First State CPAs and Associates

5 hours ago

𝙃𝙤𝙬 𝙙𝙤 𝙄 𝙠𝙣𝙤𝙬 𝙖 𝙩𝙖𝙭 𝙢𝙚𝙨𝙨𝙖𝙜𝙚 𝙞𝙨 𝙖 𝙨𝙘𝙖𝙢?
The IRS does not initiate first contact by phone, text, email, or social media. If you receive a message out of the blue, look for these specific red flags:

1. The notice number on the document.
A legitimate IRS notice will always have a specific number (like CP14 or LTR 5071C) in the top right corner.

2. The payment method indicated.
Scammers demand gift cards, crypto, or wire transfers. The IRS uses standard tax payment channels.

3. Any social media claim.
The IRS reported over 600 impersonators in 2025 using fake website names and IRS-style language to steal Social Security numbers.

A little caution goes a long way. If you're unsure about it, don't click the link.

Instead, go directly to IRS.gov and log in to your official IRS Online Account to verify your status.

Or reach out to us and we can help you verify. ... See MoreSee Less

First State CPAs and Associates

1 day ago

We've got lots of great strategies we're excited to share with you over the coming months, but we also value what you have real questions about that we can answer. ... See MoreSee Less

First State CPAs and Associates

2 days ago

𝙄𝙨 𝙢𝙮 𝙘𝙪𝙨𝙩𝙤𝙢𝙚𝙧 𝙙𝙖𝙩𝙖 𝙧𝙪𝙣𝙣𝙞𝙣𝙜 𝙢𝙮 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨… 𝙤𝙧 𝙨𝙡𝙤𝙬𝙞𝙣𝙜 𝙞𝙩 𝙙𝙤𝙬𝙣?
Using spreadsheets and sticky notes for this represents "organized chaos." And for a growing business, that chaos is an expensive liability in lost labor and missed revenue. A CRM gives you one centralized location to track leads, follow-ups, and customer history, so fewer opportunities slip through the cracks.

It's easy to get started by choosing a tool that fits your current stage:
• For Simplicity: Less Annoying CRM or Bigin by Zoho are excellent for managing contacts without extensive setup.
• For Visual Pipeline Tracking: Monday CRM offers intuitive drag-and-drop boards to see your sales stages clearly.
• For Scaling Operations: Zoho CRM or Vtiger provides advanced forecasting and all-in-one management.

The right tool is the one that solves your current bottleneck without creating a technical one too soon.

I can help you evaluate these options to build a record-keeping process that makes sense for how your business actually operates. ... See MoreSee Less