Educating Business Owners about Tax Deductions.

GULP – How is it possible that I owe so much tax?

Sitting on the edge of your chair waiting for that dreaded call from your accountant - how much do I owe?  Ugh, really, that much?   Two things: 1. Lets have a conversation BEFORE you sign, file and pay. Let me look at your numbers, your tax returns and lets make sure...

My office is just a desk in my bedroom – can I deduct my home office?

My office is just a desk in my bedroom – can I deduct my home office?

Yes!  The IRS requires that your home office be your primary office. Those are the exact words written in the law. Primary Office. It is not required that you have a dedicated space. So what is the difference? Well most importantly, the IRS requires that you do not...

IRS posts list of electric vehicles that can get the tax credit

IRS posts list of electric vehicles that can get the tax credit

Good news, for those of you in the market to buy a car and contemplating buying an electric car, the details are finally live on how to get your tax credit. Very often car dealers and salesmen love to assure customers that they will get tax credits so that you buy....

Is your CPA registered with the IRS?

Is your CPA registered with the IRS?

This time of the year can be a hot bed for tax scammers who pretend to be certified tax preparers. They prepare a tax return, take your money and then are long gone when you receive an IRS notice months or years later. Or even worse, they fraudulenty file on your...

Be wary of BHAPs

Be wary of BHAPs

Be wary of BIG HAIRY AUDACIOUS PROMISES taxpayers. Remember, if it sounds too good to be true, it probably is. As a follow up to last week's blog about finding a reputable tax preparer, this week I want to discuss the plethora of online ads offering solutions whereby...

Choose your Tax Preparer Carefully – The IRS Agrees

Choose your Tax Preparer Carefully – The IRS Agrees

The Internal Revenue Service today reminded taxpayers to choose a tax return preparer with care. Even though most tax return preparers provide honest, quality service, some may cause harm through fraud, identity theft and other scams. When hiring an individual or firm...

Checking account conversations

How often have you paid attention to managing your bank accounts more strategically? My guess is not often. Most people focus on their balance and paying bills. There is however a strategy to maximizing banking benefits. Think about interest rates. If you cash can...

IRS opens for Tax Filing on January 23rd

Good news, for those of you who are wanting a refund on your 2022 income taxes prepaid, the IRS is opening for filing on January 23rd. File early for a quick refund. The longer you wait, the longer refunds take to process. With the three previous tax seasons...

Buy or Lease ?

Buy or Lease ?

At least once a day I get this question from my clients - should I lease or buy a car or truck?  And sadly, the answer is always, that depends. I know I know, you want a solid yes or no answer but its complicated. The law is not complicated, each person's own tax...

Download Your FREE Tax Chart

You have Successfully Subscribed!

Download Your FREE Pension Chart

You have Successfully Subscribed!