Time for Your Mid-Year Tax Projection

August is the perfect time to review your year-to-date taxable income and allowed deductions for 2023, as well as factoring in your projected income and deductions for the remainder of the year. Taking a look at your specific tax situation throughout the year helps to...

Tax Considerations for Recent Newlyweds

May through October is commonly known as “Wedding Season” with July and August generally being the peak months for weddings.  If you, or perhaps one of your children, tied the knot this year, here are a few items to add to your checklist before the end of the year:...

IRS Announces End To Unannounced Revenue Officer Visits

From IRS News IR-2023-133, July 24, 2023 As part of a larger transformation effort, the Internal Revenue Service announced a major policy change that will end most unannounced visits to taxpayers by agency revenue officers to reduce public confusion and enhance...