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Helping-Clients-Avoid-Two-Common-Tax-Prep-ScamsEven the most loyal tax clients can be vulnerable to advertisements or solicitations that promise to save them money on tax preparation services. After all, who wants to pay more for a service that they have to? But unfortunately, many of these “too good to be true” ads are just that. Help your clients protect themselves. 

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Posted By Heather Morales

High-State-Tax-Taxpayers-May-Still-Want-to-ItemizeMany taxpayers who live or work in states with high state income taxes let out a collective groan of frustration upon learning they would be limited to a $10,000 state and local tax (SALT) deduction after 2018. But even though the SALT deduction limits the tax benefit of living in a high-tax state, taxpayers could still benefit from itemizing on their state income tax return.

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Posted By Heather Morales

Educating-Clients-on-Optimizing-Their-Income-BracketThis year, millions of U.S. taxpayers will learn just how much of an impact the Tax Cuts and Jobs Act (TCJA) had on their income tax liability. But the change in tax brackets has highlighted a misunderstanding many taxpayers hold—that their highest tax bracket controls how all their income is taxed. Knowing how tax brackets work can drive dozens of different financial decisions, and today’s taxpayers can change their financial future just by optimizing the way their income is taxed

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Posted By Heather Morales

Tax Season Is Done Now What?

Apr 25, 2019 4:45:00 AM

Tax-Season-Winding-Down-Now-WhatMany tax professionals find themselves virtually strapped to their desks between Christmas and Easter, preparing returns for corporate and individual clients by the April 15th tax deadline. Now that this frenzied pace has slowed down a bit, it can be tough to regroup—but reflecting on what went wrong (and right) during the last tax season can better prepare you for the next one. Here are a few things you can (or should) do as you're winding down from the whirlwind that was the 2019 tax cycle

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Posted By Heather Morales

If you're a tax preparer who is still winding down from Tax Day 2019, you may be interested in two major developments coming down the pike for those who plan to help others prepare their 2019 federal or state income taxes. 

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Posted By Heather Morales

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