Author Archives: Admin

May Newsletter

With tax season now in the rear view mirror for most of us, it’s time to start thinking about how to minimize your taxes on next year’s tax return. In this month’s newsletter, get a start on your tax planning … Continue reading

Posted in Uncategorized | Leave a comment

April Newsletter

Welcome to tax month! Perhaps welcome is not quite the right word, but to help lighten the mood, included in this month’s newsletter is a fun state tax quiz plus answers to the most common questions taxpayers ask during the … Continue reading

Posted in Uncategorized | Leave a comment

March Newsletter

Tax season is now underway! In this month’s newsletter, we share the secret to getting a quick tax refund. Also read about tax saving tips for parents and grandparents, Debt: Gone But Not Forgotten by the IRS, and several financial … Continue reading

Posted in Newsletter | Leave a comment

February Newsletter

With tax season now officially underway, you’ll start seeing more and more tax documents show up in your inbox or mailbox. And this year, there are some unusual ones arriving, so outlined here is what to expect. Plus there is … Continue reading

Posted in Uncategorized | Leave a comment

January Newsletter

The new year is upon us and so is another tax filing season.   With all the late breaking tax law changes, advance payments of the child tax credit, and several stimulus payments, this year’s tax return may be a … Continue reading

Posted in Uncategorized | Leave a comment

December Newsletter

To help celebrate this holiday season and momentarily forget about potential supply shortage frustrations you may encounter while shopping, this month’s newsletter features a fun quiz about toy crazes from the past. This fun trip down memory lane is sure … Continue reading

Posted in Uncategorized | Leave a comment

November Newsletter

Time is running out to minimize your tax obligation before the end of the year! This month’s newsletter features several tax moves to consider making by December 31st to lessen the amount of money you owe the IRS. Review the … Continue reading

Posted in Newsletter | Leave a comment

October Newsletter

With the 2021 tax filing season just a few months away from starting, the IRS is warning taxpayers to be on the lookout for signs that your identity has been stolen. This month’s newsletter alerts you to some of the … Continue reading

Posted in Newsletter | Leave a comment

September Newsletter

With a little over four months remaining until you can begin filing your 2021 tax return, now’s the time to kick your tax planning into high gear. Also read about several tips to protect your property BEFORE thieves arrive, learn … Continue reading

Posted in Newsletter | Leave a comment

August Newsletter

Summertime means the 2020 tax filing season is firmly in the rearview mirror for millions of Americans! This year, summer also means more money for you thanks to the child tax credit advance payments. Find out what you need to … Continue reading

Posted in Newsletter | Leave a comment