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Individual Tax Tips

[Important] 2022 Tax Information Letter to Clients

Happy 2023! We hope that you and your family are doing well. We will be ready to send our 2022 Tax Organizer sometime next week and we want to send this email with a few important information to note for you to stay up to date and ready for this filing season upon us. It’s […]

Important Estimated Tax Payment Deadlines for Q4

As we are fully immersed in the holiday spirit, we want to make sure that you stay on top of your tax deadlines affecting your businesses as well as your personal taxes. Here are the key deadlines we would like to remind you of: December 15, 2022 If a calendar-year C corporation, pay the fourth […]

How savings bonds are taxed

Many people have savings bonds that were purchased many years ago. Perhaps they were given to your children as gifts or maybe you bought them yourself. You may wonder how the interest you earn is taxed. And if they reach final maturity, what action do you need to take to ensure there’s no loss of […]