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.
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Excerpts from Our Tax Tips & News Pages

Identity theft guide for individuals

Act now to report, prevent and recover from tax-related identity theft. Learn how to protect your information so no one can get your refund, file a return in your name or access your Online Account. Click here to learn more.

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New Phone Scam Targeting Bank of America Customers

Recently, two clients notified Business Bookkeeping Services of a Bank of America phone scam that included the caller requesting the last four numbers of the client’s Social Security (SS) number. One client shared the SS numbers, resulting in bank accounts being...

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Updates on Tax Rules and Incentives for Clean Vehicles

As the "clean" vehicle market continues to expand, tax rules regarding incentives and credits are subject to changing EPA and commerce legislation. The articles below spell out the latest requirements, and explain Form 8936, for claiming clean vehicle credits. Credits...

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Check’s in the Mail? Maybe Not.

There has been a lot of news recently about checks being stolen from the mail and "washed" or sold to the highest bidder on illegal websites. This article from the IRS website linked below is evidence of the efforts being made to prevent check theft and mail fraud...

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