Here is our 2015 Tax Planning Letter.  Let us know if you have any questions about anything in this letter. 2015 Tax Planning Letter

Below is our Firm’s newsletter regarding the Affordable Care Act and the associated health care reform laws that impact many small and large businesses offering health insurance or other health care reimbursement arrangements.  The newsletter also describes the individual mandate requiring all … Continue reading →

Here is our 2014 tax planning letter.  When the tax extenders have been finalized we will post a summary of those as well. 2014 Tax Planning Letter    

To assist with preparation of your 2013 individual taxes, we have provided the two documents below.  You should download them, complete best you can, and then email back to cbarham@kuenizicpas.com. Thank you! 2013 Individual Tax Engagement Letter 2013 Tax Organizer  

Here’s our 2013 tax planning newsletter.  Major topics include the new 3.8% net investment income (NII) tax, 0.9% Medicare payroll tax and a new 39.6% tax bracket for individuals that all apply for the 2013 tax year.  These new taxes and limits are all … Continue reading →

To assist with preparation of your 2012 individual taxes, we have provided the two documents below.  You should download them, complete best you can, and then email back to cbarham@kuenizicpas.com.  If you prefer to fax, the number is 503.399.3977.  Thank you! 2012 Tax Engagement Letter 2012 Organizer … Continue reading →

Here’s our 2012 year-end tax update.  Major topics include the sunset of the Bush era tax cuts and a major overall of the estate tax system effective 1/1/2013.  We are anticipating a one-year extension of the Bush era tax cuts as well … Continue reading →