Taxpayers should make sure they have all their documents before filing a tax return. Taxpayers who haven’t received a W-2 or Form 1099 should contact the employer, payer or issuing agency and request the missing…
Taxpayers should file their tax return on time to avoid costly interest and penalty fees
Taxpayers should file their tax return by the deadline even if they cannot pay their full tax bill. Taxpayers who owe tax and don’t file on time, may be charged a failure-to-file penalty. This penalty…
Estate Tax Planning Services
We can guide you through the complex process of transferring your assets to your beneficiaries while reducing or eliminating the taxes due on these transfers. We also offer complete income tax preparation including estate, trust…
Tax Planning and Preparation
We offer complete income tax return preparation services including federal, state and local returns for individuals, corporations, partnerships, estates and trusts and not-for-profits. Our goal is to minimize your tax liabilities by effective planning and…
Protect yourself from scammers by knowing how the IRS communicates
If the IRS does call it should not be a surprise because the agency will generally send a notice or letter first. Understanding how the IRS communicates can help you protect yourself from scammers who…
What taxpayers need to know about making 2021 estimated tax payments
Small business owners, self-employed people, and some wage earners should look into whether they should make estimated tax payments this year. Doing so can help them avoid an unexpected tax bill and possibly a penalty…
Here’s why taxpayers should have an online IRS account
An IRS online account is a safe and easy way for individual taxpayers to view specific details about their federal tax account. Here are some of the benefits and features of this online system. Taxpayers can…
A tip for teachers: Some educator expenses may be tax deductible
The educator expense deduction allows eligible teachers and administrators to deduct part of the cost of technology, supplies and training from their taxes. They can only claim this deduction for expenses that were not reimbursed…
IRS online tool helps families determine if they qualify for the child tax credit
The IRS urges families to use a special online tool, available only on IRS.gov, to help them determine whether they qualify for the child tax credit and the special monthly advance payments beginning July 15….
Important Information on Unreceived Stimulus Payments: For Non-Filers and Those Eligible
As we move into the 2020 tax filing season, I know that there are many questions related to missing or partially received Economic Impact Payments (EIPs), also known as stimulus payments. If you were eligible…
Many taxpayers can file their state and federal returns for free
As taxpayers get ready to file their federal tax returns, most will also be thinking about preparing their state taxes. There’s some good news for filers wanting to save money. Eligible taxpayers can file their…
Most taxpayers can deduct up to $300 in charitable contributions without itemizing deductions
Following tax law changes, cash donations of up to $300 made this year by December 31, 2020 are now deductible without having to itemize when people file their taxes in 2021. The Coronavirus Aid, Relief…
Helpful Articles
What teachers should know about deducting out-of-pocket classroom expenses
Now that fall is here and school has started, many teachers are dipping into their own pockets to buy classroom supplies. Doing this throughout the year can add up fast. Fortunately, eligible educators may be…
Here’s how taxpayers can track the status of their refund
Tracking the status of a tax refund is easy with the Where’s My Refund? tool. It’s conveniently accessible at IRS.gov or through the IRS2Go App. Taxpayers can start checking their refund status within 24 hours after an e-filed…
Tips for taxpayers who need to file a new W-4
All taxpayers should review their withholding annually. They can use the IRS Tax Withholding Estimator to check and make sure they’re not having too little or too much federal tax withheld. This tool offers workers, retirees and…
Taxpayers act now to receive Economic Impact Payments by direct deposit
People must use Get My Payment by noon Wednesday, May 13, for a chance to get their Economic Impact Payment by direct deposit. After noon Wednesday, the IRS will begin preparing to mail millions of additional payments to…
Six Things You Need to Know to be Great in Business Today
The Rocky Balboa franchise first came into our lives in 1976. Detroit and Motown both were still churning out hits — cars and records, respectively. Akron was still the tire capital of the world. Rocky…
The child tax credit benefits eligible parents
Taxpayers who claim at least one child as their dependent on their tax return may be eligible to benefit from the child tax credit. It’s important for people who might qualify for this credit to review the eligibility…
IRS alerts taxpayers: Scammers scheming around Oct. 15 deadline; Here’s what to do
IR-2018-193, Sept. 27, 2018 WASHINGTON — The Internal Revenue Service is reminding taxpayers to beware of criminals who continue using devious tactics to steal money and personal information from unsuspecting victims, especially as the fall…
Debunking common myths about federal tax refunds
Once people complete and file their tax return, many of them eagerly await any refund they may be owed. Knowing fact from fiction can help manage expectations as they wait for their money. Myth: Calling…
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