Back to School shopping has ended and Christmas shopping hasn’t begun so there is plenty of time to do a little “financial cleansing”. Why? Every once in a while, it’s a good idea to stop and think about how and … Read More
Taxes
Tax Planning: Is It Too Early?
If there’s one thing that we’ve learned from tax season, it’s that every year, we see first-time filers struggling with software, tax codes, and sifting through paperwork they aren’t sure they need. With the new “gig centered” economy – Uber, … Read More
Understanding the new normal of quarterly tax payments.
This month’s newsletter took a deep dive into the new “gig” focused economy that many “regular” wage earners are playing a role in with side jobs in companies like Uber, Lyft, and UpWork. What a lot of folks forget about … Read More
Why Do We Like Charitable Companies?
Companies long ago mastered the idea of “giving back” for a lot of reasons – some based on tax benefits and some on completely altruistic grounds. In many cases, the idea of giving back usually didn’t mean giving away profits, … Read More
A New Twist for Homeowners in the New Tax Bill
When the tax bill passed last year, there was a lot or press given to the new 20 percent break for “pass-through” businesses. For a lot of hourly and salaried employees, it was just another example of how business owners … Read More
Still Haven’t Filed? No Problem!
Don’t make it harder than it has to be! I know, in the back of your mind, you keep thinking “I’ve got to get this stuff to Jupiter Tax” but life keeps getting in the way. Weather, work, kids, dinner. … Read More
MAKE THAT SUMMER JOB A SUMMER SCHOOL
It’s that time of year again – a whole new crop of young people have gone out and gotten themselves their first job. Maybe it’s flipping burgers, maybe stocking in retail, or maybe they’ve opened a Shopify store. No matter, … Read More
What is the EITC and How Do I Qualify?
Nothing is more misunderstood than the Earned Income Tax Credit (EITC). Period. Here’s the deal: the EITC was initially designed to provide support for working parents – as any parent knows, there are PLENTY of costs associated with raising kids. … Read More
What Are The Rules for W-2s
Perhaps no other form is as misunderstood as the lowly W-2. “Expert” employees attempt to lecture managers every year about what can and cannot be done with a W-2 and each year, our team in the office fields scores of … Read More
Frequently Asked Questions About the 2017 Tax Year
Happy New Year! Every year, about this time, me and the team field call after call that starts with something like “…I forgot to ask you…” Fear not! We’ve been taking notes and we wanted to give you a few … Read More