & friendly professionals excited about helping you grow & preserve your wealth. Tax Season Is Here: Time to Login to the Portal We’re here […]
October 18, 2024
We’re knowledgeable & friendly professionals excited about helping you grow & preserve your wealth. IRS Announces Disaster Tax Relief for Victims of Hurricane Helene & Milton […]
August 1, 2024
We’re knowledgeable & friendly professionals excited about helping you grow & preserve your wealth. Tax Ideas Before the End of the Year As summer winds down, […]
July 11, 2024
Transitioning from working for another firm to running your own comes with a steep learning curve. Here are the top 5 financial must-dos for new law […]
June 1, 2024
We’re knowledgeable & friendly professionals excited about helping you grow & preserve your wealth. What Happens After We Die? Maybe Not What We Think. Imagine your […]
April 4, 2024
We’re knowledgeable & friendly professionals excited about helping you grow & preserve your wealth. April 15th Tax Day Tax quiz! Ready to put your tax knowledge […]
September 26, 2023
As financial planners, accountants, and tax advisors to entrepreneurs and executives, we’re regularly chatting with folks who are starting a business. They’re often either tired of […]