Kristi M. Cline, CPA, Inc.

05/29/2026

It’s hard to believe it’s the middle of the year already. Check-in on your finances next month to make sure you’re on the right track!

05/26/2026

Kristi’s here with one common mistake people make when making the change from working for vs. owning a business.

05/16/2026

The IRS’s sending of about 1.4 million CP53E notices sparked concerns about errors and fraud. A release from the Taxpayer Advocate Service urged taxpayers to verify their accounts directly on IRS.gov.

05/15/2026

When it comes to running a business, you can’t do it all. Our talented team is here to make the financials easier on you and your team.

05/05/2026

Is there anything worse than spending too long searching your computer for a document? Setting a standard naming system for virtual files, like Month.Date.Year_DocumentTitle, can save you time – and a lot of frustration.

05/05/2026

I have seen a number of CP53E notices already this year. It’s not always easy to tell the difference between the real ones and the scams. If you get one, go to IRS.gov, create an account and check your bank info in your profile. If it’s correct, you don’t need to do anything else. If you don’t have bank info there, you can add it right there in your account.

When in doubt, give us a call.

Accounting firms are seeing an increase in scams involving the notices the IRS is sending to taxpayers when they don't provide their direct deposit information.

04/24/2026

How long should you hang onto those returns? Kristi is here with the answer.

04/16/2026

The countdown is on: 364 more days until tax day! But in all seriousness, thank you to all of our clients for your patience this season. In the meantime, we’re going dark for a few weeks recovering from a busy year. See you May 1!

04/07/2026

Real-life look at the office with just over a week until tax deadline.

04/04/2026

What are we hoping to see in our baskets this year? 1099s, W2s, financial statements and any other relevant information we might need to file your taxes. Kidding! 😄

Happy holiday weekend to all who celebrate!