The Blog

Alright, readers, before we jump into the tax scams 2021 edition, let’s circle back on some info we posted about recently … the IRS sent out a lot of moolah last week — and, if you have children, you might have received some. Note: If you received it, this is an advance on future tax credits. It is not a … Read More

I normally don’t send these special bulletins, but I wanted to get this to parents ASAP. You probably heard on the news that the IRS is sending out “advance payments” of $250 – $300 per month for children. The first advance child tax credit payments went out TODAY (as I write), July 15th. The payments will continue every month on … Read More

I’m going to stick with last week’s theme on being financially independent because I got some nice feedback.   Before I get there, a quick word about the IRS for our friends… Per Kiplinger, as of June 25, the IRS had a backlog of 16.7 million 2019 and 2020 individual returns that require manual processing by agency employees. Yikes. And … Read More

In our digitally saturated age, it takes somebody with an iron will to not be impacted by the environment around us. There is a sense of impending doom among some of my clients, a weight of cultural fissure and confusion. More and more think pieces are bubbling up about the possibility of open societal conflict. These are not happy thoughts. … Read More

Whether it’s an annoying duck with a one-word vocabulary, or a refined gecko, or a personified mayhem, you’ve undoubtedly been bombarded by commercials from company after company trying to get you to switch auto insurance carriers. Have you shopped around for this lately? Some of those commercials are totally correct: You might be overpaying. And can I be the person … Read More

An identity is stolen every two seconds in this country. Yeap, you read that right. Every TWO seconds. Yeah… that’s a lot. That means that either you or people you know have fallen victim to identity theft. It’s the #1 type of complaint received by the Federal Trade Commission (FTC), and state Attorneys General are also flooded with such issues. … Read More

The longest day of the year (Sunday the 20th) is next week, the official start of summer. We’re taking our cues from the season and steadily working through extensions and year-round planning moves. AND we’re also finding ourselves helping some people who didn’t actually file their returns through us. This isn’t exactly a new phenomenon … and it is something … Read More

We’re already a week into June, and our timing still feels askew because of the extended deadline … but we’re here, and we’re still in your corner for all things tax and financial. In fact, I want to do a fairly deep dive on a very pertinent (to many) topic … but before I get there, a quick word to … Read More

Memorial Day weekend can sometimes feel a little … jarring. Burgers, pools, picnics — set against the solemn backdrop of remembrance for the sacrifice of so many thousands who have laid down their lives so we can have our freedoms. However, if you get the chance to talk to veterans (as I sometimes do in the tax preparation world), they’ll … Read More

We’re slowly unburying after the May 17th federal tax deadline (though for those in Texas, Oklahoma and Louisiana — we’re still going!). This tax season has been … long. And I promise that I’ll soon take up non tax-related content. Goodness knows, I need a palate cleanser. But there are still some leftover items to address for some of my … Read More