If you converted your traditional IRA to a Roth IRA in 2012 and paid (or will pay) the tax on the conversion and then watched the value of the account decrease due to an unexpected poor investment performance, you still have an opportunity to do something about it. If you filed your return on time […]

Every tax-filing season, the scammers and ID thieves try to sucker people into providing personal and financial information through the use of phony e-mails. The IRS receives thousands of reports every year from taxpayers who received emails out of the blue claiming to be from the IRS. Scammers use the IRS name or logo to […]

Don’t wait around for a paper check. Have your federal and state tax refunds deposited directly into your bank account. Selecting Direct Deposit is a secure and convenient way to get your money into your pocket more rapidly. Security—Eliminates any possibility of a check being lost in the mail. Thousands of checks are returned to […]

If you’re like most taxpayers, you find yourself with an overwhelming stack of homework around TAX TIME. And, although the task of pulling together the records for your tax appointment is never easy or fun, your effort will pay off when it comes to the extra tax you’ll save! When you arrive at your appointment […]