781-337-8788 [email protected]

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.

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.
Feel free to contact us for an appointment.

Unreimbursed expenses?

Get out your wallet. Did you know that employees can no
longer deduct unreimbursed work-related expenses?  There are a few
job category exceptions, but you might want to see what’s been
eliminated before you enroll in that professional development course.
See our Tax Tips & News post for more.

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.

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.

Have you checked out 360 yet?

We found this incredible website that we want to share with you!

360 Degrees of Financial Literacy features straightforward language and easy-to-use calculators for everything from student loans to retirement planning.

Excerpts from Our Tax Tips & News Pages

Top 3 Reasons to Consider Refinancing Now

Mortgage rates are near all-time lows.Any rate lower than what you are currently paying can save significant interest over time. Refinancing can lower your monthly payment and/or reduce the years left on the loan as well! We are always looking for ways to help you...

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Portal Files To Be Removed on December 7, 2020

As a reminder, in the interest of data privacy and security, we will be removing all files from the portal on Monday, December 7, 2020. As with any personal information, you should maintain and store your financial and tax records in a secure and accessible location,...

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Don’t Want to Owe? Adjust Your Withholding

This reminder is for everyone—especially joint filers who ended up owing money in recent years—to make sure your withholding choices don't leave you with another big tax bill in years to come. Strange as it may sound, for working couples filing jointly who make more...

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Sharing Sad News — Ed Greenlaw

It is with great sadness that we share the news of the recent passing of our long-time colleague and friend, Ed Greenlaw. Ed has been apart of the Business Bookkeeping Services family fro 37 years. We will miss his sense of humor, his dedication to his work, and the...

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