Summer 2016 - What to do if you receive an IRS notice

Along about now, the IRS is mailing notices to taxpayers who still owe their 2015 tax, or whose returns the IRS is adjusting. As an Enrolled Agent, I can help you respond to IRS notices and letters. Here are a few tips on how to respond to an…

WINTER 2016 - What's new in 2016

Congress passed a $680 billion tax extenders bill in mid December which includes six permanent extenders for individual taxpayers. With a nod to George Frederic Handel, we sing "Hallelujah!" They are: Enhanced Child Tax Credit Enhanced…

FALL 2015 - Travel Tips for Volunteers

Many of you have teams from your church traveling on mission trips or other church sponsored projects this time of year. Clergy, church staff, and/or laity may have travel expenses that will help lower their taxes next year. Here are a few…

Tax News - Summer 2015

2nd Quarter estimated tax payments are due on Monday, June 15. Identity theft and fraudulent tax return filings continue to be in the news, at least the news that comes my way as a tax professional. The most recent incident affected 104,000…

YEAR END TAX TIPS - DECEMBER 2014

4TH Quarter Estimated Tax Payments are due January 15, 2015   2014 Gifts to Charity must be postmarked or made online by 12/31/14. Gifts charged to a bank or financial institution credit card are counted on the date they are charged.…

COURT DECISION ON HOUSING ALLOWANCE

On November 13, 2014, the U.S. Court of Appeals for the Seventh Circuit reversed the decision of the U.S. District Court for the Western District of Wisconsin in the case Freedom from Religion Foundation (FFRF) v. Lew. The Court of Appeals…