Blog Archives

How to Get a Copy of an Old Tax Return

Ever go looking for a copy of an old tax return and can’t find it?  This happens frequently.  How?


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Do I Need a Federal Tax Identification Number?

This is a familiar question a client or potential client will ask us.  Some of the more common situations in need of a tax identification number are: Starting a business that will have employees Having a corporation Having a qualified


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Give….and Receive!

Taxpayers over age 70-1/2 with an IRA have a year-end tax planning opportunity. 


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