Blog

Economic Impact Payments

The Treasury Department and the Internal Revenue Service today announced that distribution of economic impact payments will begin in the next three weeks and will be distributed automatically, with no action required for most people. However, some taxpayers who typically do not file returns will need to submit a simple tax return to receive the economic impact payment. Continue reading

Posted in Tax Tips & News | Leave a comment

April Newsletter

The IRS rolled out deadline extensions and new programs to help individuals and businesses navigate the COVID-19 pandemic. A recap of these announcements is included here for your review. Also in this month’s edition is an interesting tax quiz to … Continue reading

Posted in Newsletter | Leave a comment

March Newsletter

The tax filing deadline is right around the corner! As you’re busy gathering your tax documents or reviewing your tax return, included here is a caution concerning the security of IRS online applications and websites.  If you’re an independent contractor, … Continue reading

Posted in Newsletter | Leave a comment

February Newsletter

The 2019 tax filing season is in full swing. If you have not already done so, now is the time to collect your tax forms, organize your records and set a schedule to get your tax return completed. Deep in … Continue reading

Posted in Newsletter | Leave a comment

January Newsletter

Welcome 2020. A new year calls for a fresh look at your financial strategies. Consider how to make the most of your savings accounts — and don’t forget you still have time to fund your IRA! You can also try … Continue reading

Posted in Newsletter | Leave a comment

December Newsletter

It’s almost New Year! Have you done your yearly credit report checkup yet? While you’re at it, protect yourself from charity scams this season by reviewing some big red flags, and learn how to prioritize cash flow in your business.  … Continue reading

Posted in Newsletter | Leave a comment

November Newsletter

2020 is coming quick — are you prepared? Take stock now and learn about the year-end moves that’ll help you save. Plus, consider how the 2020 Social Security changes will affect your plans. And make sure you’re hitting the employment … Continue reading

Posted in Newsletter | Leave a comment

October Newsletter

Autumn’s in full swing, meaning it’s time to start preparing for the busy months ahead. You can get ready by learning about the Form 1040 updates you’ll see this 2019 tax season, as well as the new Marketplace Facilitator sales … Continue reading

Posted in Newsletter | Leave a comment

September Newsletter

Welcome, fall! Pumpkin spice lattes aren’t the only thing you should be focusing on this season. Keep your tax plan in mind as you get closer to the end of the year. In this issue you’ll find articles to help … Continue reading

Posted in Newsletter | Leave a comment

August Newsletter

Summer is starting to wind down and the kids will soon be headed back to school. Now is a great time to review if you’ve had, or will have, any special taxable events this year. The first article highlights five … Continue reading

Posted in Newsletter | Leave a comment