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Miscellaneous

I Need a Copy of My Tax Return

I Need a Copy of My Tax Return Retaining copies of your federal tax return is important. Not only will you need the return in case of audit, but the tax return is often used to secure student aid, obtain loans, purchase a home or business, plus much more. What can you do if you cannot find a copy of your tax return?

I Need a Copy of My Tax Return

I Need a Copy of My Tax Return Retaining copies of your federal tax return is important. Not only will you need the return in case of audit, but the tax return is often used to secure student aid, obtain loans, purchase a home or business, plus much more. What can you do if you cannot find a copy of your tax return?

Annual Tax-Exempt Filing Due May 15th

Annual Tax-Exempt Filing Due May 15th Too many small tax-exempt organizations are having their charitable tax status revoked simply because they failed to file their annual form with the IRS. Don’t let this happen to you or your favorite charity. If you are involved in a tax-exempt organization or know someone who is, this is a reminder that the annual filing requirement is quickly approaching. The rule: Every tax-exempt organization must …Read More

Leaving a Job? Don’t Take a Tax Surprise with You

Leaving a Job? Don’t Take a Tax Surprise with You A recent Supreme Court decision could impact the taxes you pay when you leave a job. Being aware of this new change could save you plenty if you pay attention to your severance… An inevitable part of life is a changing jobs. Now a recent Supreme Court decision clarifies that severance payments you receive when you leave your job are …Read More

IRS Identity Theft Season Begins Now

IRS Identity Theft Season Begins Now Be on your guard as the IRS identity theft season starts in late January. Here’s what you need to know. Each year thieves try to steal billions in Federal Withholdings by stealing your identity. As the IRS focuses more attention on this quickly growing problem, now is the time of year to be extra vigilant. Early tax filing season is the worst time Your …Read More

Beware of This New IRS Scam

Beware of This New IRS Scam The IRS recently announced a new scam to steal your money from theives posing as the IRS. Here is what you need to know to protect yourself. Lost in the recent news regarding stolen identities at Snapchat and the credit and debit card theft at major retailers, is the dramatic increase in identity theft and scams using the IRS. One of the more recent …Read More

Consider Donating Appreciated Stock & Mutual Funds

Consider Donating Appreciated Stock & Mutual Funds In some rare cases, making a tax savings move can benefit you in more than one way. This is the case with direct contribution of qualified investments, such as stock, owned more than one year that have appreciated in value. One way to reduce your tax bill this year is to donate appreciated stock to a charity of your choice versus writing a …Read More

Who Pays What?

With all the chatter about who is paying what in federal income taxes, wouldn’t it be nice to know what the IRS statistics say they collect? Here are the facts. In a continuing effort to provide information as we listen to the budget and debt debates out of Washington D.C., outlined here are some IRS statistics on who pays individual income taxes. The information provided here is the most current …Read More