Big change this year.   Please see the IRS Notice. For many years many of you have asked me to deduct my fees from your refund.  Because of identity theft and fraud I cannot do this anymore.  There were some…

What you need to bring for personal returns: W2’s (last pay stub does not qualify as a W2) 1099R – Pension/ Annuity/ IRA Statements 1098 – Mortgage Statements Donations, Medical Expenses, all Gambiling Statements (Winnings & Losses) Real Estate Taxes…

Due to the federal government shutdown in October the IRS has delayed the opening of the tax season to January 31st. What’s New The IRS will begin accepting 2013 tax returns on January 31.  There are some important tax changes…