Fourth Quarter Bookkeeping Checklist: Fix These Mistakes Before They Trigger an Audit

Fourth Quarter Bookkeeping Checklist: Fix These Mistakes Before They Trigger an Audit

Fourth Quarter Bookkeeping Checklist: Fix These Mistakes Before They Trigger an AuditSteve Perry
Published on: 24/09/2026

Unreconciled accounts, misclassified expenses, and missing contractor records drive IRS notices. Learn which fourth quarter corrections still protect your return before December 31.

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New IRS Office of Conservation Easements: A Warning for Aggressive Deductions

New IRS Office of Conservation Easements: A Warning for Aggressive Deductions

New IRS Office of Conservation Easements: A Warning for Aggressive DeductionsSteve Perry
Published on: 23/09/2026

The IRS created an Office of Conservation Easements and ended its settlement program the same day. Steve Perry, EA explains how waiting erodes taxpayer leverage and options.

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S-Corporation Compliance Mistakes That Attract IRS Attention

S-Corporation Compliance Mistakes That Attract IRS Attention

S-Corporation Compliance Mistakes That Attract IRS AttentionSteve Perry
Published on: 11/08/2026

S-corporation compliance continues after filing. Learn how IRS matching, reasonable compensation reviews, and notices affect planning and options year-round.

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What IRS Collection Notices Really Mean, Before Panic Costs You More

What IRS Collection Notices Really Mean, Before Panic Costs You More

What IRS Collection Notices Really Mean, Before Panic Costs You MoreSteve Perry
Published on: 25/06/2026

IRS collection notices are part of a structured process. Learn what they really mean and why panic often creates bigger financial problems than the notice itself.

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