R&A CPAs blog

QuickBooks Desktop Slated to Sunset as Intuit Shifts to the Cloud

Like many vendors across the software industry, including Microsoft and Adobe, Intuit is sunsetting its long-running desktop product line in favor of its cloud-based model. QuickBooks Desktop (QBDT), used by…

August 2025 Newsletter

In this newsletter we cover employee gift matching programs as a philanthropic strategy, fraud prevention using the “fraud diamond” framework, upcoming expanded income tax disclosure requirements for private entities, and differences between public charities and private foundations. Also features a team spotlight on Lisset Anderson from Client Services.

Meet Nathan Bolt – Fractional CFO Services

Nathan is a seasoned Chief Financial Officer (CFO) drawing from over two decades of experience in accounting and finance. He holds a BS in Accounting, is a licensed CPA, and…

Why 2025 Is Turning Out to Be a Great Year

In January, we wondered what the year would bring. Well, now we know what the first half of the year has brought, and it is good news for high-net-worth business…

ACC Announces New Policies Aimed at Preventing Business Filing Fraud

Most state business filing agencies like the Arizona Corporation Commission (ACC) are ministerial entities only and have no regulatory or enforcement authority.  In other words, these government entities can make…

Key Provisions of the New Tax Act

  On July 4, 2025, Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law. At the center of the bill is the extension of many provisions of…

OBBBA – Tax Treatment of R&D Expensing and Bonus Depreciation

The One Big Beautiful Bill Act (OBBBA) significantly impacts the tax treatment for businesses of research and development (R&D) expense and bonus depreciation. These new provisions offer substantial benefits and …

July 2025 Newsletter

What is The Difference Between a Public Charity and a Private Foundation?

If you listen to public radio, you have probably heard an announcement that programming is supported by an organization such as the Jane Doe Private Foundation or the Smith Family…

Meet Lisset Anderson – Supervisor, Client Services

Lisset Anderson is a Supervisor in Client Services and has been a member of the R&A team since 2018. Lisset supports R&A’s clients, responding to questions, and ensuring client satisfaction.…

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.