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Communications from the IRS

NEWSFLASH: The IRS isn’t infallible (cough/choke). It may have improperly assessed a penalty or ‘proposed’ an improper change to your return. If you happen to receive a letter from the IRS, please let us know. (A Client Portal Message is automatically linked to your file so we can see the status and respond more quickly, so […]

Estimated Tax Payment Tip

Many people need to make estimated tax payments during the year. If you prefer to make yours online with your credit or debit card, here’s a tip. Drake software is our trusted provider of the tax software we use. Instead of going to an ‘unknown’ online payment provider, you can make your debit or credit […]

Tax Transcripts and Copies of Tax Returns

Wednesday: 2017/07/26 You’re applying for a mortgage or college financial aid. The bank or school wants a copy of your tax returns. You’ve probably heard that taxpayers should keep copies of their tax returns for at least three years. Like the good taxpayer you are, you had yours, until that storm 3 months ago knocked […]