Year-End Tax Planning

I truly hope everyone is having an enjoyable holiday season filled with hot cocoa and lots of time with family and friends. Of course, this time of year is the perfect time to work on your tax numbers! I know, it may not sound like lots of fun, but a few well-chosen

Team IS Everything

Accounting Services | Staffing | Tax Preparation | Women in Business

At Hauser Jones & Sas, the quality of our client service depends on the quality of our team, that’s why we believe “Team IS Everything” and that’s why we are constantly recruiting top-notch talent into our firm, especially those who value timely service

The Top 5 Things You Should Know About the BSA’s 5th Pillar

Regulatory Compliance

While BSA’s Customer Due Diligence (often referred to as the “5th Pillar”) went into effect on May 11, 2018, our clients and friends still have a lot of questions floating around, so our team performed “post-mortems” from our most recent BSA Compliance

Lease Accounting Changes – The Big Asset Purchase?

Accounting Services | Audit

Soon, as early as 2019, corporate balance sheets could increase by up to $2 trillion, will anyone notice or understand why? Unfortunately this is not a “Big Asset Purchase” and it will not have any positive ripple effects on our economy. Instead, it’s a

We’re On Your Side

General Tips | Tax Preparation

One of the best aspects of my job is developing relationships with my clients. I love watching a client’s business develop through the years of our relationship, and I feel a big part of my job is working with them as they succeed and grow. That is one of the

Does Your Bank or Credit Union Qualify for Reduced HMDA Regulations?

Audit | Strategy

HMDA has plagued banks and credit unions for years, and unfortunately, it just got 10 times harder. In January of this year, the CFPB expanded HMDA regulations in a huge way. To meet the requirements in the past, you could fit all the lines and columns of a loan

The Tax Audit – Inevitable or Avoidable?

Accounting Services | Tax Preparation

We all have to do it every year. After all, it’s one of the two things they say are for sure in life, right? And what is the biggest fear we have when it comes to filing our taxes? The looming threat of an IRS audit. One thing that makes it so scary is not

Fight the Bias: Getting a Mortgage When You Are Self-Employed

General Tips | Strategy

As a tax CPA, former banker, and financial services expert; I know first-hand the challenges of applying for a loan. It’s even more difficult when you are self-employed because instead of validating your income with a Form W-2, the mortgage lender must first

3 Things You Must Consider Before Selling a Rental Property

General Tips | Tax Preparation

People ask me about the taxable gain on selling a rental property all the time, so I wanted to take a minute to outline it for you in this post. I wish I could tell you this was a cut-and-dried situation. That it was black and white and the pros or cons were the

Beyond The Numbers

Sharing insights from thousands of hours of consultative accounting