tax tips

Are Your Social Security Benefits Taxable?

By |March 3rd, 2014|Elder Services, Tax Planning & Preparation|

Some people must pay taxes on part of their Social Security benefits. Others find that their benefits aren’t taxable. If [...]

Comments Off on Are Your Social Security Benefits Taxable?

4 Good Reasons to Direct Deposit Your Tax Refund

By |February 18th, 2014|General, Tax Planning & Preparation|

Would you choose direct deposit this year if you knew it’s the most popular way to get a federal tax [...]

Comments Off on 4 Good Reasons to Direct Deposit Your Tax Refund

Five Great Reasons to E-file Your Tax Return

By |February 3rd, 2014|Tax Planning & Preparation|

Are you still doing your taxes on paper? If so, join the 122 million taxpayers who e-filed last year. They [...]

Comments Off on Five Great Reasons to E-file Your Tax Return

IRA and Retirement Plan Limits for 2014

By |January 9th, 2014|Tax Planning & Preparation|

Happy New Year! As we look ahead in 2014, we would like to share some important information regarding IRA and [...]

Comments Off on IRA and Retirement Plan Limits for 2014

2013 Year-End Tax Planning for Individuals

By |November 22nd, 2013|Tax Planning & Preparation|

As we approach the end of 2013, we wanted to make you aware of some of the year-end planning opportunities [...]

Comments Off on 2013 Year-End Tax Planning for Individuals

IRS Warns of Tax-Related Telephone Scam

By |October 31st, 2013|General|

The Internal Revenue Service warns consumers about a sophisticated phone scam targeting taxpayers, including recent immigrants, throughout the country. Victims [...]

Comments Off on IRS Warns of Tax-Related Telephone Scam

Beware of 3 Tax Scams

By |August 30th, 2013|General|

Are you thinking about taxes while you’re enjoying the warm summer months? Not likely! But the IRS wants you to [...]

Comments Off on Beware of 3 Tax Scams

Avoid Tax Surprises by Checking your Withholding

By |August 29th, 2013|General, Tax Planning & Preparation|

Some people are surprised to learn they’re due a large federal income tax refund when they file their taxes each [...]

Comments Off on Avoid Tax Surprises by Checking your Withholding

Back-to-School Tax Tips for College Students and Parents

By |August 14th, 2013|Tax Planning & Preparation|

Going to college can be a stressful time for students and parents. The IRS offers these tips about education tax [...]

Comments Off on Back-to-School Tax Tips for College Students and Parents

Reduce Your Taxes With These Miscellaneous Expense Deductions

By |August 8th, 2013|General, Tax Planning & Preparation|

If you itemize deductions on your tax return, you may be able to deduct certain miscellaneous expenses. You may benefit [...]

Comments Off on Reduce Your Taxes With These Miscellaneous Expense Deductions