News & Blog

4th Quarter Tax News

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This special edition 2016 Tax Planning Roundup is full of tax saving and planning strategies that can help you with ongoing financial management and tax planning.  It contains information on:

More Certainty for Year-End Tax Planning
Year-End Planning for Itemized Deductions
Year-End Planning for Deducting Taxes Paid
Year-End Planning for Charitable Donations
Year-End Planning for Medical Deductions
Year-End Retirement Tax Planning
Year-End Business Tax Planning


CPA Client Tax Letter Q4 2016 from TR&S CPA 

Click to Read!

See Also: Citation and Resource Guide accompanying this […]

Year End Letter

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October 4, 2016

Dear Valued Client,

As the year draws to a close, now’s an excellent time to review your current tax planning strategies to ensure they’re still meeting your needs and to develop plans for 2017. It’s also a good time to take advantage of last-minute planning opportunities that could save you money now and in the coming year.

With all that in mind, please contact us at your earliest convenience to discuss your tax outlook so that we can develop a customized plan that will address your specific financial concerns. In the meantime, here […]

October 2016 Newsletter

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This month’s newsletter is full of ideas and suggestions that can help you with ongoing financial management and tax planning.  It contains information on:

Financial Steps to Take After a Child Is Born
Investing in Gold Can Be Taxing
What Goes Into a Wellness Program?
Tax Calendar

CPA Client Newsletter October 2016 from TR&S CPA 

Click to Read!

This CPA Client Tax Letter is provided by Twilley, Rommel & Stephens P.A.  to its clients through an arrangement with the AICPA, which holds the copyright to the CPA Client Tax Letter […]

Beware of this IRS Scam

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2014 Year-End Tax Planning

Information for Taxpayers Regarding Tax Scams

An aggressive and sophisticated phone scam targeting taxpayers has been making the rounds throughout the country. Callers CLAIM to be employees of the IRS, but are NOT. These con artists can sound convincing when they call. They use fake names and bogus IRS identiication badge numbers. They may know a lot about their targets, and they usually alter the caller ID to make it look like the IRS is calling.


The IRS or State Taxation Agency will:

NEVER Call to demand immediate payment method
NEVER Threaten to have you arrested

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