R&A CPAs blog

Meet Chang Moo – Supervisor, Tax

Chang Moo is a Supervisor in our Tax department and has been a member of our team since 2017. Prior to joining R&A, he worked for Deloitte and RSM. His…

September 2025 Newsletter

Will the Appraiser You Select Withstand IRS Scrutiny?

If your business is in need of an appraisal, it is vital that you select the right appraiser. This case, Estate of Scott M. Hoensheid v. Commissioner (T.C. Memo 2023-34),…

Business Succession Planning: Defining Your Tax Strategy

Owning a successful business is often more than just a financial asset; it’s a culmination of hard work and dedication. It’s about carrying forward a legacy. Succession planning is the…

EV Tax Credits End in September 2025

Congress began creating tax incentives for purchasing energy efficient vehicles in 2005, and the Inflation Reduction Act passed in 2022 brought major expansion to the electric vehicle (EV) tax credit…

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…

Do You Need to Make Estimated Tax Payments?

June 4, 2026

The US tax system requires taxpayers to pay tax on income as it is received during the year—paying estimated taxes through the year helps you avoid some potentially significant IRS penalties and interest. Click for what you need to know.

Top HOA Fraud Risks and Why Financial Statement Audits Matter

June 4, 2026

Fraud can occur in any Homeowners Association (HOA). Understanding where fraud tends to show up and what financial statement audits can reveal can help boards strengthen oversight and better protect community funds.

How to Structure Real Estate Investments for Maximum Tax Efficiency

May 7, 2026

The structure behind real estate investment is key—the difference between a well-structured investment and a poorly structured one can be significant. Click for the details.

Why Some Taxpayers May Need to File Amended 2025 Arizona Tax Returns

May 7, 2026

States can create their own tax laws—and that adds complexity for taxpayers who must file both federal and state tax returns. Click for more information and some specifics for Arizona.

Does my Business Need Cyber Liability Insurance?

May 7, 2026

Because the financial consequences of a cyberattack can be devastating, business owners must consider what they can do to manage risk and mitigate damage. Cyber liability insurance is an option we recommend.

IRS to Revise Nonprofit Tax Returns

May 7, 2026

New proposed changes to Form 990, which is filed by not-for-profit organizations, will focus on making an organization’s use of funds more transparent. Click for more details.

What OBBBA Tax Changes Take Effect in 2026?

May 7, 2026

January 1 ushered in a new set of provisions resulting from the One Big Beautiful Act that will influence what 2026 looks like. You will want to pay attention now, before the year gets too far along.

April 2026 Newsletter

April 9, 2026

Understanding the Federal R&D Tax Credit

April 9, 2026

At its core, the federal R&D tax credit, enacted in 1981 to stimulate innovation and business investment, provides dollar-for-dollar savings tied to qualified research activities. It is now complemented by similar tax credits in many states and, together, federal and state credits can amount to as much as 20 percent of the costs incurred in…