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 $2,000 child
tax credit you have received previously will end.

It’s always a good idea to review your tax situation well in advance of the end
of the year to determine if there are any changes that may affect your return.

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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.

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Excerpts from Our Tax Tips & News Pages

IRS Letter 6475 Delayed: Here’s What You Need to Do Now

Remember the American Rescue Plan Act of 2021? That was the third economic stimulus package that was passed in the middle of tax season last year. Now, a year later, taxpayers who got third-round Economic Impact Payments (EIP) were supposed to have received IRS Letter...

Why is Tax Day 2022 on April 18?

The deadline for filing your Federal Taxes this year is Monday, April 18, 2022. This is because even though April 15th is a Friday, it is also Emancipation Day, which is celebrated in Washington, DC, causing all businesses and government offices to close.Residents of...

How to Get Your Tax Documents to (and From) Us Safely!

We continue to encourage everyone to use the client portal for the safest transfer of documents, but are happy to be able to provide alternatives to accommodate what works best for you! Sending Us Hard Copies of Your Documents? Priority Mail is best! The U.S. Post...

Stimulus Round 3: Unemployment Questions Answered

The passage of the most recent stimulus package —The American Rescue Plan— is good news for most taxpayers. However, particularly for those who received unemployment benefits in the last year, implentation of the bill after the start of tax season is creating some...

Expediting Your 2021 Return:
The Top 15 Things You Need to Know & Do

As we head into another pandemic tax season, all indications are that the IRS still hasn't caught up from last year, and that ongoing staffing issues and changes resulting from stimulus payments are going to make this year even more challenging. You can read more...

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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 $2,000 child tax credit you have received previously will end.

It’s always a good idea to review your tax situation well in advance of the end of the year to determine if there are any changes that may affect your return.

Excerpts from Our Tax Tips & News Pages

CLIENT PORTAL

Countdown to Tax Day

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 $2,000 child
tax credit you have received previously will end.

It’s always a good idea to review your tax situation well in advance of the end
of the year to determine if there are any changes that may affect your return.