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Being Audited by the IRS

IRS, your tax return | August 31, 2015

You’ll get the news in a plain-looking envelope; your only clue – the IRS logo in the return address. That’s right, you lucky taxpayer, you get to justify your income tax choices to the nice IRS agent.

Whoa there, partner. Take a few deep breaths. Calm down. We'll help you through this.

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Protect Yourself Against Identity Theft

identity theft, income tax filing | August 24, 2015

We’ve heard a lot about identity theft this year, thanks largely to some very cagey cyber-criminals who have hacked everything from retail giants to the IRS itself. And while there’s not much that we, as individuals, can do to prevent this kind of wholesale hacking, there are some steps we can all take to help limit the consequences.

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We're Off To See The Registrar

tax breaks | August 21, 2015

It’s August and that means our A/Cs are hard at work. You might also be hard at work packing your car with sheets, laundry baskets (that will never be used), and everything a college student might need. Are you a student? Parent of a student? A professional enrolling in college or vocational classes? Then this month’s 60-second update is all about you and getting the most from education tax breaks.

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Help With Back-to-School Time

tax breaks | August 17, 2015

If you – or someone on your income tax return – is heading off to college this fall, you’re getting ready for that black hole of higher education: Money for this, fees for that. It never seems to end. But we’d like to remind you that your income tax return can actually soften the blow more than many taxpayers expect.

So we’d like to give you a little heads-up on education deductions, a syllabus of savings, so to speak.

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