Christopher Ozdarski, CPA

Many tax professionals use what’s called an Engagement Letter to outline services to be provided and to clarify the responsibilities of the parties involved.  It is a good way to educate taxpayers about their responsibilities while also protecting the tax professional from certain liabilities.  Thus, I ask all clients for whom Individual Income Tax Returns are prepared to sign one of these documents.  Click here to read more...

So… you are with your banker, mortgage dude, or lawyer and you need a copy of last year’s tax return.  Or worse yet, the last three years.  If you are one of my disorganized clients who doesn’t want to be bothered with trying to find your copies, you might think “I’ll have my highfalutin smarty-pants CPA shoot a copy right over.”   Maybe.  Click here to read more...

Do you hire independent contractors for your business? If so, hopefully you’ve already reviewed the employee vs. independent contractor rules with your CPA. Having concluded that these individuals can in fact be paid as contractors, the next step is to collect the necessary taxpayer information so that you can issue them a 1099 at the end of the year.  Click here to read more...