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Blog Series

December 18, 2018

Learn About The 2018 Tax Reform Changes

A lot has changed this year, and it is going to impact every single tax payer.

Join us on January 17th, 2019 at 6 pm for an hour long workshop.

Save Your Seat Here

Here are some of the key changes you can expect us to talk about:

  • 529 college savings plans

  • ACA individual mandate

  • Alimony

  • Alternative minimum tax

  • Bicycle commuting

  • Child tax credit

  • Corporate taxes

  • Estate taxes

  • Gains made on home sales

  • Medical expenses

  • ...

December 17, 2018

The holidays can be a lot of fun and can be very stressful. It is the season of giving, which often means it is also the season of spending. One of the best tools you can implement to help make the holidays a lot less stressful is to create and follow a holiday budget.

Therefore, our gift this holiday season is the gift of holiday budgeting for winners. This information and advice will help consumers overcome deep debt and maintain good financial health.

December 3, 2018

Each year, the IRS audits over 1 million tax returns. With agency resources shrinking, the IRS is more selective when choosing tax returns to audit. Knowing what the IRS is looking for can help you understand and reduce your audit risk. Here are five of the biggest reasons the IRS may choose to audit your return:

  1. Your income is high or low. The reasoning is simple – higher earnings may lead to bigger errors and lower earnings may mean incorrect deductions. The adjusted gross income (AGI) range wit...

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Ask Marie: That Could Trigger an IRS Audit?

June 25, 2016

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