Skip to content
Need Help? Call or Email us today

Year End Homework – Individuals

Covers a few items that individuals should review or complete before the year's end. Open enrollment Health-Care options (HDHPs,HSAs,FSAs) & Legal Plans.

IRS Identity Protection (IP) PIN

As we all know, identity theft is so rampant that it does not even make the news anymore. Sadly, I’ve had free credit protection for years due to numerous security…

IRS Announces New 2025 Limits

IRS Announces New 2025 Limits. Includes Standard deductions, Marginal rates, Alternative minimum tax exemption amounts, Earned Income Tax Credits, Qualified transportation fringe benefit, Health flexible spending cafeteria plans, Medical savings accounts...

FAFSA

It used to be that you filed your FAFSA as soon as your personal income taxes were complete. NOT ANY MORE! You can start filing your FAFSA October 1st. Remember…

A Relative Has Died. Now What?

First off, you have to see if there is a will, or a living trust. Then you have to look at all the assets that the decedent owned. Some items…

An Outside Collector May Contact You.

The IRS will be outsourcing some of its collections to outside contractors, this is Congresses idea. These contractors will collect outstanding tax receivables.  They are trained in respecting taxpayer rights…

Year End Tax Savers

What can you do to reduce your taxes at the end of the year? Max out your 401(k) at work.  You maximum contribution is $18,000; $24,000 if you’re 50 or…

Owe the IRS? Find Out Your Balance, Easy!

Nothing like calling the IRS to find out your balance and being on hold forever.  I have heard horror stories where people were on hold for hours.  Yes, plural. Why…

Back To Top