G. Alan Lister, CPA, CGMA

04/12/2026

No one likes to talk about or deal with taxes. But there are some tax myths out there that are hurting millions of Americans every year. It’s time to bust some of these myths once and for all!

03/27/2026

Wow, around $1.2 billion in unclaimed refunds is about to expire & go back to uncle Sam! Don't let yours be in that!

IR-2026-37, March 20, 2026 ― The Internal Revenue Service today announced that over 1.3 million people across the nation have unclaimed refunds for tax year 2022 and face an April 15 deadline to submit their tax returns.

03/27/2026

https://www.irs.gov/pub/irs-pdf/p6140.pdf

03/03/2026

Here's some info about Trump accounts...

Learn how Trump Accounts work, who qualifies for the $1,000 initial deposit, and why there are better ways to invest in your child’s future.

01/17/2025

I have debated doing this for quite a while now. Finally, after getting letters from a medical facility, a department store & a credit card company ALL saying they got hacked and the thief stole my info I decided to go ahead and set this up for me & my wife. It's an extra step (and that in itself annoys me!) but there's A LOT of money to be made by filing fake tax returns in other people's name, saying they have multiple kids... leaving the taxpayer with a mess to clean up & our taxpayer dollars gone forever! Anymore I don't think it's a question of IF it'll happen to you, but when... and this helps prevent that!

Identity Protection Personal Identification Numbers (IP PINs) can protect taxpayers from tax fraud. Should you get one?

11/08/2024

Hey small employers! The IRS is coming after you like never before if you don't send out Forms 1099 like you're supposed to. The penalty is $280 per 1099 that you should've sent out, but didn't. Please make sure you get all contractors' W-9 and send them a 1099 if you paid them at least $600/year for labor.

Send a message to learn more

08/26/2024

08/26/2024

08/02/2024

Here’s an example of a scam to watch out for! I’ve gotten a few of these in the last couple of weeks. Here’s a couple quick flags:
1) The IRS WON’T email you a link to click on!! They snail mail those letters.
2) if you put your mouse over the email address you’ll see the email actually doesn’t come from irs.gov but some other domain pretending to be them.

07/19/2024

When in doubt always check with a professional!

IR-2024-187, July 15, 2024 — The IRS issued a consumer alert today following bad advice circulating on social media about a non-existent “Self Employment Tax Credit” that’s misleading taxpayers into filing false claims.