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Individual Tax Tips

The first step of good tax planning is good recordkeeping [Source: IRS Newsletter]

Year-round tax planning is for everyone. An important part of that is recordkeeping. Gathering tax documents throughout the year and having an organized recordkeeping system can make it easier when it comes to filing a tax return or understanding a letter from the IRS. Good records help: Identify sources of income. Taxpayers may receive money […]

Don’t Miss Q2 Estimated Payment Deadline – June 15

Hope you all are excited about summer and how things are slowly getting back to normal, or maybe “new normal.” As we always want our clients to stay ahead with their taxes, this is an important reminder that the Q2 estimated payment due date is right around the corner (June 15th). As you know very […]

Still have questions after you file your tax return?

Even after your 2020 tax return has been successfully filed with the IRS, you may still have some questions about the return. Here are brief answers to three questions that we’re frequently asked at this time of year. Are you wondering when you will receive your refund? The IRS has an online tool that can […]