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Employee Tax Expert

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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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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 have received a letter stating that i filed a frivolous tax return. Is this real or a scam?

I never received my 2023 tax refund. According to the IRS website, the refund is still being processed. It has been nearly 8 months since I filed. What can I do?

Cómo puedo conseguir mi formulario 1040 ?

2022 Unfiled taxes

I didn't get around to filing my 2022 taxes. Is there any way I can e-file, or request a form, any information would be very appreciated.

I am a resident of AZ, living in MA, employed in NH. I will not be a resident of MA for this calendar year. I am currently paying income tax in MA. What do I do/fix?

I moved to Massachusetts in September. The house I am staying at is not in my name. I do not plan on filing as a resident until next year as if I understand correctly I have to be in a state for 183 days to be considered a resident. I am working in N... read more

How do I see past returns?

Do state tax reciprocity laws apply to corporations or only individuals?

Hello, My state Maryland has reciprocity laws with DC, VA, WV and PA. We do work mainly in Maryland but also the occasional DC or VA job which are reciprocate states by law. Do I need to file state taxes for DC and VA for my S-Corp income?