News & Insights

As millions of people file their 2025 tax returns, the Internal Revenue Service reminds taxpayers to use the Where’s My Refund? tool on IRS.gov to confirm receipt of their return and track a refund.…

Each year, the IRS releases its Dirty Dozen list to warn taxpayers about common scams that threaten personal and financial information. These schemes target individuals, businesses, and even tax professionals…

The Executive Order 14247, signed March 25, 2025, directs the U.S. Department of the Treasury and the Internal Revenue Service to transition federal payments to fully electronic methods. The goal is to…

Haefele Flanagan (HFCO) has acquired Durham, North Carolina based Mig Murphy Sistrom, CPA, PC, a firm focused exclusively on nonprofit accounting and advisory services. The acquisition strengthens Haefele…

In a changing and increasingly competitive market, winning new customers is a critical driver of sustainable revenue growth and long-term business value. For many organizations, customer acquisition is…

We’re proud to share that Leading Partner Jim Haefele will be honored at Legacy Treatment Services Monte Carlo Night this March, a well‑deserved recognition for someone who leads with heart, integrity…

After an extraordinary career spanning four decades, James (Jim) A. Rogers Jr., who has been with Haefele Flanagan since 1985 and served as Managing Partner for the past 11 years, will retire on December…

The IRS has announced important cost-of-living adjustments for the 2026 tax/plan year that will impact several retirement plan limits. These changes are designed to help employees keep pace with inflation…

The Internal Revenue Service reminds taxpayers who pay estimated taxes that they have until January 15th to make their payment for the 4th quarter of tax year 2025 without penalty. Who needs to make a…

TaxCaddy is a software program designed to make gathering tax documents and sharing them with your tax professional a breeze. But why take our word for it? Here are the top 5 reasons YOU should be using…