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    12 year-end tax tips

    Merry Christmas to all! My gift to you is a dozen tips that will help make you tax efficient for 2019. 1. COMPLETE A MOCK RETURN Know your 2019 tax position and tax bracket now so you can determine which tax strategies will work best for you. High-income taxpayers need strategies to remove income from […]

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    Budgeting basics

    Budget: a word that causes stress and anxiety for some while helping others bring order to their lives. Do you wish you had something to help you get your finances in order but believe creating a budget would be impossible? I want to give you hope; you can create a budget. It is simply a […]

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    Owing the IRS

    Is there anything worse than owing the IRS? If you do, don’t fret; they have a collection process. (That’s bad sarcasm for a bad situation.) So what is a taxpayer to do when he owes back taxes? For whatever reason you owe the IRS (e.g. increased salary with under-withholding of income tax, underpaying estimated tax […]

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