May 2019 Client Update Newsletter
With tax season in the rear view mirror, it's full speed ahead into tax planning season. While it's important for [...]
Toss This. Not That.- Your guide to post tax-filing record retention
After filing your tax return, do not close the book on your taxes until you have set up next year's [...]
Improve Next Year’s Tax Situation Now!
Tax day is more than the end of tax filing season - it's the start of tax-planning season. from Weekly [...]
Tax Day is Here!- Last-minute details, tips and freebies
The individual tax-filing deadline is Monday, April 15. Here is your guide to tax day deadlines, payments, forms and of [...]
Reminder: First Quarter Estimated Taxes Now Due- Now is the time to make your estimated tax payment
In our haste to meet the April filing deadline, many of us overlook the need to make our quarterly estimated [...]
April 2019 Monthly Client Newsletter
Tax day is upon us! As we tie a bow on the first tax season using the new tax laws, [...]
Owe Taxes? Make Payment Arrangements Now!
The drop-dead date for on-time tax payments is April 15. If you can't make the full payment, the IRS provides [...]
The Tax-Free Retirement Savings Option- Is a Roth IRA right for you?
Deciding between a traditional or Roth IRA can be confusing, but one thing is clear - Roth IRAs are subject [...]
Where’s My Refund?
Your return is filed and you're expecting a refund. Where is it? The IRS has an online service to check [...]
Save Those Receipts!- These tips are money in your pocket
Too often during the course of an audit, the auditor throws out valid deductions. Not because they did not occur, [...]