Financial, Mortgage & Real Estate Q&A Event

Buying a home in the near future? Starting a family? Saving for retirement? There is no time like the present to be prepared for your financial future. Professionals and consumers are welcome to attend at no cost. No salesman, just an informal session to answer your financial questions in a relaxed setting. Join us on […]

Review Your Taxes in The Summer for Less Surprises Next Spring

Each year many people are surprised to find out they owe more money on their taxes than they originally thought. While others might be excited at the arrival of a larger refund check than they previously planned for. Has this happened to you? You might want to consider staying on top of your tax situation […]

How a Name Change Impacts Taxes

You’ve completed your taxes, and you have a nice healthy tax refund awaiting you. You’re just waiting on the IRS to put that check in the mail. But for some reason, your tax return isn’t coming as quickly as it normally does. Why? Did you change your name last year? Believe it or not, that […]

How to File an Amended Tax Return

We all know filing taxes is not the easiest job in the world (that’s why you hire us to help!) Mistakes do happen from time to time, so what do you do when you realize there is an error after you’ve already handed in your returns? Well, there are two options: The first option is […]

Affordable Care Act Premium Tax Credit

With the implementation of the Affordable Care Act, also known as “ObamaCare,” health care coverage is now required. This can be a heavy burden when you’re on a tight budget. Luckily, the IRS has allowed for a premium tax credit for those who have moderate incomes and need help paying for their health care coverage. […]

Affordable Care Act Individual Shared Responsibility Payment

Health care coverage is now required under the Affordable Care Act, also known as “Obamacare.” If you do not have coverage, the IRS can charge you with an individual shared responsibility payment when you file your taxes in 2015. In their article on the subject, the IRS lists three reasons why you would have to […]

Affordable Care Act Tax Exemptions

As of 2014, if you do not have health insurance coverage or have a gap in coverage, you will have to either pay an individual shared responsibility fee or file for an exemption when you file your taxes in 2015. Wondering how to make the right choices for your health care tax provisions? Here are […]

Don’t Wave a Red Flag to the IRS

Tax time can be stressful: meeting deadlines, finding invoices and receipts, and figuring out how much to write off while avoiding an audit. An accountant can alleviate some of the stress, but not all of it! A colleague of mine published these tips in their newsletter, figured I’d share. Here’s a list of things to […]

How To Avoid Becoming the Victim of a Tax Scam

Ah, summertime. Warm days, rest, relaxation, and…tax scams. Really? Yes! Thieves don’t stop victimizing unsuspecting taxpayers after April 15th. Unfortunately, tax scams happen year round and no one is immune to them. The top three scams listed on the IRS’s “Dirty Dozen” list are identity theft, phone scams, and phishing.  Here is some important information […]

Why You Might Receive a Notice from the IRS

April 15th has come and gone and the last thing you want is to hear from the IRS; however, sometimes the IRS needs to follow up on tax-related issues and they will send notices that you might need to respond to.  Don’t panic! Not all of these letters contain bad news–sometimes you could even be […]