IRS & State Tax Issues
When an IRS Notice Is Really About Your Books
Most IRS notices point at a return. Many are really pointing at the bookkeeping behind it. How to read the notice — and the ledger — together.
By Gerri Lazarre, CPA, MSTComing soon
Insights
Original guidance from the desk that answers your engagement.
Written by Gerri Lazarre, CPA, MST and the TriMerge team. Focused on the decisions Miami owners and individuals actually face — not generic tax commentary.
Recent guidance
Editorial calendar in progress — new pieces publish here.
Year-Round Tax Strategy
Reasonable Compensation Is Not a One-Time Decision
For S-corp owners, reasonable comp is revisited every year the business changes. What we look at when we set — and defend — the number.
By Gerri Lazarre, CPA, MSTComing soon
Business Financial Controls
The First Financial Statement a Lender Will Read Closely
Most owner-prepared statements do not survive lender review. What TriMerge cleans up before the package leaves your desk.
By Gerri Lazarre, CPA, MSTComing soon
Practitioner note
We don't syndicate generic tax articles. If a piece is here, someone at TriMerge wrote it because it changed how we advised a client.