TaxTip

Pointers, prep tips and analysis from the experts who do this every day.

Identity Protection
Jan 27th, 2015

Help for Handling Tax Identity Theft

Ed note: We are in constant communication with our clients through Facebook and Twitter, and we hear from people every year who are the victims of tax identity fraud. We wanted to provide some information about exactly what that is, and what to do if it happens to you. So we got some help from […]

checklist
Jan 24th, 2015

Check and Double Check That Tax Return [INFOGRAPHIC]

You are prepared. You collected the right documents. You prepared your tax return (or had help preparing it). You’re about to submit. What’s the last thing you do? Do a double-check. Some of the most common mistakes on tax returns are the most simple things. Here’s a quick rundown of the things you should verify […]

health care
Jan 22nd, 2015

Decoding Form W-2 [INFOGRAPHIC]

Form W-2. If you have regular employment, this is one of the most important things you will need in order to prepare your tax return. I know many people are still waiting on their W-2, but once you get it, do you understand what information it contains? We look at the form, line-by-line to break […]

delay
Jan 20th, 2015

The Most Important Thing to Know Today – E-file is Open

E-file opened today. In regular speak: the IRS began accepting electronically-filed tax returns today. Here is some basic – but important! – information for you to know. If you haven’t already prepared your return, the countdown to April 15 is on. You can come get help from one of our tax professionals, use our online […]

appointment
Jan 17th, 2015

Handy, Printable Tax Prep Checklist

If your head is swimming with lists of forms – W-2, 1099, 1098-T – or you’re having dreams about missing something important on this year’s tax return, we might be able to help. Click on this link to open a copy of our tax prep checklist. It can help you identify what documents you need to […]

help
Jan 16th, 2015

Smart Filing: How to Avoid Being a Tax Scam Victim [VIDEO]

Now that tax season is upon us (e-file opens Jan. 20!), you may see signs and storefronts popping up to offer you wonderful refunds without any knowledge of your situation, or they may even promise you a refund within 24 hours. Be careful when you see this. Here are seven tips to help you avoid […]