Junko Gilbert, CPA, PLLC

11/10/2025

Very informative and useful information about social security benefits. And the mistakes people made. We can all learn from them.

02/11/2025

If you want to file your tax returns free online, there are several options. But there may be hidden fees. I don't use them, so I cannot guarantee their services.
1. TurboTax free online (https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp)
2. H&R Block free online (https://www.hrblock.com/online-tax-filing/free-online-tax-filing/?srsltid=AfmBOooOWfkmI-II35dz9kD75NvK51wPzWUgWxY2Ce8vEyA0vZKAIWpH)
3. Free federal return filing online, and possibly state, too (https://apps.irs.gov/app/freeFile/)
4. Free NC filing online (https://www.ncdor.gov/file-pay/efile-resources-taxpayers/nc-free-file)

There are some requirements to free file, so make sure to check your tax situations.
Good luck.

02/07/2025

If you are tight with money and want to get a free tax preparation services. IRS-sponsored VITA (Volunteer Tax Assistance) Service is available. In Greensboro, local libraries are hosting this service. Use the link below to find more about it. https://irs.treasury.gov/freetaxprep/jsp/vita.jsp?z
There is usually income limits, I think, so check out the qualifications for this service.

12/19/2024

I realized a lot of people are looking for a way to figure out how much of their social security benefits are taxable. Here are some websites that help you figure that out. Use them to estimate your tax liability. But all may change once President Trump makes the social security benefits nontaxable.ソーシャルセキュリティ給付金のうちいくらが課税所得になるか知りたい方は次のリンクをご利用ください。これを使って推定所得税を計算することができます。

https://www.annuityadvantage.com/calculator/social-security-taxable-benefits-calculator/

https://www.covisum.com/resources/taxable-social-security-calculator

Financial advisors know the importance of social security. Use this calculator to explain to this growing clientele how their benefits are taxed!

09/27/2024

日本にある銀行口座、証券投資口座、NISA、iDeCoなどの金融口座のそれぞれの年間最高残高をリストして、その合計が$10,000以上になる場合は、FBARという税金申告とは別に申告する報告を提出する必要があります。また、その合計が独身もしくは夫婦別々申告の場合$75,000以上、夫婦共同申告の場合は$150,000以上、あるいは年末の残高の合計が独身もしくは婦別々申告の場合50,000以上、夫婦共同申告の場合は$100,000以上の場合は、FBARとは別にForm 8938という書類を税金申告に添付して申告する必要があります。過去にこの申告を忘れている人は、IRSから連絡が来る前に、今からでも外国の金融口座を申告するとペナルティが免除される可能性があります。できるだけ早く自主的に申告しましょう。詳しくは、私までお問い合わせください。[email protected]または[email protected]にどうぞ。迷惑電話が多いので初めての方の電話には基本的に出ませんので、留守電をお残しください。

03/28/2024

If you are interested in my tax preparation services, please email me or leave me a voicemail. I have way too many spam calls so I do not answer calls coming from people who are not in my contacts. My email address is are [email protected] or [email protected].
私の税金申告サービスをご必要な方は メール または留守番電話をお残しください。迷惑電話が多いので初めての方の場合電話に出ないことが多いです。

02/03/2024

If your income is not high and would like to get a free tax preparation and filing service, the IRS has a program called VITA (Volunteer Income Tax Assistance) and (TCE) the Tax Counseling for Elderly prorams are available in multiple locations near you.
Go to the website below and enter your zipcode and mileage you want to drive to find a location. Most of the county senior centers offer this service.
https://irs.treasury.gov/freetaxprep/

If your situation is not complicated (no self-employed business, foreign situations, etc.), they can handle that. Give it a try.

05/05/2021

Don't forget the 2020 tax filing due date is May 17, 2021. If you don't think you can make it by that day, you should file an extension. If you have a low income and do not need to file a tax return, then you should still file a return using the IRS's free-file so that you can get Recovery Rebate Credit. If you need help, I can help you.

11/19/2020

It is time to check your tax withholding. from your paycheck. If you had to pay tax this year, maybe you should have higher amount of tax withheld from your paycheck. Please use W-4 to change your withholding taxes. If you received unemployment benefits, those are taxable income and that pushes your income higher. Please remember that. If you need help, please contact me.