How can you make yourself less vulnerable to being audited? By Carey Lampel, LLM EBS Consulting, Inc It’s always a good idea to work closely with a CPA, tax attorney, financial planner, or all three, to make sure you’re taking every allowed deduction and avoiding potential audit risk. Here are some suggestions from CPAs and tax gurus who work with small businesses and other financial advisors. 1. You need your tax team to make sure you avoid an audit or, when an audit appointment is
Kevin Sternagle, President, SBIS (business partner) “After working very closely with Carey on a few clients, I can say through experience that she not only has the client's best interest at heart in all aspects of planning, she brings a unique expertise and professionalism to each scenario she helps her clients navigate.” February 7, 2012
Bob Santoro has nearly 30 years experience as a CPA as well as a law degree. What a combination! Bob works closely with Carey Lampel in preparing and reviewing corporate, partnership, fiduciary and individual returns for our clients. He also helps manage negotiations with the IRS, resolving tax issues and disputes and has experience in dealing with international companies and clients. We are happy to have Bob on our team as he brings years of valuable experience to the table.
