Taxes Affordable

09/13/2022

04/15/2020

For all of our clients needing their self selected PIN for the non filers stimulus package...it's the last 5 digits of your social security number.

02/28/2020

St Patty's Day food menu! Mark your calendars March 17th!

01/24/2019

Don't forget to download your forms from Healthcare.gov. We need those 1095A forms this year.

11/17/2018

As we are gearing up for the new tax season fast approaching, we thought this might help you navigate through the new Tax Cuts Job Act. We will be scheduling 1 1/2 hour appointments or greater depending on individual circumstances.

There is rumor that the tax season will be delayed to accommodate the IRS new 1040 forms. We will keep you posted as we become informed.

If you would like your personal tax planner, please email [email protected] and she will email your planner based on last years return.

Here is a link to a calculator that can give you some insight.

Our new 2018 tax reform calculator shows you how the Tax Cuts and Jobs Act could impact after-tax income, taxes owed, and more!

01/02/2018

January 22, 2018
IRS E-file to go live, allowing submission of electronic tax returns for the vast majority of tax filers. Paper tax returns will begin processing from this date as well.

January 31, 2018
Date by which you should have received a W-2 from employers you worked for during the tax year. If not, contact their HR/Payroll department to resend tax documents

February 1, 2018
Deadline for 1099 statements (factors in your AGI income) that report non-employee compensation, bank interest, dividends and distributions from a retirement plan. This date is also the deadline for self-employed individuals to file and pay in full their fourth-quarter estimated tax payment

February 17, 2018
Financial institutions (e.g Vanguard, Fidelity) must mail out 1099-B, 1099-S and 1099-MISC forms by this date. See what these forms are and if you will need one for your return

March 17, 2018
S Corporation and Partnership tax returns due
April 17, 2018
*Tax Day* Last day for filing federal income tax returns and extension requests. Since April 15th is a Saturday and Monday is the Emancipation Day holiday the due date has been shifted out to Tuesday, April 18th.

April 17, 2018
Deadline for filing state income tax returns (for most states) and extension requests. Last day to make a contribution to a Traditional or Roth IRA, Health Savings Account (HSA), SEP-IRA or 401(k)

April 17, 2018
FBAR (Foreign Bank Account Report) forms due for taxpayers who have signature authority over $10,000 in total in foreign bank accounts in the prior year. Laws enacted last year change the standard FBAR due date to "tax day" (vs June 30th as in years past). No extensions are allowed and forms must be filed electronically.

June 17, 2018
U.S. citizens or resident aliens living abroad must file tax returns and pay any taxes due by this date (or file for a four-month extension)

October 17, 2018
Filing approved extended federal, state and S-Corp/Partnership income tax returns Note: you still need to file for an extension request by April 17th

06/05/2016

http://www.msn.com/en-us/money/personalfinance/irs-warns-about-new-scam-involving-bogus-federal-student-tax/ar-BBtzs7M?ocid=spartanntp

Just days after the Treasury Inspector General for Tax Administration (TIGTA) announced the arrests of five individuals made in what has been characterized as an “ongoing investigation” into the scams, the Internal Revenue Service (IRS) issued a warning about a new scam making the rounds. The latest...

04/18/2016

Don't forget if you haven't already filed taxes or an extension your time is up at midnight tonight smile emoticon I'm in the office until the last one is done. I will be out of the office beginning Wednesday and back in on Monday, April 25th. Extension deadline is today.

03/04/2016

45 days away and taxes are due my friend....call me to get in.

02/08/2016

All of my street vendors and food truck vendors please make sure you are requesting W9's from any event organizer that you are paying for event fees, etc., If they refuse to provide one to you then please contact me and I will contact the Arizona Department of Revenue.

02/04/2016

TAX REFUNDS DELAYED:
NATIONAL ASSOCIATION OF TAX PREPARERS

IRS Experiencing Systems Outage

The IRS experienced a hardware failure Wednesday afternoon that affected a number of tax processing systems. Several of the systems are not currently operating, including the modernized e-file system and a number of other related systems.

As we send out this newsletter, if you are still experiencing issues, please know that the IRS is aware and working to restore normal operations as soon as possible.

You can continue to prepare and file tax returns as you normally would. Continue to send returns to your e-file provider; these companies will hold the tax returns until the IRS resumes accepting electronic tax returns.

Once they are back up, it will take some time for them to process the backlog of returns and resume to normal. At this time, the IRS does not anticipate major refund disruptions.