New Client Care Package
I have started preparing tax returns and have added a client care package. Check out the full details here.
If there are any questions contact me with the form below.
Why is my refund so low?
I have been seeing a lot of posts in Facebook, Reddit, and others with the question “What is my refund lower than ever?”
The first few questions a tax professional asks is did you receive the stimulus payment or advance child tax credit. If you have dependents and did not opt out of the advance child tax credit (ACTC) you received something.
The ACTC was an advance on the Child Tax Credit you would usually receive on a tax return. Did you miss the ADVANCE in the ACTC? It was not EXTRA money. The answer to the question is that if you have dependents and claim the Child Tax Credit, you already received some of it as an advance.
If you need a tax return prepared or are receiving notices from the IRS contact me for a review.
What’s Sensible for Expert Help Fees?
Let’s face it is the most important question when searching for help with anything is: What’s it going to cost me? In my opinion it shouldn’t be, but like you I don’t like spending too much for stuff. To get to it…
There have been several surveys about pricing and, including the “big box shops”, the average was over $8,000.00.
My average fee is $1,850.00. Now don’t just say it is way too much. Fees depend on the level of service required which can be as low as $350 for IRS research to over $4,500 for full representation on a complex case.
Read MoreNew IRS Online ID Verification
It highly recommended to set up an account with the IRS to view your information.
IRS unveils new online identity verification process for accessing self-help tools
WASHINGTON – The Internal Revenue Service today announced the launch of an improved identity verification and sign-in process that enables more people to securely access and use IRS online tools and applications.
Taxpayers using the new mobile-friendly verification procedure can gain entry to existing IRS online services such as the Child Tax Credit Update Portal, Online Account, Get Transcript Online, Get an Identity Protection PIN (IP PIN) and Online Payment Agreement. Additional IRS applications will transition to the new method over the next year.
Read MoreLast minute retirement deductions
The clock continues to tick. Your retirement is one year closer.
You have time before December 31 to take steps that will help you fund the retirement you desire. Here are four things to consider.
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