Terms & Conditions Addendum
Please see the attached which provides our standard terms and conditions related to our provision of services to you. TERMS & CONDITIONS ADDENDUM
Read More »Please see the attached which provides our standard terms and conditions related to our provision of services to you. TERMS & CONDITIONS ADDENDUM
Read More »With tax season upon us, we wanted to share an Easy Reference Tax Guide for 2024. Included are the brackets for: Federal Income Tax Alternative Minimum Tax Long-Term Capital Gains Tax Standard Deduction Retirement Plan Contribution Limits Traditional IRA & Roth IRA Contributions Education Tax Credit Incentives Estate & Gift Tax Health Savings Account SEE […]
Read More »An Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using your Social Security number or Individual Taxpayer Identification Number. The IP PIN is known only to you and the IRS. It helps us verify your identity when you file your electronic or paper tax return. […]
Read More »Effective May 17, 2023, the IRS will require an ID.Me account to access e-Services, Tax Pro Connect and other online applications because Secure Access is being decommissioned. This means anyone who is signing in with an existing IRS username, instead of an ID.Me account, will no longer be able to do so. This includes obtaining […]
Read More »If you need to get an IRS IP PIN reissued for you or your child under 18, please see the instructions below. Children under the age of 18 cannot obtain a PIN online, but due to the increase in fraud cases since 2020 the IRS has been issuing PIN’s as a safety protocol. SEE INSTRUCTIONS […]
Read More »Don’t miss our Two Part Series to help prepare you for your 2022 taxes. Part 1: Inflation Reduction Act & Tax Planning Considerations for 2022 Tuesday, Nov 1 @ 3pm – RECORDING TO COME Steve Franzen, CPA, PFS, CGMA will be leading the discussion outlining parts of the Inflation Reduction Act that may impact your […]
Read More »If the IRS has sent you a notice (1444-C or Letter 6475) for an amount that differs from what you actually received you may want to initiate a trace using form 3911. The IRS has posted instructions on how to request a trace here: Economic Impact Payment Q&A To assist with the preparation of form […]
Read More »If the IRS has sent you a Letter 6419 for an amount that differs from what you actually received you may want to initiate a trace using form 3911. The IRS has posted instructions on how to request a trace in the final question on this link: 2021 Child Tax Credit and Advance Child Tax […]
Read More »With tax season upon us, we wanted to share an Easy Reference Tax Guide for 2022. Included are the brackets for: 2022 Estate & Gift Tax Rates Traditional and Roth IRAs Qualified Plans Personal Tax Items Income Tax Education Incentive Social Security Required Minimum Distributions SEE THE TAX GUIDE>
Read More »The Internal Revenue Service (IRS) has announced they will start accepting electronically filed tax returns on January 24, 2022. If you have not already obtained an Identity Protection PIN (IP PIN), we strongly encourage you to do so prior to that date. As we mentioned in our most recent client letter, we are offering a 10% discount […]
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