Tax Planning & Preparation

Tax Basics: Understanding The Difference Between Standard And Itemized Deductions

By |2023-01-10T12:22:19-05:00January 10th, 2023|Tax Planning & Preparation, Tax Tips|

Tax Basics: Understanding The Difference Between Standard And Itemized Deductions One of the first decisions taxpayers must make when completing [...]

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Before Toasting The New Year, Taxpayers Should Review This To-Do List

By |2022-12-19T11:45:43-05:00December 19th, 2022|Tax Planning & Preparation, Tax Tips|

Before Toasting The New Year, Taxpayers Should Review This To-Do List Whether they plan to stay up to greet the [...]

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Good Recordkeeping Year-Round Helps Taxpayers Avoid Tax Time Frustration

By |2022-12-01T15:27:36-05:00December 1st, 2022|Tax Planning & Preparation, Tax Tips|

Good Recordkeeping Year-Round Helps Taxpayers Avoid Tax Time Frustration Wading through a pile of statements, receipts and other financial documents [...]

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Reviewing Tax Credits And Deductions Now Helps Set Taxpayers Up For Success At Tax Time

By |2022-12-01T15:17:39-05:00December 1st, 2022|Tax Planning & Preparation, Tax Tips|

Reviewing Tax Credits And Deductions Now Helps Set Taxpayers Up For Success At Tax Time Most people probably only think [...]

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There’s More To Determining Filing Status Than Being Married Or Single

By |2022-11-29T13:43:53-05:00November 29th, 2022|Tax Planning & Preparation, Tax Tips|

There’s More To Determining Filing Status Than Being Married Or Single Some taxpayers are eligible for more than one filing [...]

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Taxpayers Shouldn’t Let Gift Card Scammers Ruin The Holidays

By |2022-11-29T10:12:14-05:00November 29th, 2022|Tax Planning & Preparation, Tax Tips|

Taxpayers Shouldn’t Let Gift Card Scammers Ruin The Holidays During the holiday season, taxpayers should be aware of gift card [...]

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Giving Tuesday Is Coming; Now Is A Good Time To Review Tax Benefits For Charitable Giving

By |2022-11-15T15:10:15-05:00November 15th, 2022|Tax Planning & Preparation, Tax Tips|

Giving Tuesday Is Coming; Now Is A Good Time To Review Tax Benefits For Charitable Giving The Tuesday after Thanksgiving [...]

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Everyone Should Know The Facts About How The IRS Communicates With Taxpayers

By |2022-11-14T11:29:34-05:00November 14th, 2022|Tax Planning & Preparation, Tax Tips|

Everyone Should Know The Facts About How The IRS Communicates With Taxpayers Knowledge is a taxpayer’s first line of defense [...]

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Tax Resources And Information For U.S. Service Members And Veterans

By |2022-11-10T10:52:01-05:00November 10th, 2022|Tax Planning & Preparation, Tax Tips|

Tax Resources And Information For U.S. Service Members And Veterans As the nation prepares to celebrate Veteran’s Day, the IRS [...]

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Seniors Can Reduce Their Tax Burden By Donating To Charity Through Their IRA

By |2022-11-08T12:08:05-05:00November 8th, 2022|Tax Planning & Preparation, Tax Tips|

Seniors Can Reduce Their Tax Burden By Donating To Charity Through Their IRA In most cases, distributions from a traditional [...]

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