Yes. You can appeal an IRS lien or levy through one of two procedures: Collection Due Process (CDP) or the Collection Appeals Program (CAP). They are not interchangeable. A timely CDP hearing can preserve your right to later review by Read more
A payroll tax levy is one of the most serious IRS collection threats a small business can face. When a business withholds payroll taxes from employee paychecks but does not send those funds to the IRS, the problem can move Read more
Your Bank Balance Is Not Your Scorecard Most nurse entrepreneurs manage cash by watching the bank account. If it looks okay, keep moving. If it looks low, panic. That system works until it doesn’t. When it stops working, it usually Read more
Many Taxpayers Still Have Not Claimed Their 2022 Refunds Most people think an unfiled tax return matters only when they owe money but that’s not always true. Sometimes a person skips filing, but the government owes that person a refund. Read more
Tax identity theft is a real problem. But using an Identity Protection PIN can minimize your risk of tax fraud and give you peace of mind. Read on to learn more about how a tax identity pin can protect you Read more
Many tax professionals know the rules of Circular 230, but many business owners do not and trust that their tax advisor follows them. And understanding the seriousness of the expedited suspension rule is vital for business owners and tax professionals Read more
Tax problems are stressful. Tax fraud and scams make them worse. Many people know when something feels wrong, but they do not know what to do next. That delay can create bigger problems. The IRS has made it easier for Read more
National Slam the Scam Day: The IRS 2026 Dirty Dozen List The theme is consistent every year: criminals create urgency, impersonate authority, and push you into fast action before you verify facts. What’s different in 2026 is the acceleration of Read more
Turn Tax Season into a Wealth-Building Strategy Most people treat taxes as something to “get through.” They gather receipts, meet with their accountant, and hope for a refund. That reactive approach misses major opportunities to save money. A tax specialist Read more
Running a business involves many moving parts, from managing sales to keeping your team paid. Without clear and accurate financial records, even the best companies can lose track of where their money goes. That is where Simple Finances™ can help. Read more
Shaw is co-owner of Simple Finances™ and leads the firm's IRS representation and business valuation and exit planning services. His CEPA® credential anchors the valuation practice, helping business owners understand what their company is worth and how to build value before a sale or transition.
Georgene is co-owner and CEO of Simple Finances™. She brings 18 years of healthcare administration experience and over 8 years in the financial industry to help clients improve their bookkeeping and financials and ensure tax compliance and efficiencies. She leads the firm's financial leadership services, with a focus on nurse entrepreneurs and healthcare practitioners building their own businesses.