Behind the Puzzle: Managing the CPA Exodus

Every business owner faces unique setbacks that can make your hair fall out – but the unprecedented shakeup in the accountancy labor market has been a wild ride we’re glad is finally over (at least for us)! Our team is in great shape and we’re on the path to becoming

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what to do when you receive a letter from the IRS

What to do When You Get a Letter from the IRS

A letter from the Internal Revenue Service is just about the last thing you want to find in your mailbox – but seeing the letters I-R-S on the envelope isn’t necessarily cause for having heart palpitations. It’s important to remember that the IRS only contacts taxpayers via mailed correspondence to

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Accountability Services at Canopy Summit 2024

When Canopy invited Chief Business Development Officer Lera Kooper to be a panel member at their 2024 summit, we couldn’t book her plane ticket fast enough! Canopy’s practice management software has been a lifesaver for our firm and we’ll take any opportunity to share our positive experience. The Canopy team

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How Far Back Can a SaaS Company Claim R&D Tax Credits?

SaaS founders discovering that their business qualifies for R&D tax credits often lament that they didn’t take advantage of the credits sooner – but presuming qualifying activities took place in previous years, you may be able to retroactively file for this lucrative credit. In this post, we’ll outline the basics

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