May 15, 20194 min read
Read This before Tossing Old Tax Records!
Article Highlights: Reasons to Keep Records Statute of Limitations Maintaining Record of Asset Basis If you are a neat-nick and your tax...
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May 14, 20194 min read
Eldercare Can Be a Medical Deduction
Article Highlights: Nursing Homes Meals and Lodging Home Care Nursing Services Caregiver Agencies Household Employees Because people are...
May 8, 20193 min read
When Can You Withdraw from Your 401k or IRA and Avoid Penalties?
Withdrawing money early from your 401(k), your IRA or some other type of retirement fund is something that may be necessary for a wide...
May 8, 20194 min read
The Tax Benefits of Going Green
Article Highlights: Refundable vs. Nonrefundable Credits Home Solar Credit Solar-Power Tax Credit Phaseout Is Solar Worth the Expense?...
May 7, 20193 min read
So, You've Made a Mistake on Your Tax Return. What Happens Now?
Generally speaking, tax return mistakes are a lot more common than you probably realize. Taxes are naturally complicated, and the...
May 7, 20192 min read
May 2019 Individual Due Dates
May 10 - Report Tips to Employer If you are an employee who works for tips and received more than $20 in tips during April, you are...
Mar 27, 20194 min read
The Tax Filing Deadline Is Around the Corner
Article Highlights: Extensions Balance-Due Payments Contributions to Roth or Traditional IRAs Estimated Tax Payments for the First...
Mar 26, 20196 min read
Tax Tips for IRA Owners
Article Highlights: Early Withdrawals Excess Contributions Multiple Rollovers No Traditional IRA Contributions in the Year Reaching age...
Mar 19, 20194 min read
Be Tax Wise With Your Charitable Contributions
Article Highlights: Charitable Itemized Deductions Bunching Deductions Qualified Charitable Distributions Donor-Advised Funds Donations...
Mar 12, 20192 min read
Checking the Status of Your Federal Tax Refund Is Easy
Article Highlights: Your federal tax refund status can be checked online. E-file refunds are generally issued within 21 days of filing....
Mar 6, 20194 min read
How to Pay Your Federal Taxes
Article Highlights: Electronic Funds Withdrawal Direct Pay Electronic Federal Tax Payment System Send a Check Pay by Cash Credit Card...
Mar 5, 20194 min read
Are You Missing a W-2?
Article Highlights: Missing W-2 Contact the Office Contact the Employer Contact the IRS Prepare a Substitute W-2 File on Time or Get an...
Mar 5, 20194 min read
A Government Shutdown Isn't Going to Save You From an IRS Audit
Yes, it’s true that we’re just coming out of the longest government shutdown in the history of the United States. It will take many...
Mar 5, 20193 min read
March 2019 Individual Due Dates
March 11 - Report Tips to Employer If you are an employee who works for tips and received more than $20 in tips during February, you are...
Feb 27, 20195 min read
It’s Not Too Late to Make a 2018 Retirement-Plan Contribution
Article Highlights: Traditional IRAs Roth IRAs Spousal IRA Contributions Simplified Employee Pension Plans Solo 401(k) Plans Health...
Feb 26, 20192 min read
Disappointed in Your Tax Refund?
Article Highlights: Average Refund Down Tax Filings Down Effects of Lower Refunds Actual Tax Generally Lower How This Happened If your...
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