Are you built for the long haul or a specific person? Answer these questions to find out. If you have any real pause on these items, then I highly suggest starting to think about how you would proceed and what standard processes you have in place that you need to communicate more broadly.  We hear a […]

Back in early April when I was wrapping up final client questions with our CPA partner, Jennifer Schmitz from Beyond Accounting, she alerted me to an issue with my own tax return.  By the time we have hit April, SourceUP has already completed a long list of filings, reviews, and sign offs for each of […]