Tax Problem Resolution

You’ve got a friend in the tax business.
Let us be your go-to for any tax resolution needs. From IRS wage garnishment protection to helping you get “innocent spouse” protection, we have the experience you need.

Payroll Tax Protection

Making mistakes on your payroll taxes is guaranteed to turn Uncle Sam’s eyes in your direction!

Unfiled Return Completion

The IRS would love to take care of your unfiled tax returns for you…
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What Are Typical Business Expenses in the First Year for Rockville, MD Small Business Owners?

Key Takeaways First-year expenses usually fall into operations, technology, compliance, and visibility Ongoing software and automation costs often outweigh one-time startup purchases Most first-year funding comes from owner capital or revenue-based...

A Checklist for Rockville, MD Business Owners: What Do I Need to Bring to My Tax Appointment?

Key Takeaways Personal and business identification details, including Social Security numbers and business IDs Complete income records Documentation that supports deductions, credits, and major purchases New forms and records required for the 2026...

What’s The Last Date For Employers To Send Out W-2 & 1099 Forms to Rockville, MD Employees?

Key TakeawaysW-2s and 1099-NECs must be sent to workers by February 2, 2026 (for the 2025 tax year). Those same forms must also be filed with the government by February 2, 2026, whether you file electronically or on paper. If you file 10 or more total...

How Many KPIs Should You Have For Your Rockville, MD Business?

Key TakeawaysYou only need 5–9 true KPIs for effective 2026 planning. KPIs should connect directly to a specific financial or strategic goal. Too many KPIs dilute focus and slow decision-making. The right KPIs help you act earlier, not just analyze...

Season’s Greetings From CAS & Associates, Inc.

Season’s greetings from the CAS & Associates, Inc. team. For you and me both, this week can feel like a blur – balancing the holiday rush with the administrative wrap-up of the year.And while it’s rather fast-paced here at CAS & Associates, Inc., I always do my...

What Are The Year-End Tax Moves to Make Now For Rockville, MD Business Owners?

Key TakeawaysIt’s not too late to create meaningful savings with these year-end tax moves to make now, but your options are very timing-sensitive. Low-cost, in-stock equipment and supplies are the most realistic last-minute purchases that can still be deducted...

Big Beautiful Bill Details Rockville, MD Business Owners Might Have Missed

(Disclaimer: These are things you want to be discussing with your tax professional more in-depth, so you’re making a plan that’s right for your business.)Key Takeaways The more favorable EBITDA-based business interest deduction limit is back for your 2025...

What Payroll Checklist Steps Do Rockville, MD Business Owners Need to Complete for Clean Data?

Key TakeawaysFocus on data integrity. Ensure payroll wages, taxes, benefits, and GL postings are clean, consistent, and reconciled. Your tax preparer depends on one crucial “three-way match”: W-2 totals, Form 941 totals, and the General Ledger wage expense should...

Rockville, MD Small Business Holiday Expenses: What Can I Deduct On Taxes?

Key TakeawaysCompany-wide holiday parties for employees (categorized as Employee Recreation/Entertainment) are generally 100% deductible, but confirm with your CPA. Meals with clients must be logged separately as Client Meals. Your tax preparer will apply the 50%...

Can Rockville, MD Investors Use Losses To Lower Capital Gains Federal Tax?

Key TakeawaysYou can sell losing investments to realize a capital loss that offsets taxable gains. If your losses exceed gains, you can deduct up to $3,000 against ordinary income ($1,500 if married filing separately). Unused losses carry forward...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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Tax Problem Resolution

How You’re Missing Legal Tax Deductions

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