Category Archives: Taxes

#COVID-19 The Corona Virus Version Of Where’s My Refund

Posted on April 17, 2020 by Carol

People call it a stimulus check. Government calls it a recovery rebate. The IRS calls it an economic impact payment (EIP). Starting this past Saturday and into next week, it is expected more than 80 million people will get it! … Continue reading →

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#COVID-19 More Tax Relief From The IRS

Posted on April 15, 2020 by Carol

Last month the IRS was kind enough to say hey you don’t have to deal with us during a global pandemic and extended the filing AND paying deadlines of 1040s from April 15, 2020 to July 15, 2020. This also … Continue reading →

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#COVID-19 Helping Our Restaurant Employees

Posted on April 14, 2020 by Carol

  We realize this may not directly relate to all of our clients. But if it can help you, or a Family Member, or a Friend – – please keep reading. If you know someone you can pass this along … Continue reading →

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#COVID-19 Helping Our Local Bartenders

Posted on April 14, 2020 by Carol

We realize this may not directly relate to all of our clients. But if it can help you, or a Family Member, or a Friend – please keep reading. If you know someone you can pass this along to or … Continue reading →

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#COVID-19 City of Saint Petersburg, FL – Fighting Chance Fund

Posted on April 10, 2020 by Carol

Updated 4/20/2020. City of Saint Petersburg, FL – Fighting Chance Fund OPEN APRIL 9, 2020 AND IS FIRST-COME, FIRST-SERVE Stroll down any Main Street, USA. Stores with closed signs. Empty storefront parking spaces. Idle exercise equipment. Uncoiffed dogs out walking. … Continue reading →

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Timely Mailed = Timely Filed…Or Does It?

Posted on March 11, 2020 by Carol

Last week we introduced the Mailbox Rule. This week we tell a tale of how serious it is when “timely mailed = timely filed” meets “he said-she said”. This is a story, sad but true. Many years ago in 2005, … Continue reading →

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The Mailbox Rule

Posted on March 4, 2020 by Carol

Taxpayers mail all sorts of things other than tax returns. There are other information returns, petitions, and payments, all of which are crucially important to arrive at the IRS on time. Taxpayers use USPS, DHL, FedEx and UPS. Taxpayers drop … Continue reading →

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2020 Legislative Changes to Efiling

Posted on February 26, 2020 by Carol

On July 1, 2019, President Trump signed into law the Taxpayer First Act of 2019 (TFA), designed to improve the IRS’ interactions with us taxpayers by enacting changes to the IRS’s organizational structure, customer service, enforcement procedures, management of information … Continue reading →

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We Are, After All, IRS Customers

Posted on February 19, 2020 by Carol

The IRS as usual is patting its own back on how great they did customer service-wise during the 2019 tax season. The National Taxpayer Advocate (NTA) recently released its Annual Report to Congress and as is every year the reviews … Continue reading →

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Series. Part 4 of 4. 2020 Legislative Changes to Retirement Plans.

Posted on February 12, 2020 by Carol

This is the last of our four-part series: 2020 Legislative Changes to Retirement Plans. Just about two months ago, on December 20, 2019 President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) approved by the … Continue reading →

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