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How to setup a payment plan for your taxes?

How to setup a payment plan for your taxes?

The IRS doesn’t care how they are paid. They will go through hoops to ‘help’ you pay them. You can take a personal loan, or even charge a credit card right on their website to pay in full. Sometimes paying in full is not an option. What do you do then? You can make...
How long should I hang on to my old tax records?

How long should I hang on to my old tax records?

While this is a straightforward question, there is a standard answer for most people, but others may have reasons to hold onto their records for longer. The easy answer for IRS purposes is 3 years. All you need to do is keep copies of your tax returns and records for...
Case Study: A Surprising Medical Deduction

Case Study: A Surprising Medical Deduction

Today, I want to show an example of an unusual even that had a very large tax impact. While this specific example is very rare, the principles behind the story apply to most of our clients. Every few decades there is always something really big that comes around that...
How To Get a Copy of Previous Year’s Tax Information

How To Get a Copy of Previous Year’s Tax Information

It may be that you haven’t filed in two years, or forgot about that job you worked, or many other reasons – but you need to get tax information from a year or more ago… and you don’t have it. What are your options? The lots of work option is remembering what went on,...
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