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Our high service quality and “raving fan” clients are the result of our commitment to excellence. We will answer all of your questions, as to how they impact both your tax and financial situations.
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A rollover to another qualified plan saves you on income taxes and penalties. If you've moved on to bigger and better jobs, or been forced to leave your old job, your old employer might require you to take your 401(k) money out of the plan. Instead of...read more
The tax industry stakeholders are projecting refunds will begin hitting accounts mid-week, Feb 22nd. This is just an estimate and not a guarantee and it could take 7-10 days for the backlog of refunds to be caught up. Also note, the refunds may not be...read more
Take a deduction for classroom materials you buy. The Educator Expense was extended, you can still deduct some of what you spent on school supplies as an unreimbursed employee expense. Typically the Educator Expense Deduction worth up to a $250 deduction for classroom...read more
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