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Tax Efficient Investing

Many employed individuals participate in a defined contribution plan sponsored by their employer, or they have an IRA, and chances are money is invested in mutual funds within those plans.

Top 1040 Filing Mistakes

As the tax filing deadline approaches and stress levels of taxpayers rise, it’s important to take time to reflect on common 1040 filing mistakes to help ensure that your return isn’t one with errors that slow down a refund or possibly leads to unnecessary tax being paid to the IRS.

Affordable Care Act Individual Mandate

You have your business tax return in hand ready to sign when you notice the note on the form next to the sign here line: “Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct,...

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