The late nights, early mornings and heavy caffeine consumption associated with busy season are over and I'm ready to start posting more useful information on this blog (it's about time after all). By now, you are probably aware of our new President's proposals to...

Busy season has begun again and I already feel myself getting backed up.  I don't expect I'll be posting very much over the next few months as I work on returns seven days a week with a lot of late nights and the occasional early morning when I happen to wake up...

Hope everyone had a nice Thanksgiving! It’s been almost three months since my last post.  Until now, there has been a lack of anything interesting to discuss. I’m sure most people would have been distracted by the Presidential election anyway. Regardless of what you...

The “sharing” economy has brought me and my family some easy ways to save money and has also proven very convenient. I’ve used Uber and Lyft in neighborhoods where taxis weren’t readily available. I’ve used Zimride for longer drives, both to help defray out of town...

So you filed your annual return some time ago, but you receive a letter from the IRS stating you owe additional taxes. Not a happy thought! The IRS can adjust your federal return for a variety of reasons and assess additional taxes. Perhaps your employer made a...

When we hear the words “tax shelter”, many of us picture a real estate investment that purposely loses money or money filtered through a phony corporation that is nothing but a piece of paper on file in the Cayman Islands.  Most of us don’t have the means or...

It's been almost a month since my last post, as I was enjoying the end of busy season a little too much and for too long.  So now it's time for some more of my valuable advice. Past due taxes are an unpleasant problem.  However, it’s a problem that must be given a...

Hello Everyone, I know it's been almost three months since my last post. Busy season is finally over and I am back to a more civilized routine, instead of working the 18 hour+ days, seven days a week.  It was a rough busy season but I count my blessings because I...

This subject has been discussed on many other blogs, online media, in print and elsewhere but I thought I'd add my two cents on this one. First, let's look at the different types of tax professionals.  They come in many different varieties -there are Certified Public...

This is my first real blog post.  The 2016 tax season is almost upon us in full force, so there won't be much time to post to here, but I want to get this blog started. My first piece of free tax advice that I hope will be the first of many posts to come: If you have...