This article is for general explanation and education. It is not specific tax, legal, or investment advice. Before considering acting on anything you’ve read, first consult with your tax, legal, or investment advisor. Are you a person who meticulously collects every receipt and keeps careful track of all important documents and income records? Or are…… Continue reading Why Organizers are Important
Notes & Hints
21 American Tax Facts
This article is for general explanation and education. It is not specific tax, legal, or investment advice. Before considering acting on anything you’ve read, first consult with your tax, legal, or investment advisor. In the colonies most taxes were in the form of excise taxes or tariffs so they were on products and not incomeThe…… Continue reading 21 American Tax Facts
Tax Vouchers
This article is for general explanation and education. It is not specific tax, legal, or investment advice. Before considering acting on anything you’ve read, first consult with your tax, legal, or investment advisor. There are two main types of tax vouchers, 1040-ES estimated payment vouchers and 1040-V payment vouchers. There are also two other distinctions:…… Continue reading Tax Vouchers
Thought Piece on IRS Communication
This article is for general explanation and education. It is not specific tax, legal, or investment advice. Before considering acting on anything you’ve read, first consult with your tax, legal or investment advisor. If you’ve seen our Resource page, you likely have read that the IRS will never call you. This is mostly true. Our…… Continue reading Thought Piece on IRS Communication
The 5 Stages of Tax Season
This article is for general explanation and education. It is not specific tax, legal, or investment advice. Before considering acting on anything you’ve read, first consult with your tax, legal, or investment advisor. Denial Bargaining Anger Depression Acceptance
Claiming a Child’s Dividends & Interest
This article is for general explanation and education. It is not specific tax, legal, or investment advice. Before considering acting on anything you’ve read, first consult with your tax, legal, or investment advisor. After reading our post on whether your teen needs to file a tax return (which you can read here) perhaps you’re wondering…… Continue reading Claiming a Child’s Dividends & Interest
Does My Teen Need to File a Tax Return?
This article is for general explanation and education. It is not specific tax, legal, or investment advice. Before considering acting on anything you’ve read, first consult with your tax, legal, or investment advisor. Whether your teen or young adult needs to file a tax return can seem like a complicated web of exceptions. Let’s break…… Continue reading Does My Teen Need to File a Tax Return?
Tax Extensions
This article is for general explanation and education. It is not specific tax, legal, or investment advice. Before considering acting on anything you’ve read, first consult with your tax, legal, or investment advisor. Happy Pi Day! What do you get when a bunch of sheep stand around in a circle? Shepherd’s pi. Allow me to…… Continue reading Tax Extensions
Your First Tax Appointment
This article is for general explanation and education. It is not specific tax, legal, or investment advice. Before considering acting on anything you’ve read, first consult with your tax, legal, or investment advisor. Many people feel overwhelmed by the idea of a first meeting. As in many other settings the unknown is the scariest entity.…… Continue reading Your First Tax Appointment
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Office Changes Update for Clients
Over the last few years our office has undergone many changes. In our continual efforts to provide you the best service possible, we want to update you on as many of these as possible. One of the biggest changes is that within the next 3-5 years Darrell plans to phase into retirement, in order to…… Continue reading Office Changes Update for Clients