by admin | May 9, 2025 | Planning
Better to be surprised now than during an audit Before you file away your tax return and all its related records, now is the time to make a final review of the material. This can be in either paper or digital form as long as you know where it is, it’s securely...
by admin | May 2, 2025 | Retirement
It is now easier than ever to check your report Most of us go through life without being concerned with, or ever checking on, our Social Security records. We assume the money deducted each payday and an equal amount paid in by our employer is applied properly to this...
by admin | Apr 25, 2025 | Planning
Age does matter, when it comes to tax obligations One of the elements that make our Federal Tax Code so hard to follow is that different laws apply to you based on you or your dependents’ age. To help you navigate through some of this maze, here is a chart that...
by admin | Apr 18, 2025 | The Audit
Before you close this year’s tax file there is still some work to do. If the IRS or state revenue department selects your return for review, you will need to be prepared. Here is what you need to do now: Keep a copy of your Form 1040 indefinitely. Do not toss or...
by admin | Apr 11, 2025 | Miscellaneous
Now is the time to pay your taxes AND make your estimated tax payment. Both your individual tax return AND first quarter estimated tax payment are due. Here is what you need to know. First quarter due date: Tuesday, April 15, 2025 The estimated tax payment rule You...
