Amanda has been preparing tax returns in addition to her other duties as ERO over the last five years. In fact, she has worked on many of the more complicated business returns along with Greg. Schedule with Amanda early, as her schedule will fill-up quickly. Greg will be working closely with her and Brett this coming season.
Shelby Bennett has been promoted to Electronic Return Originator (ERO) and will be assuming Amanda's prior duties reviewing all tax returns prior to transmitting them electronically.
Shelby came to work with Cook & Co. Tax Advisors in October of 2020. After receiving her Associates Degree in Accounting from Wallace State Community College in Hanceville, she immediately enrolled at Athens State to pursue ha Batchelors Degree.
My standard tax advice about spending money just to save taxes, has always been "don't do it." Historically I say only spend the money on a tax deduction if it is something that you would spend the money on even if it were not tax deductible.
Alternatively, I say spending money on a tax deduction is always a good idea if the expenditure makes you more productive, makes life easier or is something you feel you just cannot do without. When it comes to energy savings that also generate a tax credit, I wholeheartedly endorse them!
Buying or selling a business? If you are considering either buying or selling a business, my staff and I can assist with valuation and structuring the transaction for the best tax benefit.