Unraveling Tax Headaches and

Building Financial Vision

Unraveling Tax Headaches and

Building Financial Vision

Wealth Management
Tax Planning & Preparation
1April 2019

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

April 1st, 2019|

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, and contacting each individual company (employer, investment, bank, etc) for a replacement copy of your tax [...]

25March 2019

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

March 25th, 2019|

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 I still deduct my home on my tax return. The answer is yes. You can continue to include your mortgage interest paid and property taxes paid as part of your itemized [...]

15March 2019

Will Taxes for 2018 really be simplified?

March 15th, 2019|

It depends.   Generally, I would say that for those whose returns were simple last year it is still simple, and for those whom have a lot going on, still have a lot going on. There will be a migration of people into the simple category so one could say technically there are ‘more’ simple tax returns than last year – but it is totally inaccurate to say that tax [...]

14March 2019

Business Deadline is Here!

March 14th, 2019|

Tomorrow is the Business filing deadline for Partnerships and S-Corps. If you have not already filed your taxes, contact us and we will file an extension for you at no charge! Let us save your time, save your dime and get peace of mind.

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