R&A CPAs blog

Tax Credits for Energy-Efficient Home Improvements

Under the Inflation Reduction Act of 2022, tax credits are available for making homes more energy efficient, using clean energy sources and retrofitting heating and cooling systems. The energy-efficient home…

June 2023 Newsletter

Return-to-office plans remain in a state of limbo as some employers find that a remote work strategy is a viable option long term.

May 2023 Newsletter

The option of portability when planning your estate could make a substantial difference come tax time, especially with today’s generous estate and gift tax exemption amounts.

To Port or Not to Port: Is Filing for Portability Right for You?

Prior to 2010, the concept of portability as a tax strategy simply did not exist. Any amount of a lifetime exemption that went unused by an estate was purely lost.…

What Builders Should Know About the 45L Energy Efficient Tax Credit

The Inflation Reduction Act that was signed into law in August last year includes an extension of the 45L Energy Efficient tax credit, a federal tax incentive for builders of…

9 Money Milestones for Your 50s and Beyond

Every birthday is important in our book, but there are some key milestones to remember when planning for retirement. This age-by-age breakdown offers an overview of tax and financial planning…

Did You Know? R&A Offers Talent Acquisition Services – Exclusively for Our Clients

Whether you want to hire a top-level executive or professional staff, R&A is able to handle all aspects of the hiring process for you. We offer a variety of talent…

What Business Owners Should Know About Valuations

If you own a business, at some point you are likely to need a business valuation. A valuation can play a key role in helping you achieve your financial goals.…

April 2023 Newsletter

How will a Department of Labor rule proposal affect your business?

March 2023 Newsletter

R&A is pleased to share that, for the third consecutive year, we have won ClearlyRated’s Best of Accounting Award for providing superior service to our clients; one of just 44 accounting firms across the…

What to Know About Social Security Now and in Retirement

January 19, 2026

Social Security provides nearly 97% of older adults with a foundation of retirement protection in their later years. For many, it serves as a major source of income, supplementing 40% of their pre-retirement earnings or providing disability or survivor benefits for eligible individuals. For others, it’s a spoke in a broader retirement strategy, one of…

Preparing for an Audit

January 19, 2026

The word ‘audit’ can invoke images of piles of paperwork, discovery of horrible mistakes, and endless email chains in our mind’s eye. For auditees, exhaustion can creep in before the audit even begins. Prior experience with external audit can provide some relief in terms of familiarity, but for a first-time auditee, the process can be…

Tax Planning Strategies for Multi-State Real Estate Investors

January 19, 2026

In today’s market, investing in real estate across state lines has become an increasingly accessible and effective way to build a diversified portfolio and tap into areas that show strong demand and potential for appreciation. Real estate investors now own about 20 percent of the 86 million single-family homes and townhomes across the country. Of…

How Do You Know When Your Business Is Ready for a CFO?

January 19, 2026

One of the biggest challenges in running a successful company is managing growth. Not having the right skill set in place is like having the bat boy fill in as catcher. Your team can have a phenomenal pitcher, but each ball that gets past the catcher increases the likelihood of a loss. Many growing companies…

Tax Harvesting Strategies: How to Make Gains and Losses Work in Your Favor

December 18, 2025

Learn tax-gain and tax-loss harvesting strategies for 2025. Maximize investments, reduce tax liability, and plan year-end tax positions with proven tactics.

December 2025 Newsletter

December 18, 2025

Arizona Tax Credits for Individuals – 2025

December 18, 2025

Discover Arizona tax credits for 2025: charitable donations, foster care, school tuition, and military family relief. Learn limits and filing deadlines for maximum savings.

Can I Claim a Tax Deduction for that Donation?

December 18, 2025

Clarify which donations are tax-deductible. Understand 501(c)(3), churches, schools, and other exempt organizations. Know what qualifies for your tax deduction.

Taxpayer Right to Representation in IRS Matters

December 18, 2025

Understand your right to IRS representation. Learn how CPAs and authorized representatives help with audits, negotiations, and IRS compliance to protect your interests.