Cornerstone, CPA

• IRS Tax Forms and Publications
• Mileage & Home Office Organizer
• Rental and Royalty Excel Template
• Schedule C Excel Template
• Tax Consulting Engagement Letter Tax planning and tax preparation go hand in hand This is an important distinction with our firm

Anybody can put numbers on forms

Strategic tax planning significantly impacts your bottom line As they say, failing to plan is planning to fail

Your tax burden should not be a surprise; it should be carefully anticipated

WHAT IS A DESIGNATED ROTH ACCOUNT?

Many 401(k) plans allow taxpayers to make Roth contributions as long as the plan has a designated Roth account Here's h

TAXABLE VS. NONTAXABLE INCOME

Are you wondering if there's a hard and fast rule about what income is taxable and what income is not? The quick (and ea

TAX BREAKS FOR OLDER ADULTS AND RETIREES

Everyone wants to save money on taxes, and older adults are no exception If you're 50 or older, here are six tax tips t

I have been with Wendy and Cornerstone CPA since the beginning and have never looked back Wendy has done my business and personal taxes along the way Her Client Portal allows you easy access to upload your files securely and gain access to them if needed in the future Wendy stays on top of the latest tax laws and I feel confident in CPA Cornerstone doing my taxes If you want personal service and not just a number, I highly recommend CPA Cornerstone

Wendy is thorough and a consummate professional She and her team provided the care and detail needed for my personal financial situation Her tax knowledge is extremely deep and you can feel very confident she will help you make the right decisions Thanks Cornerstone team!! My experience was fast, and feels good to have no worries when it comes to tax time The staff was friendly and was knowledgeable in issues directly involved with our small business

Wendy is a knowledgeable and caring professional that is an expert in her field of expertise Wendy takes the time to clearly answer your questions and explain ambiguous concepts to you I would highly recommend her to anyone in need of filing their taxes

I've been working with Wendy for years, and she was always been very helpful working with my wife and I on our accounting needs Most importantly, she gives us personal attention, which helps continue to build our trust and relationship with her I highly recommend Cornerstone!