Certified Public Accountants

Newsletter

Tax News Spring 2016

May 1, 2016

As always we appreciate your business during the tax season. For many accountants the tax season does not end until October 15. However, now is the time for you to start thinking about your 2016 tax situation. This issue includes information about: Benefits of a Roth IRA, Protecting yourself from identity theft and refund fraud, Moving and job hunting deductions, and much more Read the full tax newsletter...

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Tax News Fall 2015

Oct 21, 2015

Before the truly busy season begins for you and your family with school and the upcoming holiday obligations, now is the time to give some thought to your year-end tax planning strategies. Are you planning on cleaning out your house and donating to the local Goodwill Center? Or is 2015 the year you decided to start a new business? Following are tips for these considerations as well as other tax issues you may be encountering. This issue includes information about: Charitable...

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Tax News Summer 2014

Aug 5, 2014

Tax News Summer 2014 Updates and changes which will likely affect you for your 2014 income tax return preparation.    

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Winter 2012 Client Newsletter

Jan 31, 2013

INTRODUCTION             As I was compiling this letter, Congress was in a lame duck session considering ways to avert the expiration of the Bush tax cuts and the so-called “fiscal cliff”, which would force automatic spending cuts throughout the federal budget. It is anyone’s guess what will happen, but we will know by the end of the year. I want to assure you that I stand ready to move on any new tax rules to avoid delays in your tax filings. The new, inflation-indexed...

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Electronic Filing Required for Most Returns in 2012

Feb 15, 2011

New electronic filing requirements for tax return preparers go into effect in 2012. Starting in January 2012, any paid preparer that expects to file 11 or more Form 1040 returns must use IRS e-file. However, if you file these forms yourself, you may choose to file by paper, even if I prepare the return for you. If you do not want your return filed electronically, I can mail printed income tax returns to the IRS for you. However, I will need to obtain a hand-signed and dated statement from you...

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Important Tax Filing Developments

Feb 15, 2011

The IRS sent letters to all known IRS identity theft victims in early December. These letters notified taxpayers that the IRS has placed an identity theft indicator on their account. The letter also advised the taxpayer that an addi- tional letter will be forwarded toward the end of the month of December with a unique PIN that must be entered on the taxpayer’s returns for 2011 for the taxpayer to file electronically. Absent this PIN, the taxpayer will be required to file a paper return, which...

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