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How Castle Rock Filers Can Prepare for an IRS Audit

How Castle Rock Filers Can Prepare for an IRS Audit

by David Von Forney | Feb 22, 2023 | Uncategorized

First off – congratulations to the Kansas City Chiefs. From all accounts, it was a pretty epic game. And, of course, there are those commercials. Many great ones, but one quick note about one of, well, “professional interest” for me. The TurboTax campaign (“Don’t do...
Castle Rock 1040-Filer: How to Handle Crypto Assets on Returns

Castle Rock 1040-Filer: How to Handle Crypto Assets on Returns

by David Von Forney | Feb 15, 2023 | Uncategorized

Now that we’re into the first “full” week of February, things are truly heating up for us here at David, at least in terms of our communication volume. And no, we aren’t replying to our emails using ChatGPT … but I wouldn’t be...
Forney’s Private Foundations as Giving Strategies

Forney’s Private Foundations as Giving Strategies

by David Von Forney | Feb 9, 2023 | Uncategorized

Things have certainly picked up for us here at Mobile Tax … we can already tell that we will be quite busy from now until April . Regardless, just a little bump that it would be a very good idea to get on our calendar as soon as you’re able: calendly.com/davidforney ...
What You Need for Your Castle Rock Tax Appointment

What You Need for Your Castle Rock Tax Appointment

by David Von Forney | Jan 26, 2023 | Uncategorized

If you were watching football this weekend, you likely noticed TurboTax’s “personalized service” ads. Their timing was impeccable… if not slightly annoying – who wants to think about taxes while on the edge of your seat during a playoff game? The allure of big brand...
4 Financial Goals Castle Rock People Can Reach in 2023

4 Financial Goals Castle Rock People Can Reach in 2023

by David Von Forney | Jan 18, 2023 | Uncategorized

I want to help you today. With your resolutions, that is. You see, if you take a look at the most common resolutions (lose 20lbs, work out more, quit smoking, read more & watch less, etc. etc. etc.) they’re all pretty similar – you might as well get out last...
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