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Category Archives: Tax Refunds
Here’s What Americans Do With Their Tax Refunds
It’s finally springtime, and with it comes excitement and anticipation of warmer weather, longer days, and also tax refunds for many. Having a cash windfall is always a good thing, but the way we spend it isn’t always ideal. Here … Continue reading
Posted in Personal Finance, Planning Strategies, Tax Refunds, Tax Tips
Tagged Cozby & Company, Cozby & Company LLC, Cozby CPA, Financial Windfall, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, IRS, IRS.gov, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes, Tax Return, Tax Windfall
Getting Married?
Marriage is considered a major life-changing event, but it also changes how you file your taxes. If you are married by December 31st in any given year, that is your marital status for the entire year, according to the IRS. This … Continue reading
Posted in E-file, Government, IRS, IRS Video, Personal Finance, Planning Strategies, Social Security, Tax Law Changes, Tax Refunds, Tax Tips, YouTube
Tagged Cozby & Company, Cozby & Company LLC, Cozby CPA, Filing Status, Form 8822, Form W-4, Health Insurance Marketplace, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, IRS, IRS website, IRS.gov, Marital Status, Married Filing Jointly, Married Filing Separately, Married Filing Status, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes
Help for Requesting a Tax Filing Extension
No matter how well we plan, sometimes we find ourselves unable to file our taxes on time. If you find yourself in this situation, have no fear, help is available. You can get an automatic extension of six months by … Continue reading
Posted in E-file, Government, IRS, IRS Video, Personal Finance, Planning Strategies, Tax Extensions, Tax Refunds, Tax Relief, Tax Tips, YouTube
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Understanding Retirement Plan Rollovers
Did you know that you are able to move or transfer funds from one retirement plan to another, penalty-free? It’s actually quite simple. There are two basic methods to make this happen, and you may choose either one: You can have … Continue reading
Posted in E-file, Government, IRS, IRS Video, Personal Finance, Retirement, Tax Refunds, Tax Relief, Tax Tips
Tagged Cozby & Company, Cozby & Company LLC, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, IRA Rollover, IRA's, IRS, IRS.gov, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Retirement Account, Retirement Plan Rollover, Roth IRA
Spending Your Tax Refund
This YouTube video is from Money Talk News. The average American will be receiving a tax refund just north of $3000 this season, according to the IRS. The ways people spend this amount vary greatly, from personal indulgences to savings to … Continue reading
Posted in Government, Personal Finance, Planning Strategies, Tax Refunds, Tax Tips
Tagged Cozby & Company, Cozby & Company LLC, Cozby CPA, financial planning, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, personal finance tips, Planning Your Tax Refund, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes, Tax Planning, tax refunds
End-of-Year Tax Tips
The end of the year is fast approaching and with it many important financial decisions that must be made. While most of us think of our finances in December in light of gift giving, it is also critical to think … Continue reading
Posted in Charitable Organizations, E-file, Holiday Tips, Personal Finance, Planning Strategies, Tax Credits, Tax Deductions, Tax Refunds, Tax Relief, Tax Tips, YouTube
Tagged (401)k contributions, 401(k), Charitable Contributions, Cozby & Company, Cozby & Company LLC, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, personal finance tips, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Portfolio Analysis, preparing for tax season, Year End Tax Advice, year-end tax tips
IRS Urges Taxpayers to Check Their Withholding; New Factors Increase Importance of Mid-Year Check Up
The following article was published by the IRS. The Internal Revenue Service today encouraged taxpayers to consider a mid-year tax withholding checkup following several new factors that could affect their refunds in 2017. Taking a closer look at the taxes … Continue reading
