Margie joined the firm in 1998 and brings more than 20 years of experience in public accounting. In her management role, she prepares corporate, partnership, trust, individual, and estate tax returns; performs compilations and reviews; and oversees and reviews work performed by other staff members. A definite “people person,” Margie enjoys meeting, advising, and assisting clients with their accounting needs. Margie received her bachelor’s degree in accounting from Frostburg State University.
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.