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 […]