New Tax Law?

Still No Tax Law – 12/5/17 It is already December and the biggest tax changes since 1986 are on the table. The House and Senate bills have big differences still, making it difficult to plan before the year-end. Some suggestions are logical despite the uncertainty. We know there will be changes. Some deductions will disappear […]

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Fall Client Newsletter

“Taxes are a year-round concern and there’s no better time than the present to plan for the future.”

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Quality Tax Return Preparation

How does a tax firm provide a quality product?  Here are a few of my answers. Acquiring good information. The more information supported by documentation the more accurate and “audit proof” the return can be. The preparer may need to ask questions to confirm history and source of documents or request more documents to clarify […]

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Ten Tips to Help You Choose a Tax Preparer

IRS TAX TIP 2012-06, January 10, 2012 Many people look for help from professionals when it’s time to file their tax return. If you use a paid tax preparer to file your return this year, the IRS urges you to choose that preparer wisely. Even if a return is prepared by someone else, the taxpayer […]

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New Links Added

I’ve added some new links to tax related information or forms by category to my Links page. Some may be useful to you  for tax planning and others for understanding.

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