Long History of the Enrolled Agent It was at this 1973 convention that Vice President Lee Wurst shared the research he had uncovered on the long history of the enrolled agent. Enrolled agents were first recognized on July 7, 1884 by an Act of Congress signed into law by President Chester A. Arthur, which came… Read More

Let’s Talk Taxes – Home Office Deduction You’ve decided to start a small business working out of your home. Life is great and you can’t beat the commute. Now, how will this affect your income taxes? Can you deduct expenses for use of your home? The answer is that it depends…on a lot of things.… Read More

  Let’s Talk Taxes Greetings from the IRS   You’ve just picked up your mail and … uh oh, there among the ads, bills and too numerous offerings for credit cards is that official looking letter from the Internal Revenue Service. A feeling of dread comes over you…but don’t panic or toss it, and please… Read More

  Let’s Talk Taxes Solace for the Non-filer   Has it been awhile since you filed a tax return? Feeling guilty? Scared? Don’t know what to do? Do you even need to file? Many people become non-filers each year for a number of reasons. They lose the paperwork, they couldn’t pay, or they forgot about… Read More

Let’s Talk Taxes Staying off the IRS Radar Screen   Nothing strikes terror in the heart of the American taxpayer quite like finding a letter in the mailbox from the IRS! In an effort to help you avoid that unpleasant scenario, provided below are examples of some common pitfalls to avoid if you don’t want… Read More

Let’s Talk Taxes Tis the Season to be GIVING …..   Face it, you’ve been putting it off all year. Maybe you have to turn sideways to get in the storage room or have given up on parking your car in the garage. Well, it’s the end of the year and now you have a… Read More

  Let’s Talk Taxes The Best Tax Shelter around—your Personal Residence! If you’re a homeowner, Uncle Sam has thrown you a tax shelter that’s beyond compare. You may deduct the mortgage interest paid on your annual tax return and deduct the property taxes on your Schedule A. If you don’t currently own a home, this… Read More

Most people think that estate planning is for the ultra-wealthy. However, everyone needs some basic form of estate planning in order to pass their assets to the intended beneficiaries. When you die, your estate goes through a probate process and in every state this process is a little different. The goal of estate planning is… Read More

As of 2017, cannabis is legal in 29 states and the District of Columbia.  In some states, it is legal for recreational use and in others it’s only allowed for medicinal purposes with qualifying conditions varying from state to state.  Depending on the state, it can either be easy to get medical cannabis or it… Read More

At this years tax appointment you will need to bring proof of Health Insurance for all family members. You will receive 1095-A if you are insured through the Health Care Market Place.  All other forms of insurance will receive 1095-B or C and need not be brought to your appointment.  In fact you may not even… Read More