IRS Rules on written advice have been tightened...
The IRS rules that govern the degree of risk we can legally take when providing you with advice have been tightened.
We wanted to make you aware of these rules so that you understand the IRS’s increased focus on collecting taxes and penalties from those who have, and prepare, aggressive tax returns and use tax avoidance schemes.
Mary L. Culshaw, CPA/PFS, CFP |
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Mary is an active member in the community and had served as the past District Treasurer for Rotary as well as a member of the Tualatin Chamber of Commerce. Outside of work, she enjoys reading, traveling with her husband Michael and real estate investments. This e-mail address is being protected from spam bots, you need JavaScript enabled to view it |
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Mary started in public accounting in 1990, and with Napier and Company since 2000 and became an owner in 2006. She has a background in servicing the personal and business tax needs of the small business owner. In addition to being a CPA, she also carries the credentials of a Certified Financial Planner (CFP) and a Personal Financial Specialist (PFS, a designation for CPA's only). These credentials help her to have expanded financial conversations with clients to address their overall financial planning questions and concerns.