Retirement Cash Strategy

Did you know an extra IRA distribution could reduce the amount of your Social Security benefit?

It’s surprising but true. We explain how it can happen on our Tax Tips & News page.

See the Calculation

Kids Turning 17?

There are many milestones and life changes that can affect your tax returns.
For instance, if you have a dependent child turning 17 this year, the $1,600 child
tax credit you have received previously will end.

Recently, senior lawmakers announced a bipartisan tax agreement that
includes boosts for the child tax credit for 2023, which could affect
taxpayers this filing season.

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The IRS didn't call you.

The truth is, the IRS will never call you to demand payment and threaten legal action, but this scam frightens people into giving their money to criminals.

Find out more about this and other IRS scams on our Tax Tips & News page.

IRS Scam Alert

Head of Household or Single filing status?

Many single parents can claim Head of Household and receive a much better
tax benefit by having a dependent child. However, when your child is no
longer your dependent your filing status changes to Single. Unfortunately,
that translates to a smaller Standard Deduction and higher income tax rates.
Let us know if you’d like to review your personal situation.

Click Here

Excerpts from Our Tax Tips & News Pages

Tax Season ’24: Due Dates and Deadlines for Filing

As we approach the end of January and those W-2s start arriving in the mail, it's a good time to get ahead of the due dates and deadlines for filing this year. Get all the information for your tax season calendar here.

This Year’s “Official” Tax Season Starts January 29, 2024

The IRS has announced that it will start accepting and processing Tax Year 2023 returns on January 29th, 2024. when the agency will begin accepting and processing 2023 tax returns. More than 128.7 million individual tax returns are expected to be filed by the April...

10 New Tax Filing Changes for Mass Residents

Tax Cuts passed by the Massachusetts legislature in 2023 are providing some important changes for taxpayers in the state. to Top 3 of importance for personal filers are: Decrease of the Tax Rate Applicable to Short-term Capital Gains Increase to the Circuit...

The Latest Upates for RMDs

After putting money away for retirement throughout your working life, it's easy to understand why you might not be in the mindset of knowing when and how much you are required to start taking back out of those accounts down the road. Here's what you need to know about...

Countdown to Tax Day

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There are many milestones and life changes that can affect your tax returns.For instance, if you have a dependent child turning 17 this year, the $1,600 childtax credit you have received previously will end.

Recently, senior lawmakers announced a bipartisan tax agreement thatincludes boosts for the child tax credit for 2023, which could affect taxpayers this filing season.

Excerpts from Our Tax Tips & News Pages

Countdown to Tax Day

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Pay Your Bill Online

There are many milestones and life changes that can affect your tax returns.
For instance, if you have a dependent child turning 17 this year, the $1,600 child
tax credit you have received previously will end.

Recently, senior lawmakers announced a bipartisan tax agreement that
includes boosts for the child tax credit for 2023, which could affect
taxpayers this filing season.