ZZTax

02/02/2022

E-filed the first federal and state tax return tonight. Your return could be next.

01/24/2022

Today is the start of tax season. The IRS is now accepting efiled returns. If you have your tax documents I would be happy to start your on return. This year you will need the child tax credit letter and the 3rd stimulus letter. You should expect delays in processing since the IRS is still backed up from last year.

01/21/2022

My goal is provide virtual tax preparation. You can schedule a consultation, using this link, and we will have a brief conversation to go over my process, pricing, and get you access to my secure client portal where you will be able to review and sign the engagement letter, fill out a questionnaire which will provide me with additional insight into your tax situation and where you can upload all of you tax documents. When your return is complete, I will review it with you and explain everything so that you understand your tax situation.

The purpose of this consultation is to go over my tax preparation process and for me to gain an understanding of your tax situation.

01/19/2022

You can set up an account with the IRS which will allow you to do a few things like access your tax records, make payments, and see your balance etc. its not a super difficult process to get your account set but I would recommend you use your mobile device to do it.

Get instructions on your online account. Review the amount you owe, balance for each tax year and payment history.

01/04/2022

Here is a link to my secure client portal where you will be able to review an engagement letter, a contract outlining the service I will provide and the responsibilities of both parties. Fill out a questionnaire which will provide me with additional insight into your tax situation and where you can upload all of you tax documents. If you are interested in tax preparation, check it out or you can email me and I will send you an invite directly to your email.

12/28/2021

The IRS will begin issuing Letter 6475, Your Third Economic Impact Payment, to EIP recipients in late January. Please keep it for your records.

11/16/2021

Teachers can deduct up to $250 of unreimbursed classroom expenses including COVID-19 protective items.

11/03/2021

Ordinarily, people who choose to take the standard deduction cannot claim itemized deductions for charitable contributions BUT a temporary law change now permits them to file for limited claims. The contributions must be made in cash (check, credit/debit card or out of pocket, unreimbursed, expenses from volunteer services) AND made to qualifying charitable organizations. Up to $300 for married couple filing separately and $600 for married individuals filing joint returns.

Cash contributions don’t include the value of volunteer services, securities, household items or other property.

To check the status of a charity, use the link below.

Search information about a tax-exempt organization’s federal tax status and filings.