
TAXES AND CHARITABLE CONTRIBUTIONS
TAXES AND CHARITABLE CONTRIBUTIONS: CONTRIBUTIONS TO CHARITY NEED TO BE MADE BY 12/31/16 FOR THE 2016 TAX FILING SEASON ONLY DONATIONS TO ELIGIBLE ORGANIZATIONS ARE

TAXES AND CHARITABLE CONTRIBUTIONS: CONTRIBUTIONS TO CHARITY NEED TO BE MADE BY 12/31/16 FOR THE 2016 TAX FILING SEASON ONLY DONATIONS TO ELIGIBLE ORGANIZATIONS ARE

LYING TO, CONCEALING INFORMATION FROM, OR DISREGARDING ADVICE OF TAX PREPARERS INTENTIONALLY FAILING TO MAINTAIN ACCOUNTING RECORDS AND LEDGERS (SMALL BUSINESSES BEWARE) KEEPING A

NEW DEADLINE FOR W2’S TO BE SUBMITTED TO SSA IS 1/31/17; NOT 2/28/17 NEW DEADLINE FOR ANYONE REQUIRED TO DISTRIBUTE 1099’S IS NOW 1/31/17 ACCELERATION

10 WAYS TO AVOID RETIREMENT EARLY WITHDRAWAL PENALTIES: ATTAIN AGE 59 1/2 PAYMENT OF MEDIAL EXPENSES EXCEEDING 10% OF ADJUSTED GROSS INCOME UNEMPLOYED FOR >12

HAVE YOU RECEIVED IRS NOTICES? NOT SURE HOW TO PROCEED? YOU HAVE OPTIONS: OFFER IN COMPROMISE – NOTE: NOT ELIGILBE IF ALREADY IN TAX COURT

OUR SOLUTIONS ARE BUILT TO SUPPORT YOUR VALUED EXPERTISE, WHICH: HELPS PUT MORE MONEY IN YOUR POCKET. EXPEDITES AND SIMPLIFIES BUSINESS PROCESSESS. GIVES YOU CONFIDENCE

IF YOU DON’T HAVE ALL OF YOUR DOCUMENTS, YOU CAN FILE AN EXTENSIONS WHICH GIVES YOU SIX MORE MONTHS TO FILE IF YOU RECEIVED 1098-C

IF YOU DON’T HAVE ALL OF YOUR DOCUMENTS, YOU CAN FILE AN EXTENSIONS WHICH GIVES YOU SIX MORE MONTHS TO FILE IF YOU RECEIVED 1098-C

YOU CAN DEDUCT STUDENT LOAN INTEREST EVEN IF YOU DID NOT PAY – AS LONG AS THE OBLIGATION EXIST DON’T MISS OUT ON EDUCATION CREDITS

CHOOSING ELECTRONIC FILING WITH DIRECT DEPOSIT IS THE FATEST WAY TO RECEIVE YOUR REFUND – LESS THAN 21 DAYS DON’T HAVE ALL OF YOUR TAX