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Did you know that every 4 out 5 tax returns contain errors, and those errors may be causing you to overpay on your income taxes.


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212, 2020

Tax Identification Numbers

By |2020-12-28T12:11:54-07:00December 2nd, 2020|Tax|

Tax Identification Numbers Tax identification numbers, or TINs, are numbers the IRS uses for tracking purposes. In this article, we will go over the basics of tax identification numbers and the different types you may need to use. The Basics TINs are nine-digit identification numbers the IRS uses. They are a way for the IRS to numerically keep track of taxpayers, whether they are individuals or entities. A TIN is a requirement for filing [...]

710, 2020

Tax Audit-Common Questions Answered

By |2021-10-18T21:32:08-07:00October 7th, 2020|Tax|

Tax Audit-Common Questions Answered Tax audit-a phrase that strikes fear into most hearts. A tax audit is something we all want to avoid, but many are not prepared for what to expect. This article will answer some common questions about dealing with a tax audit. How Likely is a Tax Audit? This is one of the most common questions about tax audits. The good news is the probability is low. From 2010-2018, IRS data [...]

909, 2020

History of Taxes in the United States

By |2020-09-24T15:34:35-07:00September 9th, 2020|Tax|

History of Taxes in the U.S. The history of taxes in the U.S. may be shorter than in other countries, but it is full of information. In this article, we will go over a condensed history of taxes in the U.S. and how the past affects us today. Early History of Taxes Before the Revolutionary War, American colonists paid taxes to the British government. This was the case because there was not a government [...]

1208, 2020

Filling Out a W4

By |2020-09-25T08:49:03-07:00August 12th, 2020|Tax|

Filling Out a W4 Filling out a W4 is an important part of successful tax planning. A Form W4 is an Employee’s Withholding Certificate. It is an IRS form that you fill out when you start a new job. Many are unsure on how to complete these properly. In this article, we will go over what this form is and how you should be filling out a W4. The Purpose of a Form W4 [...]

807, 2020

Revocable Trust Taxes

By |2020-09-25T08:59:32-07:00July 8th, 2020|Tax|

Revocable Trust Taxes Revocable trust taxes come into play after all parties that created the trust are deceased. Typically, during the lifetime of the grantors, there is not any special tax consideration. In this article, we will briefly go over revocable trust taxes and beneficiary taxation. Interest and Principal A trust fund is broken into two different categories: principal and interest. Principal refers to any assets placed into the trust before the grantors pass. [...]

306, 2020

10 Common Forms Your Tax Preparer Needs

By |2020-09-25T09:59:32-07:00June 3rd, 2020|Tax|

Common Forms Your Tax Preparer Needs Though everyone’s situation is different, there are generally 10 common forms your tax preparer needs to complete your taxes. Typically, it is best not to go meet with your preparer until you have all your forms. In this article, we will help you identify 10 common forms your tax preparer needs and what they are used for. 1. W-2 If you are classified as an employee of a [...]

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