Senior Tax Advisory Group

Looking for tax-free income? Here's a list of the more common types.

Income the IRS Can't Touch There's a lot of income the IRS doesn't tax. Here are a few of the more common types.

Social Security planning starts at an early age. Here is what you should be doing now!

Social Security Planning Starts Now for EVERYONE - Plus: Trump Account ALERT! Too many think to pay attention to Social Security only when they near retirement. Do this at your own risk! Even those in their 20s should be taking action. Here are some tips.

Let's Shred Some Docs Together!

Reminder: Second quarter estimated taxes are due Monday, June 15th.

Reminder: Second Quarter Estimated Taxes Are Due - Now is the time to make your estimated tax payment If you have not already done so, please plan to make your second quarter estimated tax payment. The due date is Monday, June 15th.

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!

Monthly Newsletter: June 2026 As summer settles in and schedules fill up, a few smart decisions now can help you avoid costly surprises later. In this issue, there are strategies to strengthen your financial footing – from midyear tax planning opportunities to knowing when to call for help with an IRS notice. There is also...

Underreported income and math errors are key mistakes that can trigger an audit from the IRS. Having your taxes prepared by a professional can significantly reduce this risk.

Five Reasons Why the IRS Will Audit You The IRS is constantly looking for a reason to audit you. There are several red flags that can identify your tax return as one that needs additional attention. Knowing these indicators can help you avoid the unwanted scrutiny.

There's still time to lower your tax obligation. Here are five great ideas to consider.

Lower This Year's Tax Obligation - Action to take now! Now is a great time to assess your current tax situation and address any lingering tax questions that may improve your tax picture this year. Here are five things to consider.

The gift tax is one of the most misunderstood provisions in the tax code. Here is what you need to know.

Understanding the Gift Giving Tax - Excess gift giving could cause a tax surprise Presenting a gift to a grandchild does not normally have us thinking about the taxes. However, if not careful, the over-generous gift giver could end up with a surprise tax bill and a note from the IRS.

Drive-Thru Shred Event!
Thursday, June 11, 2026
10:00 am to 2:00 pm or
UNTIL THE TRUCK IS FULL
Gather up those old bills, taxes, financial statements, receipts & any other sensitive documents for secure shredding.
This event is free and open to the public
USE THIS LINK TO LET US KNOW YOU ARE COMING
https://survey.zohopublic.com/zs/sYCljy

You can legally lower your taxes by shifting a certain amount of unearned income to your children. Here are some ideas to implement this strategy.

Leveraging Your Children's Lower Tax Rate - One of the best places for parents to look for tax savings The progressive nature of income tax rates offers taxpayers the incentive to transfer assets to lower earning taxpayers. Why not your children? Here are some tips.