Online Resources

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Some useful  links

2018 Tax Law Changes

2017 / 2018 Mileage Rates

MileIQ 20% Discount Link for Clients.  The BEST AUTOMATIC mileage tracking tool on the planet.

 
 
 
 
 
Don't forget to provide your routing and account number for Direct Deposit purposes
 
 
 
 
 
 

FSA and MSA + Other Limits

Daycare Provider Organizer 

Self Employed

Rental Property Organizer

 
IRS Schedule D Reporting Rules For All Stock Investors  (All transaction details are REQUIRED for each stock transaction on your tax return. For some of you, daytraders specifically, that is over 150+ transactions per return. 
 

DUE TO FINANCIAL PRIVACY LAWS AND LIABILITY ISSUES, THE CLIENT MUSTPROVIDE THE ABOVE INFORMATION TO US.  WE ARE ABSOLUTELY UNABLE TO OBTAIN THIS INFORMATION FOR YOU ON YOUR BEHALF. 

Taxpayer Deductions (Highly Detailed)

Charitable Valuations (provided courtesy of the Salvation Army.)

College Costs

Clergy and Non Profits 

Home Owners   

Home Office        

Social Security Administration

Recordkeeping and Receipts  

Seniors Tax Considerations  

Budgeting 

Tax Planning  

Smart Banking 

Credit Cards 

Identity Theft

Net Worth         

A note on tax refunds...Many people believe that the goal of a tax return is to get the largest refund possible...and it is our mission to do that legally for you based upon the information you provide.  It is important to note that for MOST people unless you qualify for the Earned Income Tax Credit, which is one of the few credits allowing a taxpayer to get refunded more than they paid in, a refund is a return of your own money which was overpaid in the previous year returned to you, without interest.

A common misconception is that a refund is the governments money.  The reality in many cases is, that a refund is your money...which you, in effect loaned to the taxing authorities and they are returning a portion of, a year (or more) later...without interest. 

Proper tax planning means LEGALLY maximizing your money throughout the year and NOT giving the state and federal governments an interest free loan for a year so that you can get a larger refund at tax time.  To maximize your money all year long, we may recommend an adjustment to Form W-4 for federal and state withholding at the time a tax return is filed.

Some people see a refund as a savings account and we understand that...although it is our fiscal responsibility to maximize your available income and in fact, legally reduce monies paid for taxation.   

 

                                 IRS Tax Links 

 

                    THE MOST ASKED TAX QUESTION IS...

 

WHERE IS MY REFUND?    CHECK AT THE LINK BELOW...

 

https://sa2.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp

 

Getting Started

Tax Information for Businesses

If you run a small business or are self-employed, the IRS web site offers a wide variety of information to help you.  

http://www.irs.gov/businesses/small/index.html

IRS Forms and Publications

Need an IRS form or publication?

http://www.irs.gov/formspubs/index.html

Electronic Federal Tax Payments (EFTPS) 

Businesses and individuals can use the Electronic Federal Tax Payment System to pay all their federal taxes electronically, 24 hours a day, 7 days a week, via the phone, personal computer (PC) software or the Internet.  Visit the EFTPS web site for all the latest information! Or visit the Department of Treasury’s Financial Management Services web page on EFTPS.

http://www.eftps.gov/

Employees

 

Withholding Calculator

This easy-to-use calculator can help you figure your employees’ Federal income tax withholding so you can withhold the correct amount from their pay.

http://www.dinkytown.net/java/Payroll.html

 

Talk With The IRS

Contact Your Local IRS Office

 

IRS Taxpayer Assistance Centers are your one-stop resource for face-to-face tax help and solutions to tax problems, every business day. 

http://www.irs.gov/localcontacts/index.html

 

The Taxpayer Advocate’s Office

The Taxpayer Advocate is an independent organization within the IRS.  They help taxpayers resolve problems with the IRS and recommend changes that will prevent the problems.

http://www.irs.gov/advocate/index.html

Resources

Resources for Specific Communities

Industries and Professions Index Page

Specific tax information for Agriculture, Automotive, Child Care, Construction, Cosmetology, Entertainment, Fishing, Gaming, Gas Retailers, Manufacturing, Real Estate, Restaurants, Tax Professionals, and other industries.

http://www.irs.gov/businesses/small/industries/index.html

Tax Information for International Businesses

This section provides information on international taxes.

http://www.irs.gov/businesses/international/index.html

LINKS MAY CHANGE WITHOUT NOTICE AND MAY NOT ALWAYS BE AVAILABLE.  

Video Links Below

 

CamScanner Tutorial (Available FREE For Android or IOS from your phone or tablet device)

https://www.youtube.com/watch?v=0xTruiyIt4U 

 

Tax Fraud now more frequent than ever...We can now help clients combat it

60 Minutes Story shows how easily it can happen 

Click Here

 

New secure client portals in 2014 @ Box.com

(4 Minutes)

 http://youtu.be/Llx3jn2jsFU

 

Premium Tax Credit Explained by IRS 

https://www.youtube.com/watch?v=T3myAaV2yvI&index=8&list=PLEBA0F302231188F4 

 

Shared Responsibility Payment Explained by IRS 

https://www.youtube.com/watch?v=GBEJTcFuVm0 

 

Dirty Little Secrets (A TaxSavers Exclusive)

 http://www.youtube.com/watch?v=Sxwcps1JlPk

 

Pricing Comparison of HR Block, Liberty Tax and TurboTax from 2008

http://www.youtube.com/watch?v=fympcTM_btY