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Enroll in TaxCaddy: A Simplified Solution for Brinker Simpson 1040 Clients
Streamline your tax preparation process with TaxCaddy. Get your tax organizer delivered electronically, securely handle all your documents, and effortlessly communicate with your trusted Brinker Simpson tax advisor.
Returning Users: Your TaxCaddy enrollment from last year automatically continues this year.
New Users: Sign up here to begin your simplified tax preparation journey.
Have you recently signed up? Expect your invitation soon.
TaxCaddy is exclusively for individual clients (Form 1040 filers).
Employer Tax Deadline Reminder
Employers, mark your calendars: January 31 is the deadline to file wage statements and independent contractor forms.
Don't Overlook Taxes when Contemplating a Move to Another State
Are you considering relocating in retirement? Remember to consider state and local taxes in your decision, as establishing residency for tax purposes can be complex.
Tackling Nonprofit Fraud: Awareness and Prevention
With rising cases of cyberattacks and social engineering fraud, our forensic teams are at the forefront, helping clients mitigate fraud risks from both internal and external threats.
The new year signals book closing time for 2023. Start the new fiscal year off right by ensuring your book balances are accurate for a smooth transition into 2024.
Brinker Simpson & Company, LLC, Delaware County's largest locally owned, full-service public accounting firm, is pleased to welcome Ariana Solomon to our team of professionals. Ariana joins the Firm as an accounting associate in the Tax department.
From retirement planning to charitable donations, know the value of your assets. Appraisals are key for valuing items like business interests, real estate, and collectibles.
This e-newsletter is for general informational purposes only and does not constitute legal, tax, accounting, investment, or professional advice. It should not replace professional consultation. Always seek advice from qualified professionals before making any decisions. The tax information provided is not intended for use in avoiding penalties. We do not guarantee the accuracy or completeness of this information and disclaim all warranties, express or implied.