How to Evaluate Tax Planning Services

In the world of personal and business finance, few things are as critical to the financial equation as tax planning services. Whether you are an individual looking to optimize your tax liability or a business working to navigate the complexities of tax regulations, the right tax planning strategy can make a world of difference for...

Understanding Famli Tax in Colorado

The FAMLI Tax in Colorado is paving the way for a new generation of success. It’s crucial to have a job that enables individuals to prioritize their well-being and their loved ones. A job that allows individuals to strike a healthy work-life balance ensures that they can devote ample attention to their personal needs and...

2021 Child Tax Credit Reminder

Due to the American Rescue Plan, enacted March 2021, the 2021 child tax credit was raised from $2,000 per child to $3,600 for children 5 and under and $3,000 for all other ages. Additionally, this year’s credit is fully refundable – the $2,500-of-earned-income requirement is dropped. Another big change is half of the 2021 credit...

How being proactive can save you money!

Individuals and businesses are faced every year with tax preparation. This is compliance work required by a government entity to record and report the history of what occurred financially for the individual or the business over the course of the year. Tax preparation looks backward at what happened. Tax planning, on the other hand, looks...

IRS Adjustments

The IRS is starting to send out Adjustment Notices. These notices report a difference between IRS information records (i.e. W-2, 1099, etc.) and amounts recorded on tax returns. For 2020 and 2021 the reporting of stimulus amounts is a huge source of differences between IRS records and tax returns. If you receive a notice regarding an...