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Employee Tax Expert

Enrolled Agent

Employee Tax Expert

Hi, I'm an enrolled agent. I have 13+ years of tax experience, three of which are as a tax expert with TurboTa...

Employee Tax Expert

Enrolled Agent with 13 years of experience.

Employee Tax Expert

IRS Enrolled Agent with 20 years of tax experience!

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App crashing

Hi, App crashing on Iphone 12 pro max, ios updated, cache cleared, rebooted. Please advise

Last Minute Tax Tips & Money Strategies!

The end of the year is more than just holidays, great food, and family! It’s also the perfect time to make smart money decisions, take action to reduce your tax liability and give yourself peace of mind! The following links are filled with tips and s... read more

529 Plan distribution after graduation

529 plan beneficisry graduated college this summer and the owner has Money left in the 529 plan. Question 1: If the student-beneficiary received several academic scholarships, can the owner take that money out of his 529? 2. If he wants to remove the... read more

I did not file my taxes, 2022

Need to file 2022 taxes

I am a J1 student My taxes are refunded,but on my first summer our employer did not file them to be withheld. Now I owe an amount that i would’ve gotten back anyway. Help

The group that i went with had the same contract but an IRS representative told them not to worry about the amount, hence it would’ve been a wash. What do i do? On my second summer i did pay them and I’m waiting for the return. Would it be possible f... read more

I have paper-filled my turbotax return in the 2021 year but haven't received my payment yet.

I received about 50k from a settlement I spent all 50k will I be taxed on it even though I already spent it?

This was the payout after all my medical and lawyers fees were paid

No return filed

I filed return , was accepted, WMR website says no return filed and that I’m not putting my information correctly and I am, file 9/6/2023

Warning: Turbo Tax 2023 as of Dec 5 2023 does NOT have the updated Residential Energy credit programmed into it

I nstalled a tankless hot water heater (natural gas). The credit is not capped based on prior years' credits. There is a new law in play because some thing something green new deal. The Act repealed the lifetime credit limitation and instead generall... read more

Mark-to mark day trading election

Hi, I was a little confused regarding mark to market as far as the deadline for making that election. I began day trading in Feb 2023 , but did not file anything regarding mark to market yet and it is now Dec 2023. Can I still make that election when... read more