As we approach the year’s end, many taxpayers think about making contributions to their favorite charities.  The needs this year may be greater than ever.  Don’t get burned because you don’t know the rules. Make…

Millions of Americans are adjusting to new back-to-school and work realities. Many area schools are adopting a mix of in-person and online classes. Similarly, some businesses are using a hybrid approach for the worksite. How…

What the IRS is Up To – Fall 2020 Adjustments to your income? Time for a paycheck checkup. If you’re working, but have had changes in income due to the pandemic this year, you might…

Don’t forget to save your receipts! The kids are out of school and summer is well underway. Make sure you understand the rules regarding the tax deductibility of summer activities and related daycare expenses through…

COVID-19 uncertainty abounds. By monitoring tax changes on your behalf, we can work together to navigate the right path for you and your family. Here is a round-up of some of the new personal tax-related…

What the IRS is Up To – Summer 2020 E-filing for amended returns Normally, amended returns must be submitted to the IRS on paper. The agency will allow taxpayers to amend their 2019 return electronically…

One of the biggest tax benefits available today is the exclusion of gains when you sell your qualified home. The spring real estate market continues to be in demand despite the COVID-19 national shutdown. Here…

The IRS has begun disbursing the Economic Income Payments (or Recovery Rebate checks) this week. No action is needed by taxpayers who filed tax returns in 2018 and 2019 or by most seniors and retirees….