Tax Tips

Welcome to the Resource Center. Visit this area to find out what is new in taxes or gain insight in financial management. 

There are many confusing aspects to ObamaCare and filing requirements, so make sure you have your health insurance information ready to go for tax time.  Medical expenses become more difficult to get a tax deduction since it's limited to the amounts over 10% of your gross income.

Charitable contributions?  GET THOSE RECEIPTS.

Any important changes this year?  Please let me know in plenty of time.  I don't charge you a fee to answer questions.  It's my job to help you!!!

Get your tax information to me early.  For any accountant, the period March 1 through April 15 becomes very hectic.  Get me what you have, and if you waiting for some report or k-1 or final investment 1099, get that to me later.  Let me get as much done early, so there are no problems later.