VP Tax Affiliates

02/26/2021

Now is the time for taxes AND reviewing your Social Security earnings report.

You are the only one that can confirm the accuracy of your Social Security earnings record. Without timely correction of any errors, you may be short-changing yourself when benefit checks start. Thankfully, the Social Security Administration's online tools make it easier than ever to check your stat...

02/19/2021

The IRS often sees the transfer of funds as a loan, whether there is a loan agreement or not. This also means there is an implied term and interest payment. When the IRS says a transaction is a loan, what interest rate do they use? Enter AFRs. Here is what you need to know.

02/17/2021

There is a ton of new COVID-19 assistance, but only if you know about it. Here is a great place to start.

2020 COVID Relief: Deep inside a 5,500 plus page bill is additional relief due to the ongoing pandemic. Here is what you need to know.

02/12/2021

There are a few areas within the tax code that can cause an unpleasant surprise when encountered. Thankfully they do not happen too often. Here are six you should know about.

02/10/2021

New law extensions, new retirement account rules. The time to know about these changes is NOW! Here is what everyone should know.

2020 Individual Tax Highlights: The worst time to know about new tax laws is when it is too late to do anything about it. Here is a summary of the most impactful changes this year.

02/05/2021

After a long pilot program, the IRS is making its identity theft PIN program available to all taxpayers. Here is what you need to know.

02/03/2021

Learn about a new tool to protect your tax return from would-be thieves. Plus find out how you are giving away the most valuable thing you own!

As the tax filing season gets underway, now is a great time to review some tips to help ensure your tax return is processed without a delay. Also included are reminders of some surprising tax situations this year because of the pandemic. For small businesses there are some organizational hints that....

01/29/2021

So many 1099's. How do you keep them all straight? Here is a quick review of the most common 1099's to help you prepare to file your tax return.

01/28/2021

A Chance To Win a $500 Amazon.com Gift Card

When you pay for tax preparation using your refund you’ll be automatically entered for a chance to win a $500 Amazon.com Gift Card.1

To qualify, just ask us for a Refund TRANSFER and pay $0 up-front for professional tax preparation. The cost to prepare your tax return automatically comes out of your tax refund.

It’s fast and easy. "Contact us", schedule your appointment today.


No Purchase Necessary. Ends 4/15/21. Subject to Official Rules available at https://www.sbtpg.com/win-an-amazon-gift-card/. Open to legal permanent residents age 18+ in the 50 U.S., DC and PR. Void where prohibited. Amazon and the Amazon logo are trademarks of Amazon. Restrictions apply. See amazon.com/gc-legal.

Refund Transfers are deposit products using Civista Bank, Member FDIC, that enable certain deductions from the account to be processed. Refund Transfers are not loans. Tax refund and e-filing are required in order to receive Refund Transfer. Fees apply. Terms and conditions are subject to change without notice. Ask your preparer about other IRS e-file options, some of which are provided at no additional cost.

01/27/2021

Both companies and employees benefit from this new law when staying home because of coronavirus situations

Coronavirus Families First Response Act: The coronavirus pandemic is quickly changing laws and taxes. Here is a summary of payroll requirements when this happens.

01/22/2021

Be on your guard as the IRS identity theft season starts in late January. Here's what you need to know.

01/21/2021

Can't wait for your refund? Ask me about a FastCashADVANCE!

Whether you are affected by PATH Act refund delays or just need money before the IRS can release it, FastCashADVANCE is a great way to get money when you need it — up to $1,000 at no cost to you.

$0 charge and 0% interest
Advance available at the start of tax season
Most loans approved within hours
Schedule your appointment today!

Fast Cash Advance is an optional tax-refund related loan provided by First Century Bank, N.A., member FDIC (it is not the actual tax refund) and is available at participating locations. The amount of the loan will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer from the refund. Fees for other optional products or product features may apply, and will be disclosed at the time of application. Tax returns may be filed electronically without applying for this loan. Loans are offered in amounts of $500 and $1,000 and are offered upon IRS acknowledgment of the tax return. All loans have an Annual Percentage Rate (APR) of 0%. For example, for a loan of $1,000 with a repayment period of 30 days, the total amount payable in a single payment is $1,000.00. Not all consumers will qualify for a loan or for the maximum loan amount. Offer and terms subject to change at any time without prior notice.

Schedule an appointment now by clicking the Contact Us button!