Planning matters

Steps to Take Now to Get Ready for Tax Season

Yes, we’re in the midst of the holiday season but it’s a great time to get organized for tax season. We have a few steps to take to help make your tax filing experience a smooth one in 2020. Are your records in order? It’s a good time to start gathering your tax documents. Review…

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Never Take on the IRS Alone

Sleuthing your way through a tax audit by yourself is not the same as fixing a leaky faucet or changing your oil. There are reasons you should seek professional help as soon as you receive a letter from the IRS.  IRS auditors do this for a living — you don’t. Seasoned IRS agents have seen…

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Why is There a Tax Form in My Mailbox?

It’s June. Your tax return was filed several months ago. You thought you were done dealing with taxes until next year. Then IRS Form 5498 shows up in your mailbox. Now what?

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Time to Test Your Tax Trivia!

Take a break from the tax preparation and participate in our tax trivia quiz!

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Misplaced your Social Security 1099 form? We know where to go!

Did you misplace your 1099 form for your taxes? We know how to help find a replacement copy!

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