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We have a client who decided to do back-door Roth’s on their own. The problem is they funded the Roth’s...

We have a client who finalized their divorce in February 2023.  During the marriage, each was the primary beneficiary to...

After establishing back door IRA HOW LONG YOU HAVE TO WAIT BEFORE CONVERTING TO ROTH? For tax purpose are other...

Clients each contributed $13,000 to their IRA’s early in 2023, $6,500 for 2022 and $6,500 for 2023, and then immediately...

My client passed away in January, 2023 at age 87.  The client had been receiving a pension from this employer...

Hi I have a situation where I accidentally rolled over my traditional 401k money into a roth IRA (about 45k)...

Hello: My wife and I are both retired. One of us have an earned income of about 11000. Other one...

After efiling our 2023 Federal tax return last week via TurboTax, I discovered that I had neglected to include information...

I’ve received K1s in the past. Since there were no distributions I didn’t report them on my tax return. I’m...

I am looking for a CPA to evaluate a situation where a taxpayer overcontributed to a SEP by about $150k...