August 10, 2016

Receive A Notice From The IRS?

The IRS sends millions of taxpayer notices every year. If you get one, don’t panic! Give us a call and we’ll help you sort out the […]
July 13, 2016

Form 5500 Due Date Approaching

August 1, 2016, is the deadline for filing Form 5500 for retirement or employee benefit plans on a calendar year. (The usual due date of July […]
June 29, 2016

HSA Contribution Limits for 2017

The IRS recently announced the inflation-adjusted contribution limits for health savings accounts (HSAs) for 2017. HSAs combine high-deductible health insurance plans with a medical savings account. […]
June 22, 2016

Summer Day Care Expenses Can Add Up To A Tax Credit

Did you know that you can claim a federal income tax credit when you pay someone to care for your kids while you’re at work or […]
June 8, 2016

Second Estimate Tax Payment Due

Review and pay your 2016 individual estimated tax before June 15. That’s the due date for making the second payment.  
May 25, 2016

Don’t Lose Part Of Your IRA Inheritance To Penalties

If you inherit an Individual Retirement Account from someone other than your spouse, you may be surprised to learn you have to take distributions. That’s generally […]
May 9, 2016

NonProfit Annual Returns Due

May 16, 2016, is the deadline for filing annual information returns for nonprofit organizations. Missing the due date three years in a row means losing tax-exempt […]
May 4, 2016

Include Your Tax Paperwork In Your Spring Cleaning

Looking to minimize clutter? Here are recordkeeping guidelines that will help you do just that while retaining what’s important. ●  Income tax returns. Keep these at […]
April 27, 2016

Update Your W-4 Withholding

Did you receive a big tax refund or owe the IRS a lot of money for 2015? Then it’s time to update the form that tells […]