The IRS tracks you and us. You don’t want to be flagged as a taxpayer that uses shady tax strategies. We don’t want to be flagged as a tax preparer that uses shady strategies either. This type of reputation will follow you (and us!) forever. We have had a few clients who have crazy ideas to save taxes or cover mistakes. Ideas that seem to be backed up by online sources or AI half truths. But often these are not legal or ethical.
A recent situation resulted in a bad review because we wouldn’t agree to slide personal income into an entity. But we won’t tarnish our reputation with shady tactics, even if some people might argue it is in a grey area. Our goal is to help you do things the right way and avoid future problems and penalties.
Play by the rules, even if you literally pay for your mistake.
