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Explore helpful articles on bookkeeping, taxes, and financial best practices designed to help individuals and businesses make smarter financial decisions.

DISCLAIMER: Any bookkeeping, business or tax article contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor can it be used to avoid tax-related penalties. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.

Refunds for Nontaxable Unemployment Compensation

The IRS is automatically refunding money to eligible people who filed their tax returns reporting unemployment compensation …

Tax Withholding for Seasonal and Part-Time Employees

Many businesses hire part-time or full-time workers, especially in the summer. The IRS classifies these employees as …

Recovery Rebate Credit May Be Different Than Expected

Some taxpayers who claim the 2020 Recovery Rebate Credit (RRC) on their 2020 tax returns are discovering …

Avoiding Tax Surprises When Retiring Overseas

Are you approaching retirement age and wondering where you can retire to make your retirement nest egg …

Generally, taxpayers should file their tax returns by the deadline even if they cannot pay the full …

File on Time - Even if You Can't Pay

Generally, taxpayers should file their tax returns by the deadline even if they cannot pay the full …

Last-Minute Filers Tax Return Tips

When it comes to working on your taxes, earlier is better, but many people find preparing their …

Self-Employed Can Claim Sick & Family Leave Tax Credit

A new form is available for self-employed individuals to claim sick and family leave tax credits under …

Self-Employed Can Claim Sick & Family Leave Tax Credit

As a quick reminder, the purchase of personal protective equipment, such as masks, hand sanitizer, and sanitizing …

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