» Tax Preparation

Stimulus Payment: Who is Eligible for this Tax-Free Check?

The IRS expects to start distributing the stimulus payments to eligible low to middle-income Americans in the next three weeks. Millions of Americans have started receiving their stimulus payments this week. The stimulus checks will be distributed au… Read More

Coronavirus (COVID-19) Stimulus Payment: What You Need to Know [FAQ]

Last week, Congress passed the largest recovery package in US history. The President signed into law the Coronavirus Aid, Relief and Economic Security Act (or CARES Act) on March 27, 2020. The CARES Act promises payments of $1,200 to most American ad… Read More

New Tax Form for Seniors - the 1040-SR

Tax time can be, well, quite taxing. Deciding which forms you need to complete can be a nightmare for many taxpayers. Just when you think you have it all figured out, the IRS releases new tax forms to match the recently changed tax laws and changes e… Read More

Get Ready to File Your Tax Return: Documents You Will Need [Checklist]

It’s tax time! You know what that means: time to pull together all those important documents you need to take to your accountant to complete your tax return. Having all the documents organized will help ensure your tax return is completed correctly… Read More

Get Ready to File Your 2019 Tax Return: The updated numbers affecting your 2019 tax return

Due to the annual inflation adjustments, the IRS has updated the numbers affecting your 2019 tax return, including tax brackets and tax rates and standard deduction amounts. These are the numbers you will use in 2020 to file your 2019 tax return. If… Read More

Taxpayer Identification Numbers - Who Needs One?

An Individual Taxpayer Identification Number (ITIN) is a nine digit number, the Internal Revenue Service (IRS) uses as a tax processing number when people file their federal tax returns, who do not qualify for a Social Security Number (SSN) or Employ… Read More

Planning for Your Long-Term Care Needs

Many people rely on Medicaid to cover the rising costs of nursing homes and other forms of long-term care. The other main method of planning is to purchase long-term care insurance. Whichever method you choose, it is important to develop a plan for y… Read More

Penalties and Fees for Paying Ohio Income Tax Late

The tax deadline passed this year, and you have not filed your Ohio State Tax Return. You are not alone. Many taxpayers procrastinate. It is easy to get busy and put your taxes to the side, while you wait to receive all the necessary forms. Before yo… Read More

Filing State Taxes When You are Serving in the Military

Filing state taxes when you are serving in the military can be complicated and confusing. If you are on active duty and stationed in another state or overseas, you should have state taxes taken out of your pay for your Home of Record (HOR) or state o… Read More

Should I File My Taxes, if I Cannot Pay?

You know you cannot afford to pay your tax bill this year. Things just got away from you and the filing deadline, usually April 15th, is creeping closer and closer. Some taxpayers find themselves wanting to ignore the dreaded news of how much they ow… Read More

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