YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
Read MoreTax Season hours are Monday through Friday 8:00 AM to 5:30 PM and Saturdays by appointment
Read MoreJust as they did last year, the IRS has again delayed the date for accepting individual returns. Due to the two week government shutdown (which occurred 3 months ago), they have indicated they will be incapable of accepting returns...
Read MoreBeginning Monday the 20th, our office hours until April 15th will be: Monday through Friday - 8:00 AM to 5:30 PM and Saturdays by appointment.
Read MoreThere have been countless news articles concerning the implementation of this new law and the details are both complex and enormous. Regardless of your opinion of this massive new bureaucracy, it is going to be a tremendous and costly...
Read MoreThe health care reform and income tax changes passed as a part of the Affordable Care Act are beginning to have a significant impact on our lives, both in healthcare and in finances. We thought we would use our little monthly tax...
Read MoreMonday through Friday - 8:00 AM to 5:30 PM and Saturday - 9:00 AM to 12:00 PM
Read MoreBeginning January 2013, the additional Medicare tax becomes effective. This tax will imposed in accordance with the much maligned Patient Protection and Affordable Care Act. There are two aspects of this tax that will be of particular...
Read MoreThe Emergency Economic Stabilization Act of 2008 requires brokers to report cost basis and gain on securities to the Internal Revenue Service. This began in 2011 with the reporting of basis for equities purchased after 2010. It now...
Read MoreA little known income tax deduction is available for businesses involved in domestic manufacturing activities. Basically, the deduction is for 9% of net income from qualified production activities subject to some limitations.This...
Read MoreWith another successful tax season behind us, I wanted to remind you of a few things. First, we are still taking referrals. If you or someone you know has yet to file a tax return, we will be more than happy to help. Secondly, our...
Read MoreBeginning today we are open Monday - Friday, 8:00 to 6:00 and Saturdays 9:00 - noon. You are more than welcome to stop by with or without an appointment and we accept all major credit cards.
Read MoreWell, we are beginning our 32nd tax season here in Lindale - we'll call that great experience and not old age.Our tax season hours will begin on Monday, January 16. We will be open from 8-5 Monday through Friday and Saturday, 9-noon....
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