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Tax Issues After You Filed? Here’s What to Do

Tax Issues After You Filed? Here’s What to Do

If you’re having tax issues, we understand how frustrating things can get. After pouring through stacks of information and data when filing our taxes, the last thing any of us want is a notification from the IRS. Having problems processing your taxes isn’t ideal—but...

Stay Alert: Tax Scams are On the Rise

Stay Alert: Tax Scams are On the Rise

Every filing season, a surge of new tax scams arrive as threats for taxpayers. Year after year, phishing emails and telephone scams get harder to pick out. The Internal Revenue Service (IRS) even recently issued a reminder to all taxpayers. Scammers are on the prowl....

What to Know About the Proposed Estate Tax in California

What to Know About the Proposed Estate Tax in California

There’s a new proposed estate tax circulating through the statehouse that may have you feeling a slight amount of angst — not feeling prepared? No need to worry, your C&D financial advisors are here to help you out. We all know that California taxes can weigh on...

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