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Join us at the Coffee Chat for a little Tax Conversation over coffee. With only a few days remain in the year, there is still time to change your 2018 Tax Situation around. We want to guarantee you get the best results on your 2018 filing. Meet us at the Chat Saturday to discuss your plan.

The IRS disclosed there will be more than $1 billion in federal tax refunds forfeited this year if taxpayers don’t claim them by April 18. Refunds have to be claimed within three years or they are forfeited to the government. The unclaimed $1 billion comes from about 1 million taxpayers who still haven’t filed returns for the 2013 tax year. […]

Summer often means vacations. And for those who wish to travel light with few surprises, here are ten clever vacation tips. The 5, 4, 3, 2, 1 rule. Having trouble packing light? Consider using a popular online technique called 5, 4, 3, 2, 1. There are a number of versions of this packing technique. Simply choose one that works best […]

Tax Relief for Victims of Severe Storms and Flooding in Louisiana Victims of the severe storms and flooding that took place beginning on March 8, 2016 in parts of Louisiana may qualify for tax relief from the Internal Revenue Service. The President has declared that a major disaster exists in the State of Louisiana. Following the recent disaster declaration for […]

Often lost in the race to get kids through high school and on to life in the “real world” are basic financial skills that are simply not covered. Here are dozen financial concepts every high school student should know. How bank accounts work. Provide your student a basic understanding of checking accounts and savings accounts. Show your new banking customer […]

The Internal Revenue Service today issued an alert to payroll and human resources professionals to beware of an emerging phishing email scheme that purports to be from company executives and requests personal information on employees. The IRS has learned this scheme – part of the surge in phishing emails seen this year – already has claimed several victims as payroll […]

The Affordable Health Care Act, also known as Obamacare, introduced three new tax forms relevant to individuals, employers and health insurance providers. They are forms 1095-A, 1095-B and 1095-C. These forms help determine if you need to comply with the new shared responsibility payment, the fee you might have to pay if you don’t have health insurance. For individuals who […]

If you are like most of America, finding ways to save more and spend less is a challenging task. Sometimes all it takes is a creative solution to change your behavior. Turn yourself into a vendor. Each month when paying your bills, present yourself a savings invoice. Then when bills are paid, your bill to yourself pops up. Pay the savings […]