Epic Trust’s new tax services deliver year-round support
This summer has found Epic Trust’s tax team reflecting on this past tax season and developing new ways to better serve client needs in 2024. Some of our newer clients might not know this, but the founders of Epic Trust’s tax division have been providing personalized tax and accounting services since 1979. Ron Burt and […]
Congrats to Tsveti Reil on her U.S. citizenship!
If you had your taxes done at Epic Trust this year, you might have seen a new face around the Richland office, that of Tsveti Reil. Tsveti is the wife of Tyson Reil, Epic’s chief marketing officer and president of insurance, and a licensed insurance professional herself. Something many people might not know about her is […]
Roth It to Insure It
Avoid passing on the ticking time bomb of taxes on qualified accounts to heirs
New Year, New Goals
Tips for building a foundation key to goalsetting success
The Good, the Bad and the Ugly
Biggest Tax Fails Hall of Fame
Tyson Reil Amongst Coterie’s Top 5 Agents
Coterie Insurance Agency of Cincinnati, Ohio recently ranked Tyson Reil, Chief Marketing Officer and President of Insurance at Epic Trust among its top 5 agents for 2022.
It’s not as bad as it looks
Current Economic Trends
87,000 New IRS Agents!?
Recap of Tax Law Changes for 2022 Filings
Year End Accounting Checklist for Businesses
We caught up with staff accountant, Taiya Anderson, to find out her year-end checklist for businesses, perfected over her 30 years managing books. 1. Keep Accounting Records Up-to-DateTaiya says this is the most important thing. “The larger your company, the better it is to have a look at it every month.” Compile records and […]
What a Career in the Insurance Industry Taught Me
Wendy Schell, one of Epic Trust’s insurance advisors, will be retiring at the end of this month with over 40 years under her belt in the industry. Over the course of her long career serving clients of all backgrounds across the Pacific Northwest, she has heard just about every story and experienced firsthand the evolution […]
