What to Bring to Your Tax Appointment

Valid Government Issued Photo Identification Social Security Cards for you, your spouse, and your dependents Form for health insurance – Form 1095-A, 1095-B, or 1095-C is needed Did you have creditable health insurance for all 12 months? Do you have health insurance for everyone you are claiming? Birth dates for you, your spouse, and your […]

Top 3 Things To Do Now Before 2018

  With the recent passage of the Tax Cuts and Jobs Act, there are a few things individual taxpayers should consider doing now before the end of 2017.  The tax reform which goes into effect on January 1, 2018, will make the following individual tax deductions more difficult to realize on a 2018 tax return. […]

IRS Phone Call Scam

Throughout the year, we receive several client questions regarding the legitimacy of phone calls claiming to be Internal Revenue Agents.  People are right to be skeptical of any phone call claiming to be from one of the tax authorities.  The tax authorities do not call or use email to initiate contact with taxpayers.  Any phone […]

Charitable Contributions

With the spirit of the holiday season in full swing, we often receive questions about charitable donations.  A qualified charitable donation might allow a taxpayer to realize a tax deduction for their good deed.  Regardless of a possible tax benefit, an individual should give simply for the principle or spiritual gain of giving. A taxpayer […]