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Archive for the ‘Individual Tax’ Category

September 05, 2024

You Need Tax Planning If…

Life changes can significantly impact your taxes. Whether you’re entering a new stage in life, making financial decisions, or adjusting to new circumstances, understanding how these changes affect your taxes is crucial. Here are situations…

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September 05, 2024

Fall 2024 Tax Deadlines and IRS News

Fall 2024 Tax Deadlines September 16, 2024 Third quarter individual estimated tax payments for 2024 are due. Filing deadline for extended 2023 S-corporation and partnership returns. October 15, 2024 Filing deadline for extended 2023 individual…

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June 12, 2024

Summer Jobs and Taxes

Now is the time to prepare for the not-so-pleasant part of having a summer job – paying taxes! Here’s what you can expect depending on what type of job you have this summer. The employee….

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June 07, 2024

Your Home is a Bundle of Tax Benefits

Unlocking the tax benefits associated with homeownership can significantly impact your financial well-being. Explore these key tax advantages that come with owning a home: • Itemized deductions. Mortgage interest and property taxes are two deductions…

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May 29, 2024

Summer 2024 Tax Deadlines and IRS News

Summer 2024 Tax Deadlines June 17, 2024 • Second quarter 2024 individual estimated tax payments are due. July 31, 2024 • Due date for filing 2023 retirement or employee benefit plan returns (5500 series) for…

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May 24, 2024

Put Your Tax Refund to Good Use

Three-fourths of filers get a tax refund every year, with the average check weighing in at $2,972* so far this tax season. Here are some ideas to put that money to good use: Pay off…

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