October 30, 2018
Losing a spouse often brings on a flood of emotions that can make tasks like managing financial obligations seem almost impossible. Here are some steps may help ease that burden:
By taking these steps, you will help your surviving spouse deal with the challenging times ahead and make the upcoming financial steps easier to understand and follow.
It’s bitterly cold, there are reports of significant snow, so we must be entering tax season! There are steps you can take to make this season less stressful.
If you are an existing client, you should have already received our tax organizer for your 2018 Individual Tax Return. For new clients, we will need a copy of last year’s return (2017) to generate the 2018 tax...
As another tax season begins, it seems as though everybody knows somebody who has received a phone call from “The IRS”. Below is an excerpt from the IRS fact sheet on how the IRS works when it comes to contacting taxpayers. For the whole article, see the link...
Check withholding
Since employees typically only have a few pay dates left this year, checking withholding soon is especially important. Because of the many changes in the tax law, refunds may be different than prior years for some taxpayers. Some may even owe an unexpected tax bill when they file their 2018 tax return next year. To avoid these kinds of surprises,...
