In this business, we definitely try to make everyone happy. Today we made a small business and family extremely happy. They had an emergency and needed three years of returns prepared in a couple of days. I stayed late and got them done and ready for pickup. What they didn't know is I found a credit [...]
Unfortunately, some taxpayers need to owe tax as a result of their annual filing. But they do not always receive an answer that leaves them satisfied that they got every deduction and credit they deserve. Last week we had a client with an unexpected amount due. We brought up last year's return and this year's [...]
Tax season is already starting and you’ve probably started seeing tax return chains popping up in strip malls already. They’re practically ready with a Drive-Thru window and the big tax shops may seem like your only option, but is their fast-food system the best place to take YOUR tax return? Big steps in life, like [...]
We all know the importance of being prepared when it comes to tax season. With the Tax System becoming more and more complicated with each year, many taxpayers feel they are missing more deductions and credits. Every year I get asked the same questions, “Mike, am I missing something on my taxes and have [...]
Have you thought about your taxes in non-tax season? Do you think you will owe more this year? Or possibly you had a big change in income. If you haven't thought about your taxes and you feel uneasy that something might happen maybe it's time for tax planning. Book an appointment online: Book Online or call.
1.) How do I deal with the significant shift in my daily activities? While we are working we often find ourselves dreaming about traveling and relaxing all day during retirement. The reality is as we get closer to retirement the panic sets in, “What will I do with all this free time?” We often forget [...]
Most Grandparents out there would agree that just being one is the best! We are blessed with three grandchildren Harrison turned 5 in May, Finn turned 2 in March, and Avery will be 1 in June. We feel joy each day with stories and fun times spent with each. After a busy tax season without [...]
Over the last few years, Congress has been shrinking IRS staffing through budget cuts. To further this shrinking, IRS employees will not be replenished after any of the staff leaves for retirement. With these types of initiatives, the IRS has been relying on their computer systems to check your return. With that, there is usually [...]
We’ll explore a number of key topics and take a closer look at generating lifetime retirement income. Join us for this timely and informational workshop with light refreshments.
5 Reasons To Not Use Self-Prepare Tax Software. Self-prepare software is a nice, convenient and a cheap solution for the yearly return. I don’t want to really get into the fact that it should only be used on very simple returns. When you acquire assets such as a home and/or investments and even when you [...]