Tax Tips for Those Getting Married

2024-03-05T20:34:17-05:00June 30th, 2023|Taxes|

If you recently got married, plan to get married, or know someone taking the matrimonial plunge, here are some important tax tips every new bride and groom should know. Notify Social Security. Notify the Social Security Administration (SSA) of any name changes by filling out Form SS-5. The IRS matches names with the SSA and [...]

Taxpayers May Forfeit More than $1.4 Billion in Refunds

2024-03-05T20:38:30-05:00June 23rd, 2023|Taxes|

"Time is running out for more than a million people to get their tax refunds for 2019," said IRS Commissioner Danny Werfel. "Many people may have overlooked filing a 2019 tax return due to the pandemic. We don't want people to miss their window to receive their refund. We encourage people to check their [...]

Reminder: Second Quarter Estimated Taxes Are Due

2024-03-05T20:44:56-05:00June 9th, 2023|Taxes|

If you have not already done so, now is the time to review your tax situation and make an estimated quarterly tax payment using Form 1040-ES. The second quarter due date is now here. Due date: Thursday, June 15, 2023 You are required to withhold at least 90 percent of your 2023 tax obligation [...]

Five Steps to Take if You’re Audited

2024-03-05T20:47:09-05:00June 2nd, 2023|Taxes|

Getting audited is no one’s idea of a good time, yet you can minimize the stress if you take the right approach. Step 1: Understand why and when. While it's possible you were selected randomly, it’s more likely you were selected for a specific reason. One example might be if your deductions for charitable donations [...]

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