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2014 IRA Contributions: It’s Not Too Late

March 1, 2015

Whether you are still working or retired, you should periodically review your IRAs. Here are few things to remember. Contribution limits If you are still working, review the 2014 IRA contribution and deduction limits to Read More

Upcoming Tax Deadlines

March 1, 2015

April We  15  Individuals: File Form 1040, 1040A, or 1040EZ. For automatic 6-month extension file Form 4868 and deposit estimated tax. Pay the first installment of 2015 estimated tax. We  15  Partnerships: File Form 1065 and furnish a copy Read More

Save Twice with the Saver’s Credit

December 1, 2014

If you are a low-to-moderate income worker, you can take steps now to save two ways for the same amount. With the saver’s credit you can save for your retirement and save on your taxes Read More

Six IRS Tips for Year-End Gifts to Charity

December 1, 2014

Many people give to charity each year during the holiday season. Remember, if you want to claim a tax deduction for your gifts, you must itemize your deductions. There are several tax rules that you Read More

Still Time to Act to Avoid Surprises at Tax-Time

December 1, 2014

Even though 2015 is just around the corner, you still have time to act so you aren’t surprised at tax-time next year. You should take steps now to avoid overpaying your taxes.  Here are some actions you can Read More

Revised Newsletter Schedule

December 1, 2014

In order to deliver information to you in the most timely manner possible, we will be sending the quarterly tax newsletter on the following revised schedule: Previous Send Date Revised Send Date January 1st March Read More

Upcoming Tax Deadlines

December 1, 2014

December 2014 Tu 15 Corporations: Deposit the fourth installment of your 2015 estimated tax. January 2015 Th 15 Individuals: Pay the final installment of your 2014 estimated tax. Use Form 1040-ES. Th 15 Farmers and Read More

IRS Repeats Warning about Phone Scams

October 1, 2014

The Internal Revenue Service and the Treasury Inspector General for Tax Administration continue to hear from taxpayers who have received unsolicited calls from individuals demanding payment while fraudulently claiming to be from the IRS. Based Read More