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News From Flatiron Advisors

We hope you find these updates and informational blog posts useful for tax and business planning purposes.


Scheduling Tax Work At Flatiron Advisors

We have been working at making changes to how our practice operates starting in 2022. With staffing shortages, the difficulty in finding professional assistance, ever-increasing last-minute tax law changes, and simply the desire to not work 80-hour weeks from January through April, we find it necessary to implement some changes. In a nutshell, we are […]
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Important Tax Season Information For Individual Tax Clients

Tax season is upon and that means its time to start watching for a gathering your documents for tax preparation. Here is some information to get the ball rolling this year. TAX DOCUMENTS: We will be sending out tax questionnaires and organizers in the next 1-2 weeks. Please be on the lookout for these. Most […]
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2021 Business Organizers Now Available

We have the business organizers available for clients who have entity returns that must be filed. Entity returns are any business taxed as an S-corporation, C-corporation or partnership. These checklists and questionnaires are required for each entity and we cannot start work without it. All packets are available as PDF files you can download, or […]
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