Posts Tagged ‘Tax Returns’

How Many Trusts Do I Need?

grandfather, grandsons and notebook

Estate Planning can get tricky. One tool that is frequently used is a trust. Many trusts are set up as revocable (“rev”) trusts.  This means the person that formed the trust can amend or change it at time during their lifetime. When someone with a revocable trust passes away, the trust then becomes irrevocable, which means … Continue reading »

4 Easy Ways for Taxpayers to Take the Hippocratic Oath

All Physicians must take the Hippocratic Oath.  This is an oath where they swear to practice ethically. Although there is some debate about the translation, the main theme is, ‘First, Do No Harm.’

All taxpayers need to take the Hippocratic Oath so they do no harm with their tax plan.

Why You Should Notify the Internal Revenue Service When You Move

Where is my tax refund?  Why didn’t I receive estimated tax payment vouchers?  These are just a couple of reasons why you should notify the Internal Revenue Service (IRS) when you move.

What to Bring to Your New CPA


If you have decided it's time to change CPA’s, what should you bring to the first meeting?

It is important that your new CPA has a complete file for you so that they have a better understanding of your needs.

Some Taxpayers Must Wait to File 2010 Tax Returns

The Internal Revenue Service has announced that some taxpayers will not be able to file their returns until mid to late February 2011 due to last year's tax changes.  The IRS will need to reprogram its processing systems for three provisions that were extended in the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 that became law on December 17, 2010.