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1901, 2022

Individual Tax Return Filing Considerations for 2021

By |January 19th, 2022|Articles, Tax Deductions, Tax Filing, Tax Preparation|

As we reach the end of the 2021 tax year, now is the time to start sorting your tax documents for an on-time individual income tax return filing. View a listing of items to consider when preparing for the filing of your individual tax return. Each item listed could have a significant impact on the amount you must pay to the IRS or the tax refund you are eligible for.

Education Expenses IRS Tax Credits and Deductions

December 3rd, 2021|Comments Off on Education Expenses IRS Tax Credits and Deductions

If you, or those that claimed you as a dependent, incurred education-related expenses during the year, or for education that is scheduled to start within the first three months of the following year, those expenses may qualify as a deduction or credit. Eligible filers, including students and parents, may be able to take advantage of tax credits and deductions if they paid education expenses, even if the expenses were paid with a student loan. Learn more about how Education Tax Credits and Deductions can reduce your tax liability.

IRS Rules and Benefits of Individual Retirement Accounts (IRAs)

November 4th, 2021|Comments Off on IRS Rules and Benefits of Individual Retirement Accounts (IRAs)

There are three types of IRS tax audits - a Correspondence (Mail) Audit, Office Examination Audit, and a Field Audit. The IRS will notify an individual or business by mail or telephone if they are selected for an audit. Note that being selected for an audit doesn't necessarily mean that there is an issue with your tax return submission. Learn more about tax audits and representation to the IRS in the event of being audited.

IRS Rules for Claiming a Dependent

September 29th, 2021|Comments Off on IRS Rules for Claiming a Dependent

There are three types of IRS tax audits - a Correspondence (Mail) Audit, Office Examination Audit, and a Field Audit. The IRS will notify an individual or business by mail or telephone if they are selected for an audit. Note that being selected for an audit doesn't necessarily mean that there is an issue with your tax return submission. Learn more about tax audits and representation to the IRS in the event of being audited.

2508, 2021

How to Prepare for an IRS Tax Audit

By |August 25th, 2021|Articles, Tax Audits|

There are three types of IRS tax audits - a Correspondence (Mail) Audit, Office Examination Audit, and a Field Audit. The IRS will notify an individual or business by mail or telephone if they are selected for an audit. Note that being selected for an audit doesn't necessarily mean that there is an issue with your tax return submission. Learn more about tax audits and representation to the IRS in the event of being audited.

608, 2021

Choosing the Right Tax Filing Status

By |August 6th, 2021|Tax Filing|

Tax filing status has a significant impact on your eligibility for deductions, as well as what you owe for federal and state taxes, so it is imperative that the correct status is selected when filing. Currently, there are five tax filing status options, and in certain situations, you may qualify for multiple statuses. Learn about the different tax filing statuses as well as status requirements and deductions.

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