Online Resources

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Some useful links 

 Mileage Rates

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

 
Check Latest updates in the Newsletter section of this website each month
 
 
 
Crypto Tax Reporting with our partner CryptoLedger.io, formerly CryptoTrader.tax.  Simply forward the transaction report to us
it generates  Crypto Reporting tool here.  Feel free to share with anyone you know that has crypto.
 
And we will handle the rest.
TaxSavers also accepts crypto payments for our services.
 
To offset any CryptoTrader fees, we'll give you a FREE HOTEL certificate worth $500 with 
No Blackout Dates and minimal restrictions.
 
2023 Update Newsletter  (Sorry about the watermark, this is now offered print & mail only, not digitally)
 
How to create your IRS account online
 
2023 Organizer - 5 Pages  Page 1-2 Required for all clients
 
(Existing clients may receive a customized Organizer which includes your 2021 data. 
Schedule a real time 2022 appointment and make an e-mail request for your digital organizer.)  
 
Don't forget to provide your routing and account number for Direct Deposit purposes
 
 
 
For our clients with Cryptocurrency trades in 2021, we recommend CryptoTrader.tax 
Upload your Trade detail report to us using CryptoTrader.tax and we'll give you a
$500 Travel Voucher with No Blackout Dates or Restrictions to offset any expense with CryptoTrader.tax
You may incur.
 
New 2020 W-4 Explained  (Thanks to ClearValue Tax via Youtube)
 
 
 
 

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 MUST PROVIDE THE ABOVE INFORMATION TO US.  WE ARE ABSOLUTELY UNABLE TO OBTAIN THIS INFORMATION FOR YOU ON YOUR BEHALF. 

Charitable Valuations (provided courtesy of the Salvation Army.)

College Costs

Clergy and Non Profits 

 

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

 

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. 

https://www.irs.gov/site-index-search?search=Local+Contacts&field_pup_historical_1=1&field_pup_historical=1

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.

https://www.irs.gov/advocate/local-taxpayer-advocate

 

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

Video Links Below

 

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 

 

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