All posts by Richard Tullier, CPA

About Richard Tullier, CPA

Richard has nearly two decades of accounting, tax, and consulting experience. He provides management and financial advisory services for clients, and he develops and teaches client training programs.

How Long Should I Keep My Tax Records?

Richard Tullier, CPA explains that 3 – 7 years is a general guideline for record retention, if you find yourself asking “How long should I keep my tax records?” It was January 2006 and my grandparents had decided that although they were spared any damage from Hurricane Katrina, they wanted to move north of the… Read More

IT’S OK TO EXTEND YOUR TAX RETURN

If your tax preparer said your extension is OK, then trust their instincts. Richard Tullier, CPA, tells us why it’s OK to extend your tax return.   Before I get to some of the many scenarios in which extensions make sense, here’s an analogy: It’s the day before a big test, but you just got… Read More

CPA, Tax Preparer, Bookkeeper: What’s the Difference?

Whether you’re starting a business or have been in business for years, you may have asked yourself this question at least once during your career: “CPA, Tax Preparer, Bookkeeper: What’s the Big Difference?” Wegmann Dazet Senior Tax Manager Richard Tullier discusses the difference amongst the three. People use these terms interchangeably, but the difference can… Read More