R&A CPAs blog

Why More Businesses are Turning to Fractional CFO Services

For many small and mid-sized businesses (SMEs), hiring a full-time Chief Financial Officer (CFO) can often exceed operational needs or current budget realities, despite the clear value seasoned financial leaders…

Succession Planning is Vital – What You Need to Know

In 1977, Steve Jobs and Steve Wozniak incorporated Apple Computer, a company that would revolutionize technology and consumer electronics and have a profound impact on the music, film, and wireless…

May 2025 Newsletter

How to Read a Not-For-Profit Tax Return (Even if you are not a tax professional) Part I

According to the Internal Revenue Service, there are approximately 1.5 million public charities and private foundations in the US. That’s a lot of good work being done! Public charities depend…

Managing Cash Flow and Tax Planning in Real Estate Portfolios

Real estate has weathered its fair share of market shifts in recent years, but compared to more volatile asset classes, its resilience continues to buoy portfolios with diversification and long-term…

BOI Reporting Obligations Reinstated–And Then Removed Again

The Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) is the agency that enforces the Corporate Transparency Act (CTA). Earlier in 2025, FinCEN sent out a notice indicating a…

April 2025 Newsletter

The April newsletter featuring expert CPA guidance on analyzing non-profit tax returns, strategies for optimizing real estate portfolio cash flow, the latest updates on BOI reporting requirements under the Corporate Transparency Act, essential business disaster planning strategies, and understanding the tax implications of Roth IRA conversions.

2024 Arizona Tax Credits for Individuals

The 2024 Arizona Tax Credit programs for individuals allow you to make a positive charitable impact while receiving a credit that reduces your Arizona income tax liability dollar for dollar.…

IRS Announces Mileage Change For 2025

At the end of December, the IRS announced standard mileage rates for 2025. Below are the deductions, if you are using an automobile for approved purposes: Self-employed and business: 70…

Tax Benefits for Businesses That Accommodate People with Disabilities

Businesses that make structural adaptations or other accommodations for the elderly or for employees or customers with disabilities may be eligible to save money on their taxes through various tax…

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.