Required Minimum Distribution Video
One of the more common questions we get from new clients is why they need to provide a copy of their tax return. To our eye, your tax return is a guide and overview of income, investments, assets, and expenses. By reviewing your tax return, we gain insight that helps us strategize efficient ways to…
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Today’s Worker: The Independent Contractor
Not long ago, the norm would be to graduate from college, get a job, and stick with that job until retirement. But now one alternative is to graduate with a specific set of skills, find a contract position in your field, and then move from one contract to another, with a variety of different companies,…
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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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