Case Study: A Surprising Medical Deduction

Case Study: A Surprising Medical Deduction

Discovering Truths: A Unique 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...
How To Get a Copy of Previous Year’s Tax Information

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

Simplifying Tax Access: How to Find Last Year’s Info 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?...
Tax Breaks for Homeowners: What is Deductible, and What’s Not?

Tax Breaks for Homeowners: What is Deductible, and What’s Not?

Tax Benefits for Homeowners You Shouldn’t Miss It is not an uncommon question to be asked what someone can deduct with their home. With the new tax laws, many answers are still quite similar, while the benefits may change for others. First the easy question, can...
The 3 Most Common Mistakes in Preparing Your Own Taxes

The 3 Most Common Mistakes in Preparing Your Own Taxes

Tax Preparation: Learn from These Common Mistakes None of us are perfect and we all make mistakes. Many mistakes are made simply due to insufficient information, or information not easily understood. Here I’ll explain the 3 most common mistakes we see on self-prepared...
5 Quick Tips To Prepare For Your Taxes

5 Quick Tips To Prepare For Your Taxes

Five Steps to Streamline Your Tax Prep If you’re anything like me, you love practical solutions to your problems. If you’re preparing for your tax appointment only a few weeks in advance, you definitely have a problem! Here are my 5 quick tips for helping you...
Turbo Tax vs. Tax Professional

Turbo Tax vs. Tax Professional

Turbo Tax vs. Tax Professional: Making the Right Choice Ok, full disclosure. We are a tax firm. We want your business and we are in the business of doing taxes. With that being said, I will try to give you an unbiased approach to the best method of getting your taxes...