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Tax Preparation Tips

Tips for DIY Taxes: It's Not as Simple as a Haircut

Mark Steber | Posted 01.27.2017 | Home
Mark Steber

Last week, I recommended every taxpayer should use a Tax Pro - at least occasionally. I recognize, however, many of you are the type of people who fou...

Like It or Not: You Consider a Tax Pro

Mark Steber | Posted 01.19.2017 | Home
Mark Steber

Admittedly, I think about and like taxes more than the average American. When I do my own tax return or a family members' return, I use a few differen...

Goals 2017: Tax Planning & Timing

Mark Steber | Posted 01.08.2017 | Home
Mark Steber

If one of your New Year's resolutions was to plan better for your taxes or simply to file your tax return earlier this year - good for you! With 2017 ...

2016 Final Countdown Quick Tax Tips

Mark Steber | Posted 12.29.2016 | Home
Mark Steber

With just a couple days left in the year, here are a couple of quick power plays you can take to save you some money on your 2016 taxes. I will keep t...

Tax Alert: The IRS Has Changed Deadlines for W-2s and 1099s

Melinda Emerson | Posted 12.21.2016 | Home
Melinda Emerson

Tax time will be up on really soon, and the IRS has decided to streamline a few things that you need to know about as a small business owner. This is ...

Extended Tax Returns Due! Unless...Storms

Mark Steber | Posted 10.15.2016 | Home
Mark Steber

Hurricane Matthew is a memory for most of us, but not for those dealing with the damage it caused. And as I write this, the Pacific Northwest is braci...

Back to School Tax Tips for Teachers

Mark Steber | Posted 08.16.2016 | Home
Mark Steber

Across the United States, children are headed back to school, which means teachers are stocking their classrooms. Thanks to the PATH Act, the Educato...

The Cost of Being Late and/or File Your Taxes Now

Mark Steber | Posted 04.17.2016 | Home
Mark Steber

Are you sitting around googling "taxes" and "late filing?" Are you looking for anything to do but deal with that pile of paper sitting in front of yo...

Tax Refunds: the Bigger the Better

Mark Steber | Posted 03.04.2016 | Home
Mark Steber

A couple of years ago I wrote about how after 30 years in the tax prep business I still believe that tax refunds are a good thing if not one of the be...

2016 Tax Filing Requirements for Retirees

Jim T. Miller | Posted 02.22.2017 | Home
Jim T. Miller

There are a number of factors that affect whether or not you need to file a federal income tax return this year including how much you earned last year (in 2015), and the source of that income, as well as your age and filing status.

Finding the Right Tax Preparer for You

Mark Steber | Posted 02.01.2017 | Home
Mark Steber

Despite pop culture opinions, and even if you've filed your own tax return in the past, this year, the smart move is talking to a tax professional before you file your tax return.

How Credit Cards Help With Tax Preparation

Kari Luckett | Posted 06.13.2015 | Money
Kari Luckett

If you haven't yet filed your taxes, you should really start gathering all those documents, receipts, and financial data. Many Americans will procrastinate filing their taxes, then at the last minute they will rush around to make the deadline.

Last-Minute Tax Filers, Beware of This Obamacare Scam

Adam Levin | Posted 06.09.2015 | Money
Adam Levin

Last month the IRS issued a warning that received scant attention from the media but nonetheless could impact millions of taxpayers this year -- particularly low-income, elderly and Spanish-speaking taxpayers. The scam takes advantage of the Individual Shared Responsibility Provision of the Affordable Care Act.

Tax Preparers Make More Mistakes Than You Might Think | Posted 05.10.2015 | Money

Set aside for a moment the financial truth that if you are getting a big tax refund, you are doing it wrong. Plenty of studies into "professional" tax preparers show they are often doing it wrong, too.

Taxes: DIY or Tax Pro?

Mark Steber | Posted 04.01.2015 | Home
Mark Steber

As I mentioned, it could be a very complicated season - late law changes, the Affordable Care Act rules, and much reduced IRS resources. It's the perfect storm for potential taxpayer confusion, problems filing tax returns, and delayed refunds.

Protecting Taxpayers from Abuse

Martha Bergmark | Posted 06.14.2014 | Home
Martha Bergmark

Tax season is an annual American ritual. For many Americans, it brings the biggest influx of money all year, giving a much-needed boost to millions of families. Yet for Americans of all backgrounds, tax filing can be a stressful and confusing experience.

Stop Procrastinating and File Your Taxes

Mark Steber | Posted 05.19.2014 | Home
Mark Steber

If you have not filed, then what the heck are you waiting on? File as soon as you can and if a refund is coming -- enjoy that money sooner.

Tax Identity Theft Tops IRS Tax Scams This Year

Mark Steber | Posted 05.12.2014 | Money
Mark Steber

The top three tax scams in the IRS "Dirty Dozen Tax Scams for 2014" are Identity Theft, Telephone Scams, and Phishing.

How to Spend Your Time During the Next Polar Vortex

Mark Steber | Posted 03.11.2014 | Home
Mark Steber

Now is a good time to get ready to do your taxes. YES -- work on your taxes during this quality down time. Following are a few things to consider as you stay warm during this cold snap or the next or just to get started.

2014 Tax Season Starting Very Soon

Mark Steber | Posted 02.09.2014 | Money
Mark Steber

About 110 million taxpayers got a tax refund last year -- that is about three out of four filers or 75 percent of all taxpayers. A tax refund is a refund of your money -- getting it sooner is always better than getting it later.

15 Things to Know, to Do and to Watch for as 2013 Comes to a Close

Mark Steber | Posted 01.23.2014 | Money
Mark Steber

Thanksgiving is nearing, and December is right around the corner. I've said it before--it's never too early to start thinking about your tax situation. Taxes are always complicated, seemingly ever changing, and so is your life.

How to Find a Dependable Tax Preparer This Tax Season

Mark Steber | Posted 03.24.2013 | Home
Mark Steber

Selecting a tax preparer is a very important decision that you should be happy with. After all, for most Americans the annual income tax return is the single largest financial transaction they have each and every year.

Getting Tax Relief after a Natural Disaster

Mark Steber | Posted 01.05.2013 | Money
Mark Steber

Unfortunately, natural disasters, and losses from them, occur each year and will continue to impact people's lives, causing personal and financial loss, and in some cases, even severe financial and economic loss. The income tax rules may provide for a small silver lining if the right circumstances apply.

Taxmageddon, the Fiscal Cliff, the Mayan Calendar, and Other Year-End Events to Watch Out for

Mark Steber | Posted 12.26.2012 | Money
Mark Steber

The Mayan calendar "end of times" prediction scheduled for Dec. 23, 2012, might not be all bad when compared and contrasted with some of the other predictions associated with Taxmageddon and the fiscal cliff on the horizon.

October 15, Final Tax Deadline Is Drawing Near

Mark Steber | Posted 12.12.2012 | Money
Mark Steber

The final deadline for filing their annual tax return, October 15, is coming up fast.