Client Letter – Mid Year Review

Dear Client: It is the perfect time for a midyear tax checkup. As Covid-19 restrictions lift and summer kicks off, it may be tempting to get distracted by vacations, travel, barbecues and camping. But it is also the perfect opportunity for a midyear tax check, leaving...

IRS Notice 1444 and Notice 1444-B

Just a reminder that you will need to report your 2020 Stimulus payment AND your 2021 Stimulus payments on your 2020 tax return for reconcilation. The IRS will be sending out Notice 1444 for the first payment and Notice 1444-B with the second payment amount. As a...