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When Can I File My Tax Return?
If you’re expecting a refund, you want to know just how soon you can file. For most people, the earliest day that the IRS will begin accepting e-filed returns is January 14th, that’s this coming...
View ArticleIRS E-File Starts January 14th
The IRS will begin accepting e-filed individual income tax returns on January 14th. Many people are anxious to file their returns, especially if they have big refunds coming to them. But I’d like to...
View ArticleOops! There’s a Mistake in My Taxes, How Do I Fix It? Amended Returns
powered by Fotopedia Mistakes happen. You file your return and later get a W2 in the mail for a job you had forgotten about. Maybe your investment firm sent you an amended 1099 because your interest...
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How Long Should I Keep My Tax Records?
Photo by Brian Wolfe. It’s time for spring cleaning! Every year around this time I receive phone calls from people who want to know what they can throw away. Hopefully, this will help you decide what...
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Five Tax Issues for these Crazy Financial Times
Photo by Sjoerd van Oosten on Flickr.com Wow! The market’s up, the market’s down. It’s crazy! Now I don’t give advice about stocks—it’s actually against the law for me to give advice about stocks—but I...
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Filing a Tax Return For Your LLC
Photo by Lancashire County Council on Flickr.com If you’ve started a new business and you filed the Articles of Organization in your state to become an LLC, then here are some things you need to know...
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Tax Organizer
I’m not a big fan of tax organizers. I got started in this business many years ago because of a bad CPA (if he was even a real CPA). He had me fill out a 20 page long ‘organizer,’ which quite frankly,...
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Is Your CPA Qualified to Do Your Taxes?
Photo by Paul Miller at Flickr.com Is your CPA qualified to do your taxes? Now that seems like a pretty dumb question right? Obviously CPAs do taxes and they’re smart so they can, right? So the...
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Bad Calls
Photo by Otto Greule Jr at Getty Images Let me start with full disclosure: I am a card carrying member of Cardinal Nation. As I write this I am sitting on the sofa wearing my St. Louis Cardinal’s...
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Tax Planning Isn’t Rocket Science, But it Can Save You Money!
This is an old NASA shot of the launch of Friendship 7. Today I want to talk about tax planning, and why it’s so important. I recently got a call from a woman who wanted to take $30,000 out of her IRA...
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Tax Reporting of Insurance Premiums for Retired Public Safety Officers
Retired public safety officers may be eligible to exclude up to $3,000 from their pension distributions for money that was used to pay the premiums for accident or health insurance or long-term care...
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