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Information that keeps you "in the know" with the intent of improving your financial well being.

Improve Next Year’s Tax Situation Now!

Whether you receive a big refund or pay taxes on tax day, taking action now can ensure next year’s tax bill is optimized by not paying a dollar more than necessary.   Update paycheck withholdings and forecast estimated tax payments. Reviewing and updating withholdings now...

Tax Day is Here! Last-minute details, tips and freebies

With the individual tax-filing deadline on Monday, April 15, now is the time to complete all filing arrangements and payments. Ask yourself these six questions now before it’s too late to act:   Do you need to sign your e-file authorization form? IRS Form 8879...

Reminder: First Quarter Estimated Taxes Now Due

If you have not already done so, now is the time to review your tax situation and make a 2019 estimated quarterly tax payment using Form 1040-ES. The first quarter due date is now here.   First-quarter due date: Monday, April 15, 2019   Remember, you are...

Tax

Owe Taxes? Make Payment Arrangements Now!

If you owe taxes on your 2018 tax return, the due date to make the payment is Monday, April 15. Miss this deadline by just one day and the IRS will charge you interest and penalties! Don’t risk adding unnecessary dollars to your tax bill....

Tax

Where’s My Refund?

The popular “Where’s My Refund” feature on the IRS website allows you to see the status of your refund after filing your income tax return.   What you should know   Refunds of e-filed returns usually take 10 to 21 days to process. Paper returns take...

Tax

Save Those Receipts! These tips are money in your pocket

When it comes to taking qualified deductions on your tax return, having proper documentation to prove your expense is a must. Here are some typical areas that taxpayers often fall short, costing them plenty during tax filing season and during IRS audits:   Cash donations...

Tax

Tax Scam Alert! Defend Yourself Now

Now is the time for tax fraud and theft. As the IRS continues to neutralize these threats, scammers are developing improved tactics to steal your identity and tax refund. Here is a recap of what the IRS is seeing this year:   More sophisticated...