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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Income Taxes for the Remote Worker

Have you been one of the workers that, due to Covid-19, your workplace has changed and you have been/are working remotely from your place of business?  If so, here are a couple of things to consider when preparing your individual income tax return: In what state are you working remotely?  Is it different than the […]

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Our Right To Receive Quality Service From The IRS

While we may not like to deal with the IRS, we do have the right to receive quality service.  As taxpayers, it is important to know what our rights are to better enable the service we receive from the IRS.  DID YOU KNOW: Taxpayers have the right to: Receive prompt, courteous, and professional assistance from […]

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PASSWORDLESS

New year – new word – PASSWORDLESS.  Ok, so what does it mean?  Well, add it to the dictionary.  Passwordless login eliminates the need to enter a password to gain access to a website.  It will enable you to prove your identity other than by entering your login and a password.  There are different methods […]

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Tips on Filing Income Tax Returns

Tis the season once again for filing our income tax returns.  This time of year can be the cause of much angst but the IRS has tips for lessening the stress of these next couple of months.  To start, filing deadline is April 18, 2022 due to Emancipation Day in Washington, DC.  So, you have […]

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IRS Issues: 5 Things To Remember When Filing 2021 Income Tax Returns

Tax season 2022 has begun.  In the spirit of trying to make it as painless as possible, see the reprint of IR-2022-16, January 20, 2022 below. WASHINGTON — With filing season beginning January 24, the Internal Revenue Service reminded taxpayers about several key items to keep in mind when filing their federal income tax returns […]

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Don’t Make These Estate Planning Mistakes

I know that I have written in the past about estate planning, but as time passes, we see more and more issues arising from estate planning mistakes – omissions, improper forms, improper titling or non-titling of assets, and not taking special circumstances into consideration. In our day-to-day administration of estates, we encounter many challenges and […]

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Do You Have an IRS Online Account? Should You?

You may ask why you should have an IRS Online Account.  And, what exactly is an IRS Online Account? An IRS online account is a safe and easy way for individual taxpayers to view details about their federal tax account. Among the benefits and features of this online system are the ability to view A […]

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