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How to Pay Taxes

Your taxes are prepared and OUCH – you owe.  Were you aware that there are several payment options available where [...]

Be Prepared to Validate Identity if Contacting the IRS

Tax season is in full swing and you may find a need to contact the Internal Revenue Service about your [...]

Additional Tips in Choosing a Tax Preparer

A couple of weeks ago we talked about resources to help in preparing your return.  If you haven’t prepared your [...]

Questions About Tax Reform?

For over a year we have been hearing about the December 2017 Tax reform legislation.  But, how does it affect [...]

Preparing Your 2018 Tax Return

We are now beyond February 15 when income tax information was to have been sent out.  If you haven’t already [...]

Avoiding The Rush

Below is a notice published by the IRS with regard to the upcoming Presidents Day holiday and the increased calls [...]

Income Tax Refunds

Are you lucky enough to be receiving a refund for overpayment of income taxes?  Here are some tips from the [...]

How The New Tax Law May Affect Your Income Tax Return

You may notice several of the following items that may affect your individual income tax return: A change in the [...]

Let’s Get Ready For Tax Season

Let’s Get Ready For Tax Season

Tax season is upon us and we have begun to receive those pieces of mail marked “Tax Information – Important”.  [...]

Checking In On Your Resolutions – #2

Last week we started our check on our resolutions and we will wrap up our suggestions this week. ARE YOUR [...]

Checking In On Your Resolutions

So, we are in the first full week of January and life is regaining a normal routine.  How are you [...]

Salient Considerations in a Time of Transition

NEW YEAR’S RESOLUTION WELCOME 2019!  The new year is upon us and like most individuals, you may have made resolutions [...]

As The Year Winds Down…

It is hard to believe that 2018 will soon give way to 2019.  Where does the time go? When I [...]

What Happens If Large Gifts Are Made Now?

With the Tax Cuts and Jobs Act of 2017, the increased gift and estate tax exclusion amounts are set to [...]

Don’t Get Scammed

Tis the season. . . . For a risky time for people and their sensitive data.  Online shopping, impostors posing [...]