Your Guide to 1099s

Your Guide to 1099s

Many taxpayers are familiar with W-2’s. You likely received one when you worked your first job. As you get older, it is common for your taxes and the paperwork surrounding your taxes gets more complicated. Maybe you make some investments, begin saving for retirement,...
2024 Tax Deadlines You Should Know

2024 Tax Deadlines You Should Know

Navigating the intricacies of tax deadlines is a crucial aspect of financial planning for businesses and individuals alike. As we step into the fiscal landscape of 2024, it becomes paramount to stay informed about the key dates that can significantly impact your...
Tax Breaks: The Silver Lining to Investment Losses

Tax Breaks: The Silver Lining to Investment Losses

In the world of finance, it’s not uncommon to encounter investment losses at one point or another. While these situations can be disheartening, there’s a silver lining worth exploring, especially for our neighbors in Newtown, PA – tax breaks. In this blog...
Using Excel to Help With Your Taxes

Using Excel to Help With Your Taxes

Excel Spreadsheets When clients arrive at our office, some arrive with a shoebox full of receipts, while others are more organized and have spreadsheets and supporting statements ready for our review. The accuracy of a tax return depends on the quality of the...