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Could an Extension Be Right For You?

Few deadlines are more dreaded than the notorious April 15th tax deadline in the United States.  Some people dutifully file their Form 1040 U.S. Individual Income Tax Return and related state returns as soon as their W-2 comes in the mail, perhaps anxious to receive a refund of taxes withheld throughout the year.  But if […]

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Why is my tax refund smaller in 2019?

Before you plan that big spring break vacation or huge deposit into your retirement account (wishful thinking on my part?), consider that your tax refund may be significantly different than it was last year.  So what gives?  Wasn’t the point of the new tax plan to put more money in people’s pockets? While every person’s […]

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Tax Changes You Need to Know for 2018

Unless you’ve completely gone off the grid or have fallen into a fairy tale-like 100-year sleep, only to be woken by true love’s kiss, you probably know that Congress passed major tax reform for the 2018 tax year. But what does the Tax Cuts and Jobs Act mean for you? Keep reading for some of […]

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How to Prepare for Tax Season

Ready or not, the official start of tax season is January 28th, and W-2 forms and 1099s are due to the IRS by January 31st, so chances are, you will be receiving important tax documents in the mail very soon.  Whether you are super organized and have been keeping a color-coded, indexed file of tax-related […]

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