Changes Impacting Tax Year 2018

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Courtesy of our strategic partners Joseph & Joseph, CPAs It's that time of year again! As we prepare for the 2019 tax season, we wanted to share some items that may impact your tax situation going into this tax season. As you likely…

Don't Wait to File Your Taxes This Year

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You know that saying “that good things come to those who wait”? Well unfortunately, it doesn't apply in the income tax world, especially over the past few years to some people who have waited until late March or April to file their personal…
charity-deductions

Not Taking Charity Deductions? Uncle Sam Thanks You

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Charity deductions: most people make charitable donations from their heart and are not concerned about the tax deduction, but, if you don’t take the tax deduction, then who gets that extra money? Uncle Sam. Every year I hear clients say, “But…

Should You Prepare Your Own Taxes?

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When I was growing up, right after the beginning of the New Year, while we kids were still excited to play with our new toys, my Dad would spend a Sunday afternoon laboring through preparing taxes for our family. It seemed like lots of paper…

Frustrated That You Can't Itemize Your Taxes Anymore?

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I see this every year, clients who keep careful track of every itemized expense, things such as real estate property taxes, state and local taxes (like Ohio and RITA), mortgage interest, charitable donations, tax prep fees and investment expenses. However…