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.

Work From Home Policy for Montgomery County and Tri-state area Businesses

There’s no better way to celebrate work than by taking a day off. The irony of the Labor Day holiday gets us every year, but we do hope that it provided a little extra rest on the front end of a busy fall season. We mentioned in one of my recent notes another piece of...

CAS & Associates, Inc.’s 4 Straightforward Questions to Uncover Your Business Why

I suppose there’s never been an easy time to be in business. It’s tempting to look at the current economic situation and cite all the things working against business owners right now. And Google helps with that... My internet search this morning lent me the following...

Effectively Using Your Montgomery County and Tri-state area Company’s CRM For Sales Management

You want your business running optimally ALL the time. A good place to start is with evaluating your "tech stack.” Technology is evolving at a rapid pace. AI is sweeping through every industry. And what may have worked in the past for you may not be the best thing for...

Keeping Expenses Separate in Your Montgomery County and Tri-state area Business

Well, whether or not we’re headed for a recession is still in question. I’m sure you have your opinions on the matter. We’ll see how the Fed’s interest rate hikes (including the final one expected this week) have impacted things economically. Keep an eye on the Q2...

Keeping Expenses Separate in Your Montgomery County and Tri-state area Business

When Your Montgomery County and Tri-state Business Might Need a Valuation

We’re nearing June 30 (the mid-year marker), which is a very smart time to move into a different gear in examining your business’s financial situation. Because, like the good business owner that you are, I'm sure you kicked off Q1 with a bunch of exciting goals and...

Using KPIs For Your Montgomery County and Tri-state Business

Being able to reasonably forecast upcoming problems has become an essential skill for Montgomery County and Tri-state business owners -- but too many are flying blind, or doing "bank balance accounting." Can we help you fix this? Using KPIs For Your Montgomery County...

Are Your Montgomery County and Tri-state Business’s Receivables Slowing Down?

One of my favorite things about what we get to do around here is helping our Montgomery County and Tri-state clients find "missing money" in their businesses. Whether it's through cost reductions, profit analysis, tax planning (LOTS of money can be saved there), or...

Use These Financial Reports For Business Decisions By CAS & Associates, Inc.

How do you make financial decisions for your Montgomery County and Tri-state business? Do you set aside time to review your actual financial reports, or are you committing "bank balance bookkeeping"? You know what I mean: checking your business bank account daily as a...

Struggling Montgomery County and Tri-state Businesses: Careful With Price Reductions

If you're struggling in your Montgomery County and Tri-state business, tempted to do some price reductions to drum up sales, and not getting the traction you need... I have a quick thought for you today. Struggling Montgomery County and Tri-state Businesses: Careful...

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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