The College Student Tax Scam

School is well under way and the IRS has reminded us to pay attention to a new scam that is targeting students and their parents. Here is what you need to know. The scam – Callers will contact your student and demand payment of an unpaid Student Tax. This tax does not exist. The contact […]

IRS Changes That May Delay Your Early Refund

In an effort to reduce the amount of money paid to identity thieves who file fraudulent returns, the IRS will be implementing changes in the timing and way they handle the processing of tax returns. These steps will continue to evolve, but recent changes will impact millions who depend on receiving an early refund. Earlier […]

Year-End Tax Planning Ideas – Part 2

As the end of the year approaches, it is a good time to think of planning moves that will help lower your tax bill for this year and possibly the next.  We have compiled a checklist of actions that may help you save tax dollars if you act before year-end. Not all actions will apply […]

Year-End Tax Planning Ideas – Part 1

As the end of the year approaches, it is a good time to think of planning moves that will help lower your tax bill for this year and possibly the next.  We have compiled a checklist of actions that may help you save tax dollars if you act before year-end. Not all actions will apply […]

Twelve Common Snags to Finalizing Your Tax Return – Part 2

Last week we gave you the first half of a list of items that are often overlooked that cause trouble in filing a timely tax return.  Here’s the second half of the list! Name mismatch – If you’ve recently married or divorced, make sure your last name on your tax return matches the one on […]

1099 Filing Requirements

Another year has come to an end and we would like to take the time to remind you of Form 1099 reporting requirements and changes to filing deadlines. Certain payments made in the course of business are required to be reported on the appropriate Form 1099.  The type of 1099 filed depends on the type […]

Twelve Common Snags to Finalizing Your Tax Return – Part 1

The goal for every taxpayer is to have their return filed quickly and without error.  Here’s the first half of a handy list of items that are often overlooked and can cause all sorts of delays. Review your tax return and return your signed eFile forms – Your tax returns can’t be filed until you […]

Tis the Season…for Review

As 2016 winds to a close, there are a number of tasks that should be reviewed. To help you plan accordingly, here are some things to consider. Employee benefits – Most employer benefit plans have enrollment periods that coincide with the calendar. Please review your benefit options with your employer and make any necessary changes. […]

Free Shipping is Not so Free

One of the most successful selling techniques used today is to offer “free” shipping for mail and internet orders. But shipping is never free. So why is it such a popular offer to buyers of goods and services? The average order size play – The classic way sellers pay for the shipping is to get […]

The Ten Commandments of Financial Common Sense

Most everyone knows you need to budget, balance and save. However, here’s a list of the ten steps to ensure you walk on stable financial ground. Set a budget and stick to it – Make financial goals and then create a budget that supports those goals. Account for expenses on a monthly basis and set […]