Tag Archives: preparing for tax season

Knowing What Tax Records to Keep

The following YouTube video is from the IRS. Having your financial life organized is important, especially when it comes to your taxes. It not only makes tax preparation much easier, it also positions you better to respond to any IRS … Continue reading

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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 , , , , , , , , , , , , , , , , , , ,

Tax Help for Self-Employed and Sharing Economy

The following article was published by the IRS. As tax filing season approaches, the Internal Revenue Service wants taxpayers who are self-employed or involved in the sharing economy to know about free resources that are available to help them with … Continue reading

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Halloween: Time to Face Your Financial Fears

Halloween is once again upon us.  It’s the one time each year where we get to think of creative ways to playfully scare each other…and ourselves!  Then there’s the rest of the year where fear is something we try everything … Continue reading

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Year-End Tax Tips for 2015

Now is the time to start getting your tax records together and organizing your filing system. You’ll be glad you did once tax season arrives! If you plan to itemize deductions such as charitable contributions, mortgage interest, and property taxes, … Continue reading

Posted in FSA, Health Care, IRS, IRS Video, Personal Finance, Personal Taxes, Planning Strategies, Tax Deductions, Tax Tips, Taxes, Year End, YouTube | Tagged , , , , , , , , , , ,

Five Smart Questions to Ask at Tax Time

The following article was recently published by the MSCPA. While there’s no guarantee that you will receive a tax refund this year, there are steps you can take at this time of year that could not only potentially lower your tax … Continue reading

Posted in Personal Finance, Personal Taxes, Planning Strategies, Tax Tips, Taxes | Tagged , , , , ,

Record Keeping

Organizing your financial records now will make filling out your tax return easier next year. It will also help if your return is audited. It doesn’t matter what type of record-keeping you choose. You can even use a shoebox! What … Continue reading

Posted in Audits, IRS, IRS Video, Personal Finance, Personal Taxes, Planning Strategies, Tax Tips, Taxes, Year End, YouTube | Tagged , , , ,