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Jumpstart Your Taxes: Get Ready for Tax Time!

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

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

I have a W2-GU from my employer that has no federal income tax paid shown. What should I do?

Do I need to check the box for the Step 2(c): Multiple Jobs section for the W-4 2024 &2023 form, if my estimated tax withholding is $0 from the Tax Withholding Estimator?

I currently am employed with a staffing agency that has side gig jobs that are not steady income and provide different types of work and work positions throughout the year, and I have a part-time seasonal job that I started a few days ago. So would t... read more

I’m trying to pay for the tax fee online but it’s asking for my order number. Where do I Find that ?

2023 1099 for joint brokerage account under deceased spouses SSN

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

How do I pull up my fax form from 2022 so I can change the area where it was rejected

My tax from 2022 was rejected because the amount for the insurance part I put 0 when it was supposed to be 500 and the irs rejected it but this is telling me I don’t need to amend 2022 form just go in and change it