Tips for a Smooth 2023 Tax Filing

With tax season officially underway, below are a number of tips to make filing your return as stress-free as possible: Gather your tax information for filing. Items you'll need include W-2s, 1099s, K-1s and other forms you receive from your business, employers,...

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Tax Planning: Now More Important Than Ever

It’s not too late to try and minimize your taxes for 2023. If you haven’t scheduled a tax planning session, now is the best time to do so. Here's how a tax planning session can potentially help your situation: It can make a difference. This is especially true if you...

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A LETTER FROM THE IRS – DON’T PANIC

Think twice about automatically paying the amount due on a notice from the IRS. Our national tax collection agency is not always right! If you receive a notice from the IRS, do not automatically assume it is correct and submit payment to make it go away. For instance,...

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Important Information Regarding IRS LETTER 5071C

Did You Receive a Letter from the IRS to Verify Your Identity? The IRS has been sending Letter 5071C to various taxpayers.  This letter states that the IRS has received a tax return for year 2022 using your name and social security number.  If you have filed your 2022...

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Taxpayers Beware – Plan Now for 2023 or Pay Later

Procrastination is easy, especially when it comes to summertime tax planning. Waiting to implement strategies to reduce your 2023 tax obligations could cost you money. Here are some suggestions to help jumpstart your midyear review: Safeguard your Deductions Ensure...

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