Five Big Tax Mistakes- Don’t let them happen to you!
Every year thousands of taxpayers go through a gotcha with the IRS thanks to large, unexpected tax bills. Here are [...]
July 2020
July 2020 Client Update Newsletter
Remember, July 15 is now the tax filing due date because of the pandemic! It also means you may have [...]
June 2020
Deducting Summer Activity Expenses- Don’t forget to save receipts
The Child and Dependent Care Credit can be used to offset summer time care expenses for your qualifying dependents. These [...]
What is a Solo 401k? How will it benefit me?
I was featured on a great Podcast from the awesome team at MySolo401k.net. Check out everything I had to say [...]
Tax Tips to Aid in Retiring Early- Don’t forget to look at the retirement specials on the tax menu
In an effort to assist in planning for retirement, there are a number of provisions in the tax code that [...]
Estate Taxes: What EVERYONE Should Know
Too many taxpayers ignore estate taxes because they think it will not impact them. Do this at your own peril. [...]
Common Tax Filing Mistakes
Want to ensure your refund gets to you in the shortest amount of time? Want to avoid a letter from [...]
June 2020 Client Update Newsletter
This month’s newsletter details several reasons why you should look for other sources of cash instead of tapping into your [...]
May 2020
Should I Pay My Tax Bill With a Credit Card?
The IRS has allowed tax payments with credit cards for the past few years. Is it a good payment method [...]
Using Losers to Make Winners
Effectively using your investment losses can make a big impact in your taxable income. Why? These losses could offset income [...]