It is not too late to file your income taxes for 2021. If you are receiving a refund, there won’t be any penalties, you just need to file. Call me today to schedule an appointment or go to my website and pick a day and time that works best for you. If you owe taxes,…

Are you thinking too short term with your personal finance? It might be worth looking ahead and considering long-term financial planning even if you’re a long way off retirement. Take a look at our top tips to set you up long-term. Are you someone who likes to plan ahead and this of the Long-term? If…

Whether you realize it or not, your money is sitting in three different tax “buckets.” To save on taxes throughout retirement, make sure to fill up your tax-free bucket. Here are two ways to do that. Taxes are on the minds of many this time of year. But too often, people think about taxes only…

Imagine a world where you didn’t have to worry about your finances? Sounds pretty amazing, doesn’t it? While that might not be realistic, there are steps you can take to keep your finances in check. Below are 4 tips to stop finance woes in their tracks. 1. Map Out Your Goals Think about your financial…

WASHINGTON – The Internal Revenue Service reminds taxpayers today that the fastest and easiest way to check on tax refunds is by using the “Where’s My Refund?” tool on IRS.gov or through the IRS2Go mobile app. This year, more than ever before, those who don’t normally have to file a tax return may wish to do so to get…

Deadline to file 2021 income taxes for both federal and state is April 18, 2022. If you have not yet filed, please call me today or schedule online on my webiste for your appointment. I can file an extension if you need one.

Some parents who have a legal agreement with their child’s other parent about who claims the child on their taxes may have some questions this tax season about the child tax credit and the 2021 recovery rebate credit. Here’s what people in this situation need to know before filing their 2021 federal tax return. Economic…

Scammers, fraudsters, and thieves—oh my! Unfortunately, criminals are standing by to steal your identity, your money or both for ill-gotten gain. Technology makes it easier for these “bad actors” to seem on the up-and-up. So, what do you do? You can help protect yourself by: Identifying scams and signing up for the Indiana Attorney General’s fraud…

A new tax season has arrived. The IRS reminds taxpayers receiving Social Security benefits that they may have to pay federal income tax on a portion of those benefits. Social Security benefits include monthly retirement, survivor and disability benefits. They don’t include supplemental security income payments, which aren’t taxable. The portion of benefits that are…

Filing deadline for 2021 taxes is April 18, 2022. Please be sure to schedule your appointment to make sure you get your refund quickly.