Sep 13, 2023 | News to Note
Dear Clients, We are pleased to offer SafeSend Returns as our new secure, electronic tax return delivery system. The client-friendly interface walks you through a guided process that includes on-screen review of your return, collecting IRS-compliant e-signatures on...
Sep 6, 2023 | News to Note
From the IRS — September is National Preparedness Month. With the peak of hurricane season just ahead, the Internal Revenue Service reminds taxpayers to develop an emergency preparedness plan or, if they already have one, to update it for 2023. Taxpayers can begin...
Aug 30, 2023 | News to Note
From the Detroit Free Press — By Susan Tompor — Hard to imagine anyone just ignoring an IRS letter that flags a potential trouble spot involving fraud or ID theft. Or taxpayers not making a move to prove they are who they say they are to get their tax refund cash....
Aug 23, 2023 | News to Note
From The Ascent — By Maurie Backman — Self-employment can really be a mixed bag. On the one hand, it’s nice to set your own hours and, in some cases, work from anywhere. On the other hand, being self-employed means grappling with an income that might vary...
Aug 9, 2023 | News to Note
From Forbes — By Sean Hanlon — 2023 Federal Tax Forms 1099-DIV – Reports ordinary and qualified dividends and short- and long-term capital gains distributions for taxable and tax-exempt accounts. 1099-B – Reports exchange and redemption activity in non-IRA...
Aug 2, 2023 | News to Note
From Kiplinger Personal Finance — By Sandra Block — Thanks to recent changes in the law on inherited IRAs, your tax bill from any inheritance could be larger than you expect. New rules for inherited IRAs could leave some heirs with a hefty tax bill. In the first...
