5 Tips to Keep More of Your Paycheck

Millions of American workers have received their W-2s (or will receive them soon, since January 31 was the deadline to send them), and they are the primary income reporting tool for most 1040 filers. They can be received in person, electronically or by mail. In addition to taxes, the W-2 also is used to determine […]

IRS App for your Smartphone??

This is not something that you would think would be a MUST HAVE for your smart phone but is pretty cool to track your tax refund. Check refund status. Instead of having the client continuously calling you, the app includes an easy-to-use refund status tracker so taxpayers can follow their tax return step-by-step throughout the […]

Tax Time Scams

IRS Warns of Tax-time Scams IRS Special Edition Tax Tip 2014-02, January 23, 2014 It’s true: tax scams proliferate during the income tax filing season. This year’s season opens on Jan. 31. The IRS provides the following scam warnings so you can protect yourself and avoid becoming a victim of these crimes: Be vigilant of […]

Tax Season

The 2014 tax season is upon us and there’s nothing more exciting than meeting with clients!  This is our chance to share our knowledge, help them understand the tax filing process, and discuss future tax planning strategies for their specific needs. Also we get to catch up kids, grandkids, vacations, etc!

What is the difference between an EA and a CPA. See the IRS chart below

Overview of Tax Return Preparer Requirements The chart below provides an overview of the various categories of individuals who may prepare federal tax returns for compensation.   Category PTIN Tax Compliance Check  Background Check IRS Test Continuing Education Practice Rights Enrolled Agents*  Yes  Yes Proposals Pending Yes (Special Enrollment Exam) 72 hours every 3 years […]

Press Release

We have recently acquired the clients of Darrell’s Accounting and Tax in Montevallo.  We are very excited about this new adventure and look forward to meeting and working with Mr. Darrell Lilly’s clients.  Mr. Lilly suddenly passed away a few weeks ago and we are working deligently to notify all of his clients of the […]

Has your tax professional put you on the back burner?

Check out the link to hear about my conversation with a new client yesterday.  If you have had a similar situation, please give us a call.  

IRS Efiling for 2014

Click on the link below to learn about the IRS announcement for the tax return filing season in 2014.  

My New Blog

12/18/2013 We are excited to have our new website and be able to share information with you.  We are going to be trying to post information as we feel it is important to you and also use some video messages.  Please let me know what you think and what you would like to see.