It’s Tax Time! Are You Ready?

January 15th, 2013

If you’re like most taxpayers, you find yourself with an ominous stack of “homework” around TAX TIME! Unfortunately, the job of pulling together the records for your tax appointment is never easy, but the effort usually pays off when it comes to the extra tax you save! When you arrive at your appointment and are […]

Tax Filing Deadline Rapidly Approaching

April 10th, 2012

Just a reminder to those who have not yet filed their 2011 tax return that April 17, 2012 is the due date to either file your return and pay any taxes owed, or file for the automatic six-month extension and pay the tax you estimate to be due. Normally the deadline is April 15, but […]

It’s Time for Year-End Tax Planning

November 15th, 2011

We have compiled a checklist of actions based on current tax rules that may help you save tax dollars if you act before year-end. Regardless of what Congress does late this year or early next, solid tax savings can be realized by taking advantage of tax breaks that are on the books for 2011. For […]

Manage the Tax on Your Social Security Benefits!

August 30th, 2011

Social Security (SS) income is not taxable until a taxpayer’s AGI (without Social Security income) plus 50% of their Social Security income plus tax-exempt interest income, and plus certain other infrequently encountered additions exceeds a specific threshold. The threshold is $32,000 for married taxpayers filing jointly, zero for married taxpayers filing separately and $25,000 for […]

Millions of Self Prepared Tax Returns Filed Wrong

February 24th, 2011

Millions of Americans file their own tax returns and pay the wrong amount each year.  Tax software and the leading tax preparation franchises will help you fill out the forms; but they are tools, NOT a solution. Did you know that some of the leading tax preparation franchises only require their preparers to have 84 […]

Does the IRS Owe You Money?

August 30th, 2010

If you have not filed a prior year tax return and are due a refund, you should consider filing the return to claim that refund. If you are missing a refund for a previously filed tax return, you should check the status of your refund and confirm your current address. Unclaimed Refunds Some people may […]

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January 25, 2010
by: James • Tools

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October 17, 2008
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