Tax Practitioner’s often receive questions about what to bring to a tax appointment.  We like when taxpayers bring their tax documents in early in the season.  Attached is an organizer to give you some ideas of what you will need:  Individual Organizer Tax Pros love to see last years filed tax returns.  There are several elements… Read More

Authorized IRS e-file Providers are prohibited from submitting electronic returns to the IRS prior to the receipt of all Forms W-2, W-2G, and 1099-R from the taxpayer.  The IRS has good reasons to prohibit the use of a taxpayers last pay stub in lieu of the actual W2. Taxpayers are reasonable to expect that their… Read More

  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.… Read More

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… Read More

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… Read More

Our new website offers some fantastic client features and benefits.  One of the features is a client portal.  The client portal helps clients with time and distance constraints complete their tax returns without having to come to the office. The client portal is faster and more secure than email.  Clients upload their tax return documents… Read More

I am happy to share we are moving our office to a new location effective December 1.  The building and site are beautiful, a super convenient location, with ample parking, and private offices for everyone. The new address is 5258 Transportation Blvd.  Suite 102, Garfield Heights, OH.  44125.  We will be sending out announcement notices… Read More