01/05/2024
Reminder: Q4 estimated tax payment is due Tuesday, January 16, 2023.
Reminder: Fourth Quarter Estimated Taxes Now Due - Now is the time to make your estimated tax payment
Plan now to make your 4th quarter estimated tax payment.
01/03/2024
Great tips to make your tax filing hassle free!
Client Update Newsletter: January 2024
A new year means filing your 2023 tax return is right around the corner! With tax documents such as W-2s and 1099s arriving soon in your inbox and mailbox, this month’s newsletter has some tips to help stay organized this tax season. This will help you file your tax return (and potentially get...
12/29/2023
Happy new year! Here are some tax ideas to get you started right.
Great Tax Tips to Start the New Year - yes, really some tax tips
The holiday season is over and the new year is upon us. Why not consider starting the year with some tax smart ideas.
12/22/2023
Having a new baby or know someone who is? Here are some tax saving tips everyone should know
Babies and Children. Tax Tips Everyone Should Know - Especially parents, grandparents and relatives
Babies and kids bring plenty of upheaval to the lives of parents. Thankfully they also bring some breaks parents can use to reduce their tax burden, and friends and family can help! Here are some tips everyone should know.
12/15/2023
Need to know what information the IRS has on you? Transcripts, tax return copies and other documents are available from the IRS. Here is how to get them.
Know What the IRS Knows About You - Here is how you can find out...
It is now easier than ever to get access to your IRS records and see what vendors and employers have submitted to the IRS. Here is what you need to know.
12/08/2023
Now is the time to plan next year's retirement contributions. Here's what you need to know.
Plan Your 2024 Retirement Contributions
2023 contribution limits are set for retirement plans. Now is a good time to plan for your upcoming retirement contributions.
12/06/2023
There's still time to lower this year's tax bill with these ideas, plus some tax surprises to be on the lookout for. All this plus a fun holiday quiz to impress family and friends!
Client Update Newsletter: December 2023
The temperature isn’t the only thing falling this time of year. Your 2023 tax bill can also be falling with a little bit of proactive planning, but time is running out! To help you make the most of potential tax saving moves before the end of the year, this month's newsletter features several...
12/01/2023
Another late law change impacts what the IRS will see regarding small business activity for individuals that often don't think they are in business. Here is what you need to know.
Late Breaking News: New 1099-K Requirements Delayed - You will be surprised how many are impacted
If you sell concert or sporting event tickets, sell items on Amazon or eBay, or accept payments using digital tools like Venmo...READ THIS!
11/24/2023
The window to lower your taxes is quickly closing. Here are tips to know when you need a review.
Tax Planning Triggers - When to know to conduct a tax review
There is still time left in the year to impact your tax obligation, but only if you act soon. Here are some key triggers that mean a planning session might be in order.
11/17/2023
Sales to related parties, like children, grandchildren and siblings can cause tax trouble if you aren't careful. Before you act, call to discuss the specifics of your transaction.
Selling Property to Family Creates Tax Complications
Selling property to family is a common practice, but these transactions can have some unfavorable consequences if not planned for in advance. Here are four common related party situations and tips to help you avoid tax trouble.