provides investment management and
tax preparation services.
Loyola University Maryland's Sellinger School of Business will offer free
tax preparation services to qualifying families in the Baltimore community through its Loyola Clinical Centers, 5911 York Road in Belvedere Square.
At the Raleigh, N.C.-based State Employees' Credit Union, for example,
tax preparation services are growing by 15% a year, according to SVP of
Tax Preparation Services Tenesha Carter.
For the past decade the firm has been building its investment planning department while continuing to provide
tax preparation services in the area.
9 Refrain from using the auditor for tax planning and
tax preparation services. Although tax planning services do not impair the independence of auditors under SEC rules, audit committees should consider whether using the auditor for tax planning services is in the best interest of the company.
No notification will be required of CPAs providing
tax preparation services to individuals or estates as long as the estate relates to an individual who was a client at the time of death.
Online
tax preparation services are growing by leaps and bounds as millions of taxpayers use the Internet each year to file taxes and save time and money.
The American Association of Retired Persons offers free
tax preparation services through its Tax-Aide program; see www.aarp.org/money/taxaide.
Therefore, as currently interpreted, GLBA requires practitioners who provide, among other things, tax planning and
tax preparation services to individual clients, to give notice of the practitioner's policy regarding disclosure of private information at the start of an engagement, and annually thereafter.
As currently interpreted, the GLBA requires practitioners who provide, among other things, tax planning and
tax preparation services to individual clients, to give notice of the practitioner's policy regarding disclosure of private information at the start of an engagement, and annually thereafter.