Courtney joined LBF Group in 2012 and acts as the firm’s Office Administrator. She graduated from Oakland University in 2011 with a Bachelor’s Degree in Political Science and a minor in Women’s Studies.
Courtney has extensive experience in processing tax returns and financial statements. She also assists with payroll and other administrative duties. Her favorite part of working at LBF Group is interacting with clients and the “rush” that accompanies Tax Season.
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,...
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:
With much of the focus on the new tax rates contained in the new tax bill for 2018, it is easy to forget that some big changes have been made to the allowable itemized deductions (Schedule A). The bill increases the standard deduction and removes the deduction for personal exemptions. This combined change will mean that many more filers will not itemize their deductions.