Category Archives: Tax

Last chance to claim a 2013 refund

According to the IRS, nearly one million taxpayers who failed to file a return for 2013 are in danger of losing refunds. Tax law provides a three-year period to claim a refund when no return is filed. That means you’ll … Continue reading

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Name mismatch?

If you or a dependent had a name change in 2016, notify the Social Security Administration (SSA) before you file your tax return with the IRS. If the name on your tax return does not match SSA records, the IRS … Continue reading

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Don’t make an expensive mistake with your IRA

Simple mistakes on your IRA can cost you dearly. Perhaps you accidentally doubled up on your IRA contribution for 2016. Did you forget to take your required minimum distribution and then notice the oversight when you were gathering the information … Continue reading

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Tax records – What you should keep

It’s that time of year when you are getting ready to sort out last year’s financial records and prepare for this year’s recordkeeping. Do you know what you should keep and what can you throw away? Here are some suggestions. … Continue reading

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Do you need to think about the alternative minimum tax?

You may not have thought much about the alternative minimum tax, or AMT, since Congress passed a law that permanently fixed the exemption. But the tax, which you calculate separately from your regular tax liability, is still around. Here’s how … Continue reading

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Get Ready for Tax Prep: What You Should Do

April 17 is still months away, but now’s the time to start preparing. You’re undoubtedly very busy right now. It’s the middle of the holiday season and moving quickly toward the end of the year, so you probably have reports … Continue reading

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Ringing Out 2016 in QuickBooks

2017 is just around the corner. Now’s the time to do your end-of-year QuickBooks tasks. Since early January of this year, you’ve been faithfully creating new records, entering transactions, and recording payments. You’ve run basic reports. You’ve done your collection … Continue reading

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