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Our New Website!

July 20, 2018

We are excited to announce the recent launch of our firm’s new website! We’ve been working very hard to enhance our site and give our firm a major facelift. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.

Take a moment to look around our new website and...

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Tax season 2017 - Refunds for certain tax returns may be delayed!

January 21, 2017

Another tax season has begun, and as every year before has proven to us, there are new issues, new rules and new challenges that must be dealt with during tax preparation and filing. Not least of which is the on-going issue of taxpayer identity theft and tax fraud scams which have increased both in occurrence and sophistication.

The IRS, in their continuing efforts to combat...

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Charitable contributions to 501(c)(4) civic league non-profits are not deductible for tax purposes.

March 16, 2016

We have a growing number of clients who are donating to non-profit civic league activities and expect to be able to take such contributions as a tax deduction on their returns. These civic activities are typically the non-profit branch of an affiliated political lobbying activity and as such must organize themselves as a 501(c)(4) non-profit.

The tax code makes it clear that...

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Tax season 2016 - Filing of tax year 2015 returns.

February 2, 2016

Another tax season is now in full swing, and as in previous years this means the usual tasks of getting all of your tax information organized and brought in to your tax preparer so that timely and accurate tax returns can be filed. There are some additional topics for this season that our clients will need to be aware of in order to help make filing their tax returns as efficient as...

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Update on tax ID theft issues.

February 2, 2016

The IRS is very aware of current issues concerning scams and other fraudulent activity regarding taxpayers and filing of tax returns. It is very important that all taxpayers be aware of these issues and what can be done to address them. The IRS has published numerous notifications and publications on this topic, so please visit the IRS website

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Tax Scams - Consumer Alert!

January 12, 2015

As we begin what promises to be a very busy tax season one of the issues we are hearing more of from our clients is the deliberate attempt by unscrupulous parties to obtain tax information and/or money from them. Usually this contact has been in the form of aggressive phone calls or emails by persons claiming they are an "agent" from the IRS. The agent then goes on to say that the taxpayer...

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