Blog

Community Events in Appleton this week. Enjoy!

As we celebrate Thanksgiving and the official start to the Christmas Holiday Season, we have listed some upcoming events this week. Today: Appleton Christmas Parade! The largest nighttime parade in the Midwest with approximately 80,000 people attending! The Parade will begin at 6:55 p.m. at the corner of State St. and College Ave. It will head […]

EMPLOYERS ~ Federal & WI January 31, 2018 Filing Due Date!

Federal: The Protecting Americans from Tax Hikes (PATH) Act includes a requirement for employers to file their copies of Forms W-2 and W-3 with the Social Security Administration by Jan. 31, 2018. This deadline also applies to Form 1099-misc which is filed with IRS to report non-employee compensation to independent contractors. Such payments are reported […]

Plan Ahead for 2018 Filing Season to Avoid Refund Delays

The IRS advises taxpayers about steps they can take now to ensure smooth processing of their 2017 tax return and avoid a delay in getting their refund next year.  Additionally, the IRS has a special page on its website with steps to take now for the 2018 tax filing season. Gather Documents: The IRS urges all […]

Proposed Tax Reform of 2017 “Tax Cut & Jobs Act”

President Trump unveiled his party’s tax reform plan last week, “We are giving them a big, beautiful Christmas present in the form of a tremendous tax cut, which will be the biggest cut in the history of our country.” Whether it is the biggest tax cut in history, it is certainly a present for some and […]

And the Winners Are…

Our Costume Contest at the dog park was a huge success with over 30 dogs sporting their Halloween attire! Judges were small business owners in the community (see below). Pictures were taken by Neil Geiger of Neil Geiger Studio. All participants received a Participant Certificate. Thank you to all who participated and enjoyed the event!  […]

Tax Extensions Due: Tips for Procrastinators

Are you one of the many people that filed a tax extension way back in April? Well, that went fast, didn’t it? Yup, the time’s here. Following are some tips if you are one of these procrastinators. Choose your tax preparer wisely. Read my blog from last week and be sure to safeguard your personal information. […]

“Why should my tax preparer be an EA?”

In today’s ever-changing world of tax and identity fraud, it is more important than ever that you, the taxpayer, know who is handling your personal information.  Your tax preparer knows everything the identity thieves want to know about you – your Social Security Number, Date of Birth, Bank Account Number, and possibly more. So what […]

Q&A Segment for September 29

As promised, I am posting some questions that I have recently received from current clients and random phone calls/emails and my answer to them. Gifts: I’ve been getting quite a few questions from current clients and phone calls regarding gifts. I suppose we are coming to that time of year again. So here is what […]

What is an Enrolled Agent Anyway?

Enrolled Agents, abbreviated as EA, also known as America’s Tax Experts ®, specialize in U.S. tax law and the tax code.  The most common services provided by EA’s are preparing tax returns for individuals and businesses, advising clients of tax consequences to specific life events and/or situations, and representing clients before all administrative levels of the IRS and state taxing authority.  […]

Equifax Data Breach

As a result of the Equifax data breach that occurred on September 7, 2017, if you suspect tax-related identity theft has occurred with your personal information, it is imperative to complete and file Form 14039 with the IRS. Tax-related identity theft occurs when someone files a false tax return using your SSN to obtain a […]