March, 2022

2018 Federal Income Tax Refunds

Time to think – or to check – did you file a 2018 federal income tax return?  If not, might you be entitled to a refund?  Hmmmm, so now is the time to check your 2018 return.  Currently, there are over $39,000,000 in refunds due to an estimated 39,000 taxpayers in New Jersey, with Pennsylvania […]

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Credit Report Errors

When was the last time you checked your credit report?  Have you ever checked your credit report?  Do you know how to check your credit report?  With the pandemic, errors have doubled on credit reports.  Why?  Certain programs implemented during the pandemic, such as forbearance periods on federal student loans and federally backed mortgages, have […]

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IRS Taxpayer Advocate

It is so common to hear grumblings about the IRS and all of its downfalls, but did you know that there is a Taxpayer Advocate? The duties and responsibilities of the advocate are to address concerns of taxpayers and improve the service that we as taxpayers receive. So, exactly what does this Taxpayer Advocate do?  […]

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Protecting Your Personal Information

There has recently been a story in Philadelphia regarding the theft of information from a person while hospitalized.  The end result was not pleasant with the theft of money from the hospitalized person’s assets. Stop and think for a minute – you go to the hospital – whether in anticipation of being an inpatient or […]

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The State Of State Taxes

Through the years, I have heard people make comments such as “_____ (insert your state of residence) has such high taxes”.  And, yes, it does seem like some states have higher taxes than others, but when speaking of taxes, one should be thinking about what type of tax is being talked about.  Stop and consider […]

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