Be Vigilant at Tax Time

February 15, 2022  |  Barton Walter and Krier

Each year the Internal Revenue Service puts together a list of scams to watch for when it comes to your hard-earned dollars. The annual IRS Dirty Dozen warns of tricks and schemes that occur throughout the year – and especially during tax-filing season. The federal tax deadline will be here before we know it, so the professionals at Barton, Walter & Krier wanted to highlight some common scams to help keep you vigilant at tax time. Phony Phone Calls Beware of phone calls claiming to be from the IRS and asking for personal information about you or your finances. As a rule, the IRS does not initially reach out to anyone by phone to discuss tax situations. A first-contact attempt most often comes via mail. The IRS does not request personal or financial details via text or email. And you can rest assured that if the IRS does contact you by phone, you will not be asked to submit payment in the form of a gift card, prepaid debit card, or a wire bank transfer. Do not give out your personal information. If you suspect the call is a hoax, hang up and report it to the Treasury Inspector General for Tax Administration. Watch Your Donation Dollars To claim a deduction for charitable […]

Read More

Adding Value to Your Business Deals

January 31, 2022  |  Barton Walter and Krier

In the business world, buying and selling can be tricky transactions. But they don’t have to be. And adding value to your business deals is easier than you think. Transaction Advisory Services (TAS) from Barton, Walter & Krier provide the expertise you need to understand the intricacies of the process and maximize the value of your purchase or sale. Learn more about TAS and when and how to utilize these impressive financial tools. Straight from the Source The best way to understand Transaction Advisory Services is to talk to someone who regularly handles such projects – someone with the experience to discern and explain the practice and importance of TAS. Blaine Andersen is that person. As BWK’s Managing Director of Transaction Advisory Services, he worked in Big 4 accounting for almost two decades and spent much of that time in M&A (mergers and acquisitions) transactions with PricewaterhouseCoopers. Andersen provides a wealth of knowledge for BWK and its clients, and his sell-side background is so solid that he’ll take on anyone in the business. “I’m known as a due diligence and sell-side specialist,” he said, “and my experience can compete with any others.” TAS Basics Transaction Advisory Services from BWK offer support for clients throughout the process of a deal and include: A quality […]

Read More

Recapping the Year in Business

December 22, 2021  |  Barton Walter and Krier

And just like that, we’re in the home stretch of 2021. The year seemed to fly by, and along the way your trusted tax professionals at Barton, Walter & Krier provided valuable information on the industry and ways to look out for or further your financial ventures. Recapping the year in business, we’ll look back at the topics we discussed and give a brief overview of each, in case you missed it. Putting Transaction Advisory Services to Work for You The team at BWK provides Transaction Advisory Services (TAS) to help clients make the best and most informed business decisions, be it a buy-side or sell-side transaction. We comb through all aspects of a potential deal – financial, operational, and strategic – to make you aware of the risks and rewards associated with the agreement before determining whether to follow through. Getting the Most with Sell-Side Advisory Services When you’re ready to sell your company, you want to have someone in your corner looking out for your best (financial) interest. That’s where BWK’s Sell-Side Advisors come into play. Our experts will help you prepare for the sale by answering questions about the selling process, evaluating your business’s worth, finding a buyer, and more. Our dedicated advisors help you get the most from the […]

Read More