by Jonathan Bill | Nov 29, 2021 | Biz Taxes, IRS, Tax Season
With only a few weeks left until the new year, it’s time to take a look at your year-end finances. There are a few things you can do before the calendar changes to get ready for the 2022 tax-filing season. Your Year-End To-Do List #1 Report changes — If you moved in...
by Jonathan Bill | Dec 3, 2020 | COVID-19, Tax Season
I think most of us will be glad when 2020 is finally over so we can look forward to a new start in 2021. As the year winds down in the next four weeks, take some time to look over your finances. There may be a few things you can do before the end of the year to get...
by Jonathan Bill | Dec 16, 2019 | Personal, Tax Season
With just a few weeks left, take a look at this checklist to make sure you’re ready for the new year: 1 — Take Your RMDs: If you’re 70½ or older, you’ll need to take required minimum distributions from your qualified retirement accounts by December 31 — or face a...
by Jonathan Bill | Dec 2, 2019 | Biz Taxes, Small Business
With December 31 only a few weeks away, now is your last opportunity to make some smart moves to benefit your April tax bill. Keep in mind that your tax rate for 2019 and 2020 will essentially be the same (with modest adjustments for inflation) under the Tax Cuts and...
