Sandy Dobson CPA PC

07/06/2026

Taking new tax planning clients now ..

07/04/2026

🍎 Help Us Build Better Playgrounds for Our Bulldogs! 🐾

Murphy Elementary PTO is working hard to give our students safe, fun, and exciting playgrounds before school starts back—and we need your help!

We’re asking for support from individuals and local businesses to help us purchase playground equipment, sports balls, swings, mulch, and other much-needed items that will benefit every child at Murphy Elementary.

💛 Every donation, big or small, makes a difference!

We can accept:
✅ Cash
✅ Check
✅ Venmo
✅ Business sponsorships
✅ Tax-deductible donations (tax donation forms are available upon request)

Whether you’re a parent, grandparent, local business, or community member, we’d be incredibly grateful for your support. Together, we can create playgrounds our Bulldogs will enjoy for years to come!

If you’d like to donate or have questions, send us a message or contact the Murphy Elementary PTO. Thank you for investing in our students and helping us make a lasting impact! 🖤💛

Email: [email protected]
Venmo:

07/04/2026

05/01/2026

IRS SCAM ALERT – PLEASE READ

I want to share something important I am seeing this week.

Clients are receiving emails that look like they are from the IRS saying:
“You have a new secure document” or “Please sign” with a link to view it.

These emails can look VERY real.

Here is what you need to know:

The IRS does NOT typically contact you first by email, text, or social media.
Most official IRS communication starts by mail.

Safer option:
Instead of clicking any link in an email, go directly to your IRS account.

You can do this by:

* Going to IRS.gov
* Logging into or setting up your ID.me account
* Viewing your notices securely there

If there truly is a document, it will be in your IRS online account.

Best practice:

* Do NOT click links in unexpected emails
* Do NOT enter personal information from an email link
* Always go directly to IRS.gov yourself

If you are unsure, feel free to reach out to me before clicking anything.

Stay safe,
Sandy Dobson, CPA

04/26/2026

Shred Day Reminder + Tax Record Tips

Nantahala Bank & Trust
Murphy Branch April 28th

If you are cleaning out files for shred day, here is a simple guide on what to keep and what you can safely shred:

How long should you keep tax returns?

* 3 years: Most tax returns and supporting documents
* 6 years: If you underreported income by more than 25%
* 7 years: Records related to bad debts or worthless securities
* Keep indefinitely: If you did not file a return or filed a fraudulent return

What should you keep longer?

* Property records (purchase, improvements, sale) – keep as long as you own the property plus 3 years after sale
* Investment records – keep until sold, plus 3 years
* Retirement account records – keep until all funds are withdrawn
* Business records – generally 3 to 7 years depending on the situation

What can you shred?

* Old bank statements (after 1 year, unless needed for taxes)
* Old utility bills
* Credit card statements (after verifying)
* Any document with personal information you no longer need

Shredding is a great way to protect your identity and clear out clutter safely.

If you are not sure about a specific document, it is always better to ask before shredding.