Gone are the days of Single 0, now we have far fewer choices on an even bigger form. And how on earth do I claim exempt?!
Secret Codes
There it is. In the mailbox just over there. Your hands are sweaty, and your pulse picks up. Do you open it? Do you leave it on the counter and walk away? Do you dump it in the trash and not give it a second thought? No matter your course of action, the IRS has … Continue reading Secret Codes
When You Don’t Know What You Don’t Know
“Huh! I didn’t know that,” is a phrase that I have used many times in my life. In a world with a constant flow of information that is so easily accessible, I sometimes think I know more about something than I do; which my young adult children take great delight in pointing out. I will … Continue reading When You Don’t Know What You Don’t Know
The “Psychology” of Taxes
Photo by Yeshi Kangrang on Unsplash Growing up in Michigan, the annual camping trip to “The Lake” is a rite of passage. There are other things that were annual traditions while on this camping trip in our family; things like leaving at least ½ of the tent poles at home, setting up and/or taking down camp in the … Continue reading The “Psychology” of Taxes
What I Did On My Summer Vacation
The Obligatory Time Square Selfie I spent the summer enjoying my family and crossing something off of my bucket list. My daughter and I were able to visit New York City and see The Prom on Broadway before it closed in August. We had a great time and are already planning our return trip. At … Continue reading What I Did On My Summer Vacation
Pay-As-You-Go
I was in a Political Science course recently and was surprised to realize that there are some who do not understand the correlation between the tax dollars we pay and the money that the government has to spend. In other words, our taxes are what the government has available to them to spend. Consider the … Continue reading Pay-As-You-Go
The Plot Thickens
Hi, everyone! I think I am finally recovered from tax season. Today the IRS released a new W-4 form to more accurately reflect the amount of tax liability that you will have during 2019. You can view the new form here. Although the first page does not look very different, the worksheets that accompany the … Continue reading The Plot Thickens
Let’s talk about 2019
There are only 3 weeks left until the April 15th filing deadline. It has been a busy season with mixed results for some clients. I think that it is safe to say that the 2017 Tax Cuts and Jobs Act has proven to be as far reaching as it was promised. While the results are … Continue reading Let’s talk about 2019
Wrestling with Results
It has been a very interesting three weeks since the IRS opened the e-filing season. We are seeing varied results compared to last year and generally those results are less money coming back to clients as refunds. This causes a state of bewilderment and frustration to those who traditionally count on their refund for certain … Continue reading Wrestling with Results
Pardon the interruption…
My free advice from last Friday: do not think that you can clean, sort, organize, and move an entire household in three days while prepping for the first 16 day stretch of your tax season work-cation. It does not work well. This Friday finds me in one location and enjoying meeting with our amazing clients … Continue reading Pardon the interruption…
