Individuals

COVID-19 (Coronavirus)

A quick update regarding the COVID-19 Coronavirus: First of all, we understand your concerns and will work with you to prepare your returns. Also, yes, we’re open and we will remain open throughout the tax filing season (now extended to July 15). And we are still making appointments for anyone who needs one. We are […]

When Should I expect My Refund?

Are you (like many Americans) starting to think about the upcoming tax season and when you’ll get your IRS income tax refund? The tax reform law that took effect in early 2018 will still have an effect on many Americans, with the tax returns they file from January through April 15, 2020 affecting the amount […]

In Thanksgiving

The holiday season is upon us, and it brings with it all the busyness and anxiety of meals to prepare, family and friends to entertain, shopping to accomplish and more. In the midst of all this, be sure to take some time to look around at all you have. If you’re anything like me, you’ll […]

Tax Tables

The IRS has released some updated rates and information for 2019, including tax rates adjusted for inflation. If you like that sort of thing, you can read all about it here. For a brief synopsis of the new tax tables for individual, we have them here and below. Yes, that is a brief synopsis. Have […]

Mileage!

QUESTION: Can you take mileage as a tax deduction? ANSWER: Yes, but… If you use your vehicle to travel around for work, you are able to take a flat rate for each mile you put on your car as a tax deduction. However, there are certain considerations to be sure you are aware of first. […]

Scammers and Scams

Like it or not, all of us have some kind of sensitive information floating out there on the internet, especially if we file taxes.¬†However, most (if not all) of this information is locked tightly away behind excellent security and encryption. Most identity thieves are aware of this, and rather than attempting to force their way […]

Checkup on Your Paycheck

With half the year gone, it’s time for a paycheck checkup so you’re not unpleasantly surprised at tax time! Remember that last year, due to sweeping tax law changes, many taxpayers received a much smaller refund or owed additional tax that they were not expecting. Persons or families with multiple sources of income tend to […]

Death of a Taxpayer

The death of a love one is a difficult time of grief and change. In addition, settling affairs can be daunting and confusing, and this is no different when it comes to tax considerations. When a taxpayer dies, certain responsibilities fall onto the personal representative (PR). Under state law, a PR is appointed by a […]

IRS Open for Tax Season

Despite the government shutdown, the IRS will be processing tax returns and refunds. However, since the agency is operating on a limited staff, don’t expect the same processing timeline as usual. On January 7th, the IRS issued the following: “Despite the government shutdown, the Internal Revenue Service has confirmed that it will process tax returns […]

Last Minute Tax Decisions

We are rapidly approaching the end of the year and the time to save on taxes is also rapidly decreasing. So what are some things you can do in this last week before the end of the year to help save you some unnecessary tax burden. Before anything else, take a look at your finances: […]