Last minute help for balance-due returns

The tax deadline for 2016 returns is fast approaching.  You may have already prepared your returns and found you have an unexpected balance due, or maybe you are hiding and waiting until the last minute because you are afraid you might.  In either case, you may have options to wrestle with those taxes.

Tax Identity Theft

Published in The Valley News March 9, 2017
In the electronic age, we are all accustomed to being on alert for signs of identity theft which impacts our credit.  But do you know what to do if you are the victim of identity theft relating to your taxes?  Bad Guys are increasingly using stolen Social Security Numbers to file fraudulent tax returns and claim bogus refunds. 

"No Meeting" Tax Prep Options

CPA Trendlines proclaims "The Annual Tax Meeting is Dead.  Clients Killed It."
-
This industry newsletter reports that clients increasingly prefer electronic methods of communication to in-person tax appointments.  If this is the case for you, we can accommodate you.  Whether you are around the corner or on the other side of the world, we can do your taxes just as easily with or without a meeting. 

Beware of Tax Season Scams

Published in The Valley News February 26, 2017

As tax season gets underway, tax-related scams intensify. There are many of these scams circulating.  Be aware of the common ones so as not to fall prey - knowledge is power.  Below are common scams IRS is warning taxpayers to avoid.

Tax Issues for Military Taxpayers

Published in The Valley News February 13, 2017
As a former military family (my husband is a retired Marine), I have many military clients around the world.  There are a surprising number of tax rules specifically for members of the armed services.  If you are active duty or former military, thank you for your service and read on!

Business Owners Beware! Earlier due dates for business returns.

Published in The Valley News January 13, 2017
Business owners beware - several filing deadlines have changed beginning this month. Forms W-2, 1099, 1065 (Return of Partnership Income) and 1120 (Corporate Tax Return) all have new due dates. These changes are accompanied by higher penalties for late filing or non-filing.