Category Archives: General Interest

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 →

Posted in Court Cases, General Interest, IRS, Supreme Court, Tax Court, Taxes | Comments Off on Timely Mailed = Timely Filed…Or Does It?

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 →

Posted in General Interest, IRS | Comments Off on The Mailbox Rule

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 →

Posted in General Interest, IRS | Comments Off on We Are, After All, IRS Customers

Self-employed Plans – SEP IRAs and SIMPLE

Posted on February 5, 2020 by Carol

Series. Part 3 of 4. Self-employed Plans: SEP IRA and SIMPLE. We have talked about retirement vehicles: Traditional & Roth IRAs. Last week we talked about a garage they can be parked in: Employer-provided retirement plans. In this second to … Continue reading →

Posted in General Interest, Individual Taxes, Retirement Planning, Taxes | Comments Off on Self-employed Plans – SEP IRAs and SIMPLE

Step by Step – The 2020 W-4

Posted on November 20, 2019 by Carol

Updated 12/17/19. The Tax Cuts and Jobs Act, enacted in late December of 2017, wreaked havoc on Form W-4, Employee’s Withholding Allowance Certificate. The TCJA radically changed employee withholding by doubling the standard deduction, modifying tax rates and tax brackets, … Continue reading →

Posted in General Interest, Individual Taxes | Tagged , , | Comments Off on Step by Step – The 2020 W-4

“Voluntary Compliance” My (fill in the blank)!

Posted on January 9, 2019 by Carol

Here’s what’s up! America needs tax compliance to pay government’s bills. In all seriousness, voluntary compliance is a principle that we will cooperate with the tax system by filing honest and accurate annual returns and receive excellent customer service along … Continue reading →

Posted in Business Taxes, General Interest, Individual Taxes, IRS, Taxes | Tagged , , , | Comments Off on “Voluntary Compliance” My (fill in the blank)!

Happy New Year

Posted on January 2, 2019 by Carol

The Holidays are officially over. Welcome to this week’s blog: Happy New Year REINFORCING THE BASICS. All of us at McAtee & Associates wish all of you a Happy New Year filled with all the joys and successes, fun and … Continue reading →

Posted in General Interest, Holiday | Tagged , | Comments Off on Happy New Year

Merry Christmas

Posted on December 24, 2018 by Carol

Christmas is tomorrow. Welcome to this week’s blog:  Merry Christmas REINFORCING THE BASICS. A Very Merry Christmas to our Clients, our Families, Our Friends. And to everyone that isn’t a Client, Family, or Friend… yet. WHAT ELSE SHOULD I KNOW? … Continue reading →

Posted in Christmas, General Interest, Holiday | Comments Off on Merry Christmas

Don’t Talk Turkey; Let’s Talk Trees

Posted on December 20, 2018 by Carol

We did get through Thanksgiving.  And now it’s Christmas. This week we are not talking accounting, not tax, and not turkey.  Welcome to this week’s blog:  Don’t Talk Turkey, Let’s Talk Trees.  White House Christmas Trees. REINFORCING THE BASICS. A … Continue reading →

Posted in Christmas, General Interest, Holiday | Tagged , , | 1 Comment

We are, After All, IRS Customers

Posted on December 4, 2018 by Carol

Here’s what’s up! The IRS is patting its own back on how great they did customer service-wise during the 2017 tax season. The reviews are mixed but today’s blog is to introduce the IRS’ customer service platforms, should you need … Continue reading →

Posted in General Interest, IRS | Tagged , , , | 1 Comment