The IRS will issue many tax bills during June and July for those taxpayers who filed returns for 2018 but did not pay. If you are a taxpayer who has received a bill already or are anticipating a tax bill because you filed on time but did not pay in full, there are many options… Read More

There are a lot of details for planning a wedding. Don’t forget about tax planning! It’s June–the month of weddings. Why is that? There are a few theories as to why June became the traditional month to get married. In The Old Farmer’s Almanac, Christine Schultz writes that it may relate to the goddess Juno,… Read More

It is easier, less time consuming, and more accurate to preserve data before a disaster strikes. As this article is being written, there have been 12 consecutive days of destructive tornadoes to hit our country. Tuesday night, weather conditions prompted the National Weather Service to issue a rare tornado warning for New York City. Floods,… Read More

May Is Hot Month For Home Sales Zillow reports that the hottest time of year to sell a home is May 1 – May 15. Homes sold during this period typically sell six days quicker and for $1,600 more than average listings during other times. If you were one of the lucky ones or maybe… Read More

National Small Business Week May 5-11, 2019 National Small Business Week began more than 50 years ago as a way of recognizing the invaluable contributions of America’s small business owners and entrepreneurs. More than half of Americans either own or work for a small business. Small businesses create about two out of every three new… Read More

The Term “IRS Transcript” Is Currently Making Headline News. It seems many people, including the media, were unaware such documents exist. These are not some mysterious documents locked away in a top secret IRS vault. Simply put, an IRS transcript is your tax file. It contains all the information the IRS currently has on file… Read More

Results On Your 2018 Tax Return Not What You Expected? Now Is The Time To Make Adjustments. A few weeks ago, we wrote about understanding tax withholding and how to get it right. Many taxpayers were surprised by the results—not necessarily in a good way–when filing their 2018 returns. Many owed more taxes than anticipated… Read More

Several Myths Regarding Refunds Are Currently Making The Rounds On Social Media Now that the April tax-filing deadline has come and gone, you may be anxiously awaiting a refund. Getting an update on your refund is simple, and most of the information on how to get your refund faster is bogus. Here are five of… Read More

50 Million Have Yet To File As of today, the IRS reports about 50 million taxpayers have yet to file their tax returns. With the April tax filing due date just a few days away, it is important to both file and pay any taxes owed by the deadline. Some taxpayers avoid filing because they… Read More

Redesigning Notices Using Psychological, Cognitive, and Behavioral Science Insights Could Lighten The Load   With the filing season in full operation, you may be receiving correspondence from the IRS that conveys significant taxpayer rights and requires you to take prompt action. As part of her role as National Taxpayer Advocate, Nina E. Olson recently released… Read More