Get a Jump on Taxes: 6 Tips to Prepare for the 2023 Tax Season

Get a Jump on Taxes: 6 Tips to Prepare for the 2023 Tax Season

While you may be thinking “tax planning” at the end of the year, now is also a great time to think “tax filing.” You can take some simple steps now that will help make filing your 2022 tax return next spring quicker and easier. Then you’ll be ready to meet the upcoming tax season with confidence.

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Make Your Move: Now’s the Time for Year-End Tax Planning

Make Your Move: Now’s the Time for Year-End Tax Planning

For 2022, very few tax proposals were enacted. The Inflation Reduction Act was passed in August, but it focuses on ramping up climate- and healthcare-related spending, and does not raise tax rates on individual taxpayers. So with only eight weeks left until the calendar changes to 2023, now’s the time to review your year-end financial situation.

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IRS Inflation Adjustments Will Affect Your 2023 Tax Return

IRS Inflation Adjustments Will Affect Your 2023 Tax Return

The latest increases in the consumer price index will impact not only your current financial situation, but also your 2023 tax return (that is, the return you file in April 2024). That’s because the Federal Tax Code provides for mandatory annual adjustments to certain tax items based on inflation.

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Make Your Year-End Tax-Planning Appointment Now

Make Your Year-End Tax-Planning Appointment Now

The leaves are falling and the weather is getting cooler … time to start thinking about year-end tax planning! If you’d like to meet with Jackie or Mimi to discuss any changes to your business or personal situation, contact us to schedule an appointment. Availability is limited, so please call Kimberly at 706-632-7850 soon.

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Take Advantage of Small Business Tax Benefits for 2022

Take Advantage of Small Business Tax Benefits for 2022

As we enter the last quarter of 2022, now’s a good time to think about taking full advantage of any tax benefits that may apply to you and your small business. Keep these deductions in mind: Enhanced Business Meal Deduction & Home Office Deduction.

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Should You Be Making Estimated Tax Payments?

Should You Be Making Estimated Tax Payments?

If you are an employee, your federal tax payments are typically withheld from your paycheck by your employer. However, if some or all of your income is not subject to withholding, you should be making quarterly estimated tax payments. This typically applies if you are self-employed, an investor or a retiree — OR if your employer withholds taxes, but you receive additional income not subject to withholding, such as interest, dividends, capital gains, alimony, cryptocurrency and rental income.

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Tax Tips for Teenagers & Summer Jobs

Tax Tips for Teenagers & Summer Jobs

Does your teenager have a summer or part-time job? Depending on how much they earn, they may have to file a tax return next April. Just because you claim them as a dependent on your tax return does not excuse your child from filing their own return in certain situations. What’s more, you cannot claim your child’s earned income on your own tax return.

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