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Be prepared and make tax preparation a breeze! Imagine how beneficial and stress-free it would be to not rush around last minute gathering your tax info. You can begin by making a list of what's changed since last year and gather your supporting docu... read more
Employee Tax Expert KarenL ‎Posted December 12, 2023
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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
Employee Tax Expert KarenL ‎Posted November 28, 2023
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Carlos Eduardo ‎Posted yesterday | Latest post yesterday by mesquitebean
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I would like to ask that after my 709gift tax return filed , certified mail was mailed on 4/6/2024, the tracking of usps arrived at the MO state facility on 4/9/2024 and has been displayed in transit and delayed since then. It's 5/3/2024 now, and it'... read more
James zhou ‎Posted yesterday | Latest post yesterday by Mike9241
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tsurisha ‎Posted yesterday | Latest post yesterday by ee-ea
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crkcisme ‎Posted yesterday | Latest post yesterday by VolvoGirl
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Other than filing a NJ State Return, what other documentation is required to receive the refund. We recently sold a property with $0 capital gains. Thanks.
mdminuto ‎Posted Wednesday | Latest post yesterday by fanfare
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We have a client who has a joint brokerage account with her deceased husband, reporting under his SSN. He passed in 2022 and the account was never changed into an individual under her name/ssn. We are changing that now, May 2024. She had a consolidat... read more
jramir23 ‎Posted yesterday | Latest post yesterday by Bsch4477
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