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Stamp Out Tax Season Stress!

Are you ready for tax time? There are a couple of steps you can take now to alleviate some of the stress of filing your return. Plan to get organized early. Begin by putting together a tax folder with W-2s from your employer, 1099s for other income you may have earned, bank and other financial statements and receipts for things like medical bills and charitable donations.  Use our 2016 Tax...
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1099 Trouble? We Can Help

It’s not unusual for taxpayers to be surprised—and perhaps more than a little confused—by some of the correspondence that is received from the IRS. Here’s a case in point: Many taxpayers have been puzzled by notices they have received related to 1099 forms. For example, problems have arisen in the past surrounding notices related to Forms 1099-K (Payment Card and Third Party Network...
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Avoid Refund Delays!

Many people dread tax time, but it can be even more frustrating if you have to wait longer than you’d hoped for your refund. Unfortunately, the Internal Revenue Service is warning that patience may be necessary this year. For one thing, identity theft and tax refund scams have become significant concerns, so the Service is taking extra measures to spot fraudulent returns. The IRS is also...
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Is Your Will Up To Date?

When was the last time you reviewed your will? People generally make wills to guarantee the proper disposition of their money and property, which is why it’s a good idea to consult your CPA when it’s time to create or update your will. We recommend that you revisit your will every time you experience a major life event, such as marriage, the birth of a child, retirement or other significant...
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Just Get Married?

Getting married is not only a change of life but also can have a big impact on your income taxes.  We have prepared the attached Newlyweds tax tips to help you navigate and anticipate some of these changes.
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Record Keeping for Tax Purposes

One of the most common questions we get is how long to keep your tax records.  The attached brochure can serve as a guide. Recordkeeping Brochure
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2017 Tax Update Letter

2017 Business Letter Please find the attached tax update letter we send to our clients to update them on rates and limits for 2017.  Please feel free to call us if we can assist you or answer any questions.  All please find the most up to date W4 forms available. Current IRS-W4 Current...
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Farming Schedule F

Farmers have a lot of tax code written specifically to help them make our food more affordable. There are several tax breaks available to farmers that are not available to other industries. We help many family farms navigate the benefits provided to them. The IRS also provides extensive information on their website IRS Farmer...
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Statute of Limitations on Back Taxes

If you owe back taxes, how long does the IRS have to assess and collect them? The answer varies based on the situation. In many cases, the IRS has three years from the date a return was due or when it was filed, whichever comes later, to assess how much you owe, and up to 10 years to collect that amount. When a very large item is omitted from the return, the assessment period can last up to six...
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Plan Now to Save on Taxes Later

Even though tax filing time is far away, the fall is the perfect time to start your planning so you can take advantage of all opportunities to minimize your tax bill. That begins with ensuring you’ve taken all the deductions that can help reduce your taxable income. Have you maxed out retirement plan contributions, for example? Set aside money for 529 college savings plans or health savings...
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