When Can You Dump Old Tax Records?
Tax TipsArticle Highlights:
General statute is 3 years
Some states are longer
Fraud, failure to file and other issues can extend the statute
Keeping the actual return
Taxpayers often question how long records must be kept and the amount…
Important Times to Seek Assistance
Tax TipsArticle Highlights:
When to seek professional assistance
Examples of times where tax saving moves can be made
Waiting for your regular appointment to discuss current tax-related issues can create problems or cause you to miss out…
Business Start-Up Expenses and How to Write Them Off
Small Business, Tax TipsArticle Highlights:
$5,000 First-year Start-up and Organizational Expense Write-off
Timely Filing Requirements
Qualifying Start-up Expenses
Trade or Business Purchase
Qualifying Organizational Expenses
Expense Write-off Limitations
…
Can’t Pay Your Taxes? Here Are Some Payment Options
Tax Planning, Tax TipsArticle Highlights:
If You Can’t Pay
Family Loans
Home Equity Loans and HELOCs
Credit Card
Short-term Payment Plan
IRS Installment Agreement
Retirement Funds
Filing Extensions
Enforced Collections
Offer-in-Compromise
Although…
You May Need to File Estimated Tax Payments
Tax Planning, Tax Tips, TaxesArticle Highlights:
Employees
Self-Employed Individuals
Quarterly Payments
Underpayment Penalty
Safe Harbor Payments
Estimated tax payments are not just for the self-employed. They are for anyone whose withholding and tax…
Hiring An Independent Contractor? How QuickBooks Online Can Help
2022 Taxes, Quickbooks, Tax Tips
Hiring An Independent Contractor? How QuickBooks Online Can Help
Are you taking on a worker who’s not an employee? QuickBooks Online includes tools for tracking and paying independent contractors.
The COVID-19 pandemic…
Does a Tax Deduction and a Tax Credit Result in the Same Tax Benefit?
2021 Tax Laws, 2022 Taxes, Accounting, Tax Planning, Tax Tips, TaxesDoes a Tax Deduction and a Tax Credit Result in the Same Tax Benefit?
Tax lingo, even without getting into the weeds of the Internal Revenue Code, tax regulations, IRS rulings, etc., can be confusing. Two frequently used terms that taxpayers…
Hobby or For-Profit Activity? The Answer Makes a Big Difference for Tax Purposes
Tax TipsArticle Highlights:
Hobby Versus For-Profit Endeavor
Factors Used to Determine For-Profit
Three out of Five Rule
Hobby Deductions
Sales from Collections
If you are engaged in an activity that produces income, the big tax…
2022 Standard Mileage Rates Announced
Tax Tips, UncategorizedHighlights:
Standard Mileage Rates for 2022
Business, Charitable, Medical and Moving Rates
Important Considerations for 2022
Switching Between the Actual Expense and Standard Mileage Rate Methods
Employer Reimbursements
Employee…
Does Your Business Need to File Forms 1099-NEC or 1099-MISC?
Business, Tax TipsArticle Highlights:
1099-NEC Filing Requirements
Independent Contractor Filing Threshold
Form W-9
Form 1099-MISC
If you use independent contractors to perform services for your business, for each one that you pay $600 or more…