Home
Solutions
Tax Planning
Investment Advisory
Business Strategy
Financial Planning
Accounting Solutions
About Us
Our Team
Our Mission
Our History
Regulatory
Job Openings
Articles
Individual Taxes
Advance Child Tax Credit Payments Start This Month
Settling Tax Debt With an IRS Offer in Compromise
What Is the Net Investment Income Tax?
Six Steps to Protect Against Taxpayer ID Theft
Tips for Taxpayers With Hobby Income
It's Hurricane Season: Safeguarding Tax Records
Washingtonians, are you ready for the highest tax increase in the nation?
Helping the planet can help your taxes too!
Tips to Help You Figure Out if Your Gift is Taxable
Expat Compliance With US Tax Filing Obligations
What are Estimated Tax Payments?
How to Check the Status of Your Tax Refund
Payment for Refundable Child Tax Credit Starts July 15
What is an Economic Impact Notice?
Tips for Students with a Summer Job
Tax Return Tips for Last-Minute Filers
Saving for Education: Understanding 529 Plans
Avoiding Tax Surprises When Retiring Overseas
Deducting Business-Related Car Expenses
File on Time - Even if You Can't Pay
Common Errors To Avoid When Filing a Tax Return
Refunds for Nontaxable Unemployment Compensation
Recovery Rebate Credit May Be Different Than Expected
Help A Charity & Catch A Break
All About Tax Return Extensions
Federal Tax Deadline Extended To May 17
Highlights of the American Rescue Plan Act
Economic Impact Payments: Round Three
Q & A: The $10,200 Unemployment Tax Break
Include Gig Economy Income on Tax Returns
Self-Employed Can Claim Sick & Family Leave Tax Credit
Coronavirus-Related Distributions and Loans
Personal Protective Equipment Qualifies for Deduction
Donating a Car To Charity as a Tax Write-Off
Avoiding an IRS Tax Audit
Renting Out a Second Home
Tax Breaks for Families With Children
Capital Gains Tax on Sale of Stocks
Tax Credits for Electric Vehicles and Plug-in Hybrids
Special Tax Rules for Children With Investment Income
Claiming the Credit for Other Dependents
Unemployment Benefits Identity Theft Scam Alert
Tax Filing Season Starts February 12
What's New for 2020 Tax Returns
Social Security Benefits and Taxes: The Facts
Taxable vs. Nontaxable Income
Do You Need To File a 2020 Tax Return?
Relief for Taxpayers Struggling With Tax Debts
Five Tax Tips for Older Americans
New Year, New Withholding?
Who Qualifies for the Earned Income Credit
Important Tax Changes for Individuals and Businesses
Identity Protection Pin Available To All Taxpayers
COVID-related Tax Relief Act of 2020
Employee Business Expense Deductions: Who Qualifies?
Business Taxes
Small Business: Understanding Payroll Expenses
It's Hurricane Season: Safeguarding Tax Records
What are Estimated Tax Payments?
Tax Withholding for Seasonal and Part-Time Employees
Deductions for Food or Beverages From Restaurants
Deducting Business-Related Car Expenses
Self-Employed Can Claim Sick & Family Leave Tax Credit
Employer Tax Credit Extended for Payroll Workers
Small Business Tax Roundup
Important Tax Changes for Individuals and Businesses
Standard Mileage Rates for 2021
Understanding the Excise Tax
Protecting Business Taxpayers From Identity Theft
COVID-related Tax Relief Act of 2020
Investment Strategies
Business Strategy
Employee Relocation: What Happens to Your Home?
What to Know About Backup Withholding
Tax Considerations When Selling Your Small Business
PPP Loan Deadline Extended Through May 31
Massive Fraud
Financial Planning
Preparing for Unexpected Medical Expenses
HSA Limits Increase for 2022
Saving for Education: Understanding 529 Plans
Credit Reports: What You Should Know
Retirement & Estate Planning
Should My Retirement Account Stay or Should it Go?
10 Tips to Help You Start Saving for Retirement
Changing Jobs? Don't Forget About Your 401(k)
Avoiding Tax Surprises When Retiring Overseas
Coronavirus-Related Distributions and Loans
There's Still Time To Make an IRA Contribution for 2020
Social Security Benefits and Taxes: The Facts
Resources
Newsletter
July 2021
12/2020
Best 5 Yearend Planning Strategies!
Preserving the Health and Well-Being of Your HSA
Individual Taxpayers: Recap for 2020
Business Tax Provisions: The Year in Review
Working Remotely Could Affect Your Taxes
Small Business: Deductions for Charitable Giving
Applying for Tax-Exempt Status as a Nonprofit
Retirement Contributions Limits Announced for 2021
Solar Technology Tax Credits Still Available for 2020
Relief for Drought-Stricken Farmers and Ranchers
Beware of Gift Card Tax Scams
Charitable Donation Deduction Could Lower Your Tax Bill
11/2020
Tax Preparation vs. Tax Planning
Individual Taxpayers: Year-End Tax Planning Strategies
Year-End Tax Planning Strategies for Business Owners
Investing in Opportunity Zones: The Facts
Seasonal Workers and the Healthcare Law
Tips for Taxpayers: Backup Withholding
Tax-Related Items To Keep in Mind When Disaster Strikes
Individual Retirement Arrangements: Terms To Know
10/2020
Navigating The 2020 Election
Fake News or Real Scams!
Six Tips for Starting Your Own Business
Tax Treatment of Virtual Currency Transaction
Taking Early Withdrawals From Retirement Accounts
Choosing a Retirement Destination: Tax Considerations
Health Coverage Terms Employers Should Know
Final Regulations for 100 Percent Bonus Depreciation
Avoid Refund Delays by Renewing Expiring ITINs Now
File Cash Transaction Reports Electronically
09/2020
Local Online COVID-19 Resources
Small Business Update: Payroll Tax Deferral
It's Never Too Early to Check Tax Withholding
Preparing for a Successful Retirement
Tax Considerations When Hiring Household Help
Tax Tips for Workers in the Gig Economy
IRS Form 1040-X Now Available for E-Filing
The Home Office Deduction
Recordkeeping Tips for Individuals and Businesses
What To Do If You Get a Letter From the IRS
E-Signatures Temporarily Allowed for Certain Forms
08/2020
Dirty Dozen Tax Scams: 2020 Edition
Exiting a Business: Which Option Is Right for You?
Protect Tax Records Before Disaster Strikes
Filing an Amended Tax Return
Tax Breaks for Teachers and Educators
What is Form 1099-NEC?
RIC Shareholder Dividends Qualify as Section 199A
Temporary Relief for Retirement Plan Participants
Tax Facts to Know If You're Selling Your Home This Year
Small Business Tax Tips: Payroll Expenses
7/2020
Tax Tips For Extra Cash $$$
COVID-19 Resources for Taxpayers
Paying off Debt the Smart Way
Small Business Financing: Securing a Loan
July 15 Deadline for Reporting Foreign Income
Here's How to Pay If You Owe Money to the IRS
Q & A: Returning an Economic Impact Payment
Tax Tips for Students With a Summer Job
Employee Retention Credit Deadline July 31
Retirement Accounts: Rollover Relief for RMDs
Reporting Farm Income and Expenses
Closing Your Business: A Tax Checklist
06/2020
Tax Strategies for Working from Home in the Age of COVID-19
CARES Act - Covid - 19 Stimulus $'s
Loan Forgiveness Under the Paycheck Protection Plan
Pass on Wealth to Heirs Using These Strategies
Preparing an Effective Business Plan
Avoid These Common Errors When Filing a Tax Return
Cash Management Tips for Small Businesses
Estates and Trusts: Guidance for Itemizing Deductions
Facts About Capital Gains and Losses
Flexibility for Taxpayer Elections in Cafeteria Plans
Payroll Tax Loan Available For Most Small Businesses
The Upside to a Down Market
WA State Paid Family Medical Leave (PFML) for Small Businesses and Owners
Additional Tax Deadlines Extended
Employee Retention Credit Could Help Your Business
Job Loss Could Affect Your Tax Situation
Small Business: Tax Consequences of Crowdfunding
Ready to File? This Tax Records Checklist Will Help
Facts About the Adoption Tax Credit
Tips for Deducting Medical and Dental Expenses
Relief for Businesses with Net Operating Losses
Paycheck Protection Loans
Recent Favorable Retirement Plan Relief
Tax Returns & Estimated Taxes Now Due July 15
CARES Act: Information for Individual Taxpayers
Tax Breaks Help Small and Medium-sized Employers
The Tax-Smart Way to Loan Money to Friends & Family
Relief for Other Coronavirus-related Tax Issues
Tax Refunds: Just the Facts
High-deductible Plans Cover Costs for Coronavirus
Five Tips to Protect Against Identity Theft
Tax-exempt Organizations Required to e-file Forms
Watch Out for Coronavirus-related Scams
What to Do If You Are Missing Important Tax Forms
Are Social Security Benefits Taxable?
Worker Classification: Employee vs. Contractor
New Rules for Depreciation and Expensing
Home Equity Loan Interest Still Deductible
Tax Treatment of State and Local Tax Refund
Form 8962: Reconciling the Premium Tax Credit
New Tax Law Affects Tax-Exempt Organizations
Reporting Tip Income: The Basics
Include Your CPA in the Discussion
Protecting Wealth by Slashing Taxes
Wrapping Up Our Second Decade
Tax Extenders, Retirement Plan Changes, and Repeals
2020 Tax Withholding: the new Form W-4
ACA Reporting Requirements for Employers
Claiming an Elderly Parent or Relative as a Dependent
Six Facts About Form 1040-SR
Student Loans: Cancellation of Debt Relief
Figuring out Your Correct Filing Status
Tips for Taxpayers Who Make Money From a Hobby
What's New for the 2020 Tax Filing Season
Tax Breaks for Taxpayers Who Itemize
Got Debt? Tips to Improve Your Financial Situation
Starting a Home-Based Business
Reminder: Use Correct Forms to Pay Employment Taxes
Opportunity Zone Guidance Finalized
Tax Planning Includes Keeping Good Records
Watch Out for Gift Card Scams
Tax Benefits of Health Savings Accounts
Updated Rules: Deductible Business & Other Expenses
Take Retirement Plan Distributions by December 31
Employer Benefits of Using the EFTPS
Deferred Tax on Gains From Forced Sales of Livestock
Year-End Tax Planning for Individuals
Year-End Tax Planning Strategies for Businesses
Tax Treatment of Virtual Currency Transactions
Tax Tips for Owners of Historic Buildings
Seasonal Workers and the Healthcare Law
Business Expense Deductions for Meals, Entertainment
New Twist on the Social Security Number (SSN) Scam
Solar Technology Tax Credits Still Available for 2019
Inaction is the Number One Killer of Financial Planning
Tax Preparation vs. Tax Planning
New Tax Rules for Divorce and Alimony Payments
Small Business: Tips for Ensuring Financial Success
Tax Advantages of S-Corporations
File 2018 Tax Returns by Oct. 15 Extension Deadline
Be Prepared When Natural Disasters Strike
Employer Credit for Family and Medical Leave
Expat Compliance With US Tax Filing Obligations
Rental Real Estate Qualifies as a Business
Settling Tax Debt With an IRS Offer in Compromise
Homeowner Records: What to Keep and How Long
October 1 Deadline to Set up SIMPLE IRA Plans
Scam Alert: Watch out for IRS Impersonation Emails
Estimated Tax Penalty Waived for Eligible Filers
5 Tips for Applying for Tax-Exempt Status
7 Tips to Help You Figure out if Your Gift Is Taxable
Credit Reports: What You Should Know
Three Tips for Getting an Accurate Business Valuation
Who Can Represent You Before the IRS?
Two New Tax Scams to Watch out For
List of Preventive Care Benefits Expanded for HSAs
Higher Ed Institutions Affected by Proposed Regulations
Avoid Refund Delays by Renewing Expiring ITINs Now
What to Do if You Receive an IRS CP2000 Notice
Deducting Business-Related Car Expenses
Your Canceled Debt Could Be Taxable
Special Tax Breaks for Members of the Armed Forces
10 Facts about the Adoption Tax Credit
IRS Ends Tax Transcript Fax and Third-Party Services
Tax Reform Reminder: Changes to Itemized Deductions
Filing an Amended Tax Return: What you need to Know
How the Sharing Economy affects your Taxes
Choosing a Legal Entity for your Business
Recordkeeping Tips for Small Business Owners
Employers: Backup Withholding Lowered to 24 Percent
Tax Tips for Students with a Summer Job
Rental Owners: Take Advantage of New 20% Deduction
Know Your Tax-Preferred Accounts
What to Do if You Missed the Tax Deadline
Tips for Getting Paid on Time
Identity Theft and Your Taxes
Credit for Plug-in Electric Vehicles Winds Down
Delinquent Tax Debts Could Affect Passport Renewal
EIN application Process Revised to Enhance Security
SALT Adds Bad Taste To 2018 Refund Checks!
Six Tips for Last-Minute Tax Filers
The Qualified Small Business Stock Exclusion
Refundable vs. Non-Refundable Tax Credits
Reporting Foreign Income
Scam Alert: Fake Calls from Taxpayer Advocate Service
Don't Delay: Late Filing and Late Payment Penalties
There's Still Time to Make a 2018 IRA Contribution
Fringe Benefit Deductions Change; Affect Business
The Small Business Health Care Tax Credit
Pros and Cons of Filing a Tax Extension
Taxable vs. Nontaxable Income
Report Name Changes before Filing Taxes
Deadline for Retirement Plan Distributions is April 1
Five Facts about the Additional Medicare Tax
Safe Harbor for First Year Passenger Auto Depreciation
New Year Resolution: Tweak Your Financial Planning Strategy
Tax Filing Season Begins
Seven Common Small Business Tax Myths
Avoiding the Penalty on Early Distributions
Who Should File a 2018 Tax Return?
Five Facts about the Opportunity Zone Tax Incentive
Penalty Relief for Witholding, Estimated Tax Shortfalls
Tax Tips for Older Americans
The Tax Consequences of Losing your Job
Employers Beware: Identity Theft and W-2 Scam Alert
Like-kind Exchanges are Limited to Real Property
Yearend- An Opportunity To Update Your Estate Plan
Clarifying Deduction of Business Meals and Entertainment Expenses Under the New Law
Recap of Business Tax Provisions for 2018
Avoid these Five Common Budgeting Errors
Eight Tax Breaks for Parents
Tax Transcript Email Scam Alert
Transition Rule for Rehabilitation Tax Credit
Depreciating Farming Business Property
New Depreciation Deduction Benefits Business
Tax Benefits of Health Savings Accounts
Making Tax Smart Loans to Family and Friends
Section 199A: Qualified Business Income Deduction
Understanding the Gift Tax
Deferred Tax on Gains from Forced Sales of Livestock
IRS Relief for Taxpayers Affected by Hurricanes
The New Qualified Business Deduction
Tax Treatment of Crypto Currency Transactions, Mining, and Conversions
Avoiding an Unexpected Tax Bill
Five Things to know before Starting a Business
Tax Considerations when Hiring Household Help
Choosing a Retirement Destination
Applying for Tax-Exempt Status as Nonprofit
Early Withdrawals from Retirement Plans
Tax Relief for Victims of Hurricane Florence
Employer Reimbursements for Moving Expenses
Apps for Tracking Business Mileage
Taxpayers Challenging a Levy now have more Time
Small Employer Health Reimbursement Arrangements
2018 Inflation Adjustments Updated under Tax Reform
Succession Planning: Strategies for Leaving a Business
Five Ways to Minimize your Tax Liability
Extension Deadline Looming for 2017 Tax Returns
529 Education Savings Plan Updates under Tax Reform
Taxpayer Data Secure with new IRS Get Transcript
Ten Tax Tips for Individuals Selling a Home this Year
Tips for Taxpayers: Be Prepared for Natural Disasters
IRS Clarifies Deductibility of Home Equity Loan Interest
Safeguarding Financial Records
Small Business Financing: Securing a Loan
Understanding the Net Investment Income Tax
Managing Cash Flow is Key to Business Success
Retirement Saving Tips
Good Recordkeeping Benefits your Business
Some Veterans Eligible for Refunds from Overpayment
The Facts about Penalty Relief for Taxpayers
Avoid Delays: Renew ITINs Expiring in 2018 Now
Watch out for Scams during Hurricane Season
Investors Behaving Better!
Tax Treatment of Cryptocurrency Stolen from Your Wallet/Account
Five Tax Deductions that Disappeared in 2018
Tax Benefits of S-Corporations
Tax Rules for Rental Income from Second Homes
Small Business: Budget vs. Actual Reports
Avoiding Tax Surprises when Retiring Overseas
The Home Office Deduction: What's New
Small Business Payroll Expenses
Tip Income: Is it Taxable?
IRS Debuts New Tax Exempt Organization Search Tool
Penalty Relief for Transition Tax on Foreign Earnings
How the New Tax Law Changes Roth IRA Conversions
Saving for Education: 529 Plans
Tax Consequences of Crowdfunding
Filing an Amended Return
Tax Breaks for Businesses Hiring New Employees
Seasonal Employees and Taxes
HSA Limits Increase for 2019
New Scam Targets Non-resident Aliens
What to do if you get a Letter from the IRS
Offshore Voluntary Disclosure Program to End this Year
Employer Credit for Family and Medical Leave
MWA Update!
Reporting Virtual Currency Transactions
Selling your Small Business
Self-Employed? Five Easy Ways to Lower your Tax Bill
Using a Car for Business: New Rules under TCJA
Home Equity Loan Interest Still Deductible
Health Care Tax Credit Relief for Small Employers
Tax Tips: Obtaining Prior-Year Tax Information
Sinai Combat Zone Tax Benefits Retroactive to 2015
Taxpayer Rights: Audits and the Right to Finality
Five Tax Provisions Retroactively Extended for 2017
Understanding Estimated Tax Payments
Need to File an Extension? Don't Wait.
IRS Dirty Dozen Tax Scams for 2018
Late Filing and Late Payment Penalties
Canceled Debt may be Taxable
Five Tax Tips for Older Americans
Time for a Paycheck Checkup
Correct Filing Status and Reporting Name Changes
Hurricane Victims may Qualify for EITC
Do you Qualify for a Healthcare Exemption?
There's Still Time to Make a 2017 IRA Contribution
Revised Form W-4: Check your Withholding
April 1 Deadline for Retirement Plan Distributions
IRS Scam Alert: Erroneous Refunds & Fake Calls
Tax Tips for Foreign Taxpayers
What Income is Taxable?
Tips for Getting Paid on Time
Employer Responsibilities under the ACA
2018 Business Tax Reductions!
Missing Important Tax Forms? Here's what to do
Tips for a Stress-Free Tax Season
Donating a Car to Charity
Federal Tax Forms: Which one should you use?
Five Tax Breaks that Survived Tax Reform
Updated Withholding Tables for 2018
Employers: Beware of the Form W-2 Scam
Owing Back Taxes could Affect Passport Renewal
Planning Guides
Life Events
Business Strategies
Frequently Asked Questions
Investing Strategies
Tax Strategies for Individuals
Tax Strategies for Business Owners
Financial Calculators
Tax Center
Track Your Refund
Tax Due Dates
Tax Due Date Reminders
Tax Rates
IRS Tax Forms and Publications
Record Retention Guidelines
Record Retention Guide
State Tax Forms
1040 EZ Tax Estimator
Marginal and Effective Tax Rates Calculator
News & Weather
Links
Contact Us
Login
Client Portal
QuickSend
Charles Schwab
Morningstar
Login
We are pleased to provide these links to access your secure
Client Portal
,
Charles Schwab
or
Morningstar
accounts.
