Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the tax professional know-how you’re looking for and can help you navigate your options.

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Five Reasons to Take Scenario Planning Seriously in Your Montgomery County and Tri-state area Small Business

Happy Earth Day. The day we celebrate this little blue marble we all enjoy living on. I found this fascinating as I was reading about it this morning — there are so many elements that make up the scenario of a thriving Planet Earth. Less threats because...

CFPB Small Business Loan Requirements & Your Montgomery County and Tri-state area Biz

Ever thought about taking a “mini sabbatical”? As in, longer than a week vacation and focused specifically on total rest? Here’s why I ask…Tax Day has come and gone, and, after a four-month sprint of paperwork marathons and client demands, my tax pro friends are...

3 Debt Elimination Steps for Your Montgomery County and Tri-state area Small Business

The tax filing deadline is Monday, April 15th. Last minute filing is not recommended for the sake of your business’s financial health.Besides that, we’re now into Quarter 2, which means taking some time to reflect on what worked and what didn’t work in Q1. It’s also a...

A New Retirement Plan for Montgomery County and Tri-state area Small Business Owners

Here we are four months into a new year and plugging along towards 2024’s goals for your business. First, thank you so much for your trust, and for allowing us to be the ones you trust to guide you on the path you’re charting for your business. Since we work...

Why Retain Montgomery County and Tri-state area Business Advisors Year-Round

Let’s get real: It’s mid-March and January’s zeal for fixing all the broken things in your business has probably faded by now.Maybe you started the year with a bang, but the grind has set in and it feels more like, well, a grind.That new spreadsheet you created to...

Managing Remote Workers Through I-9 Requirements: A How-To for Montgomery County and Tri-state area Businesses

We’re working hard for you.And we always want to make sure you’re optimizing your processes for profit, efficiency, visibility, and legal compliance. Including areas that often get overlooked…I keep seeing headlines about the arm wrestling over remote work, as...

All About BOI Reporting for Montgomery County and Tri-state area Business Owners

It seems business leaders aren’t worried about recession anymore. At least that’s what the annual World Economic Forum decided last week. Economic experts and business leaders are saying that we're not likely to see a U.S. recession in 2024. The Federal...

Why a Pre-Mortem Analysis for Any New Montgomery County and Tri-state area Business Is Necessary

In January, you’re thinking of ways to make your Montgomery County and Tri-state area business succeed. You’re looking at last year’s data and setting growth goals. There’s excitement in the air, and you’re buzzing with optimism. But that doesn’t always...

A Business Valuation for Your Montgomery County and Tri-state area Business

Making New Year’s resolutions seems like a waste of time. Sure, we might start with the best of intentions, but by February most of us have quit the gym, returned to normal eating habits, and left books unread on our bedside tables. But something I do...

CAS & Associates, Inc.’s 18 Questions to Drive Business Growth in 2024

By the time you actually get to reading this, there is a very good chance that you're reading a voice from the past. I make it a practice to prepare my Montgomery County and Tri-state area clients and friends a few days in advance, and RIGHT NOW, it is still 2023.But...

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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Robert M.

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Jane W.

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Jon C.

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Jon S.

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Person O.

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