The ball has dropped in Times Square and we’ve bid farewell to 2018. But there are still a few things we can do to adjust our tax liability for 2018 before filing tax returns on April 15. First, you’ll need to organize all your tax records. That way, you’ll have some idea of what your tax liability might be. After you’ve organized your tax records, if you find you will owe money, there are a couple things you can do. You can contribute to your IRA for 2018. That’s right, even though it’s … [Read more...] about Tax Tips after New Year
Tax Tips
Identity Theft and Tax Time Tips
Tax season is here. For most of your clients and prospects, that means the headache of crunching numbers and rebalancing the budget to pay Uncle Sam. Tax time takes on a different meaning to thieves. Most of the documents needed for taxes are very revealing. They contain client’s name, address, credit account information and most importantly, their SSN. For the identity thief, it means that there is a treasure chest of information to be targeted in the next two months. This provides you, as a … [Read more...] about Identity Theft and Tax Time Tips