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Posts from 2014

  • Sometimes You Need a Tax “Mulligan” The IRS understands that we taxpayers aren’t perfect. Sometimes a taxpayer may forget a sale of stock from an investment account, or an IRA distribution taken last January. I’ve even had cases where busy parents forget to tell me about their New Years baby who arrived and ... Continue Reading
  • Help Your Employees Keep Their W-4 Updated If you have employees, here is a good video you could share with them. It’s a great reminder for them to consider checking their withholdings, since their family income may have changed since filling out the initial W-4. Continue Reading
  • Knock…Knock….Who’s There?….The IRS This is a funny video about an IRS visit to a taxpayer. Continue Reading
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