Planning matters

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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Tax in Divorce

Under the new Tax Cuts and Job Act (TCJA) rules which are in effect until 2025, the “above-the-line” deduction for alimony and separate maintenance payments was repealed, making these payments nontaxable to the recipient and therefore, non-deductible to the payee. Divorce instruments executed prior to 2019 are grandfathered and alimony under these agreements will follow…

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