Every so often the IRS publishes some advice and tips and sends them out to everyone who subscribes. Most of their advice is either pretty narrowly targeted or just isn’t advice most people need on a regular basis. So, when I get one of these Tax Topics that is not […]
Identity theft has become so rampant that the IRS has a new publication that details how tax professionals and tax preparation companies should act to properly protect taxpayer information. The publication, in case you like to read this kind of stuff as much as I do (have I mentioned in […]
I want to warn everyone that there is yet another scam out there trying to: steal your identity, get access to your personal information, take over your computer – whatever. I received an email that is obviously a scam this evening. The scam subject line reads: Tax refund payment recieved […]
So, I’m doing some ‘fun’ reading on Yahoo today (9/2/15) and I come across an article about tax filing status labelled: “Top Reasons to File Separately When Married” – so I click on the link and it goes on to paraphrase the IRS publication 501. Oh, and they also quote […]
Ok, just a short one here – and I’m going to combine two funny things into one post – because, well, it IS tax season after all, but I didn’t want you to think I abandoned you – which I would never do. Also, I’m posting these two since I […]
So I’m reading my daily updates from the IRS (hey, stop judging me, I do it so YOU don’t have to) and I come across one that sends chills down my back. My first three thoughts are: 1) This is terrifying 2) This is Terrifying and 3) THIS IS TERRIFYING!! […]
So, I’m doing what H&R Block calls a ‘second look’ for a new client of mine and my wife, the lawyer in the office, comes over because I am chuckling to myself. Before I get into the story too far, let me explain what a ‘second look’ is. You take […]
How much is you r tax preparer going to charge you to do the new mandatory ACA tax forms? I talked to some other tax preparers, both regulated (CPA’s, Lawyers and Enrolled Agents) and non-regulated (like the majority of those at the national firms like H&R Block, Liberty and Jackson […]
It happens all the time – you put something important someplace you KNOW you will remember – and then you promptly forget where you put it. What’s worse, you forget where you put it right when you need it the most. If you want to refinance your house or want […]
Does your tax professional work as hard as you do? Here’s something one of my clients asked me the other day: Why are you the only tax office that’s open in November? I thought for a moment and then said; “gosh, I don’t know, maybe I’m the only one who actually cares […]