I Need Help With Taxes

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Charitable Contribution Grouping [Video]

There is a lot that goes into tax planning. With the recent changes in the tax law and environments, charitable contribution is one area that has seen a lot of change. With the standard deduction doubling year over year, the benefit of charitable deductions has decreased. Charitable Contribution Decline So we are seeing people who…

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How To Change Your Tax Return Results [Video]

Just filed your tax return? Did you have a refund, owe money, or break even? Read more to change your tax return for next year’s result.

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[Video] Tax Extensions: What You Need To Know

Tax Extensions: What You Need To Know STEPHEN SMALENBERGER, EA® We’re quickly approaching the end of tax season.  If you haven’t filed your return yet, what do you do?  Maybe you’re a last second kind of person or maybe you’re waiting for that last document, like a K-1.  Should you file an extension? What is…

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How Long Should I Keep My Tax Documents?

[Video] How Long Should I Keep My Tax Returns & Documents?

STEPHEN SMALENBERGER, EA How Long Should I Keep My Tax Returns & Documents? The question I hear a lot, especially this time of year, is how long should I hang on to my tax returns, tax documents like W-2s and 1099s? Essentially, as long as the Statute of Limitations is in effect. Statute of Limitations…

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Can I Change My Tax Outcome After Year-End?

Written by: Stephen Smalenberger, EA It’s that time of year again that is affectionately referred to as “Tax Season.”  You may be scheduling a time with your CPA or firing up a tax software on your computer.  This may lead you to question what results you’ll find when the return is complete.  Will you have…

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