Back to School with the new Tax Cuts and Jobs Act - 529 and ABLE

September is "Back to School" season for many families, and the IRS provides an incentive to save for your child's education through tax-advantaged 529 plans and ABLE accounts. The new tax law (TCJA) has made some changes to plans. A 529 plan…

When an IRS Notice lands in your mailbox

The IRS has begun sending out tax notices to taxpayers who still owe their 2017 tax, or whose returns the IRS is adjusting. If you still owe your 2017 tax and cannot pay it now, then go to www.irs.gov and set up an Online Payment Agreement.…

Fall 2017 - Volunteering

Whether it is the devastation created by Hurricane Harvey in Texas, or other critical needs around the world, there are many opportunities to volunteer. Many churches have teams traveling for mission work or other church sponsored projects…

Tax News - February 2017

 Tax-related Identity theft – with its related scams to steal personal and financial data from taxpayers or data held by tax professionals – has become a huge problem for the IRS and state tax agencies. The IRS has been proactive in implementing…

Making a List - Your end-of-year Tax Planning Tips

  If your list isn't long enough already, here are a few end of the year tasks to consider. Prepare to make your 4th quarter estimated tax payment by Jan. 16, 2017. Get your 2017 housing amount designated in writing…

FALL 2016 - Fall means . . .

If you think tax planning only happens in the spring, think again. Taxes are a year-round concern and there’s no better time than the present to plan for the future. Consider the following: Fall means the end of summer and summer camp for…