Tax Documents Necessary to File Your Taxes

Get Organized: Tax Documents You Need to File Taxes    February 11, 2020 It’s easy to get inundated with documents during tax season. You can receive documents from many different organizations, including employers, financial institutions and others. Many...

New W-4 Creates Questions for Human Resources

5 Common Questions About the New Form W-4    February 3, 2020 With the major Form W-4 overhaul for 2020, you may field questions from your employees. While it’s not your responsibility to provide tax advice to your employees, it’s good to be prepared to help...

The SECURE Act 2020

How the SECURE Act May Affect How You Plan for Retirement   January 8, 2020     Here is a look at some of the more important elements of the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) that have an impact on...

Missing Tax Forms Is Not An Excuse

6 Ways to Cut Your Everyday Expenses   December 20, 2019   Eliminate Late Fees. Most late fees are the result of being too busy, traveling or simply forgetting. Fortunately, late fees are almost entirely avoidable if you have a plan. A lot of people only...

Big Changes for Form W-4

Big Changes for Form W-4   December 10, 2019   Just when you thought you had a firm grasp on all the tax changes, the IRS is making a dramatic change to the way tax withholdings are calculated on your paycheck. Form W-4, used to calculate your paycheck...

Year-end Tax Planning for Your Business’ Future

   Expert Advice from Tax Partner, Karen Delle Site Year-end Tax Planning for Your Business’ Future     Now that the first year effects of the Tax Cuts and Jobs Act have been seen, what have we learned and what should we be looking...