SNOWED IN? ORGANIZE YOUR TAX INFO!
This Snow Day is a great time to start gathering your income tax data. I prepared the checklist below to help you get started. As always, if you have [...]
Mortgage Memo – Mortgage | ReFi | HELOC Options February 2026
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Memo – Use CHAT-CPA (Me), Not CHAT-GPT (A.I. Slop)
Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Don't Miss Important Updates Like This! Click Here To Subscribe To My Blog There is [...]
Netflix Employees – Transferring To NJ? My NJ CPA Firm Is Ready To Assist
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Memo – U.S. Gov’t (Free) $1,000 Newborn Savings Account
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Memo – Tax Preparation Checklist
Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Want my podcasts and blog posts delivered to your inbox? Click here to subscribe OVERVIEW [...]
NJ CPA Firm’s Forensic Team Prepared To Audit The Government Programs’ Fraud
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Memo – Business Owners! Remember To Take A Picture Of Your Odometers On New Year’s Day
Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Want my podcasts and blog posts delivered to your inbox? Click here to subscribe First... [...]
Tax Memo – What Is Self-Employment Tax?
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Memo – Small Business Owners – URGENT – Corporate Transparency Act (CTA) – Beneficial Ownership Information (BOI) – Closely Held Companies Have New FinCEN Reporting Requirements
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. UPDATE 3/2/2025 [...]
Tax Memo – Form 1099K | Myths & Facts
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Memo – IRS Launches Paperless Processing Initiative
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. Taxpayers will [...]
Memo – 529 (Qualified Tuition Programs) Plan Basics
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Any Questions or Concerns right now? Stop reading and call me on (732) 673-0510. A qualified [...]
Memo – If You Paid Your ERTC Preparer A % Of Your Tax Credits, You May Have Been Ripped Off
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Tax Memo – Year End Individual Tax Information Gathering Worksheet
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Replay Of Live Seminar – 2023 Tax Update For Real Estate Agents & Business Owners | Gloria Monks Host
First, thanks to Gloria Monks, Realtor, for hosting this seminar! You can find her information here. Gloria Monks Realtor. She is one of my most trusted realtors in my [...]
Tax Memo – Payments Of Individual Taxes Are Always Due 4/15th. They Cannot Be Extended!
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Memo – Solar Credits For Rental Properties? Many Aren’t Aware!
Many of you are aware of the Residential Energy Credit which applies to any residential property used as your home. This is where the Solar Energy Credits are taken. This [...]
Memo – IRS Announces Delay For Implementation Of $600 Reporting Threshold For Third-Party Payment Platforms’ Forms 1099-K (VENMO, CASHAPP, ZELLE, PAYPAL)
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Tax Memo – IRS Provides Tax Inflation Adjustments For Tax Year 2023
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Memo – NJ ANCHOR Replaces The Homestead Benefit Program
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Tax Memo – Claiming A Child As A Dependent When Parents Are Divorced, Separated Or Live Apart
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Tax Memo – IRS Mileage Rate Going Up For The 2nd Half of 2022
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Memo – Did You Receive An Advance Child Tax Credit Payment (ACTCP) In 2021?
Are you a parent who alternates years taking a dependent child? If NOT, skip this paragraph. If you had a child tax credit last year, but this year you [...]
Memo – Supply Chain Delays? Set Up Domestic Production To Capitalize
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Fox News Interview – Does Build Back Better Affect Your Taxes?
By Gary Baumgarten, Producer, Fox News Headlines 24/7 Much of the discussion about President Biden’s Build Back Better plan centers on how it will affect the economy in both [...]
Tax Memo – Build Back Better Act | Individual Tax Impact
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe Questions? Concerns? Call me on (732) 673-0510. INDIVIDUAL PROVISIONS The original proposal of the Build [...]
Memo – Will You Owe Money This Tax Season? Don’t Guess! Call Me To Analyze Your Withholding Adequacy
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Memo – Be Careful To Not Include PPP Loan Proceeds As Income On Your Tax Returns (States Differ!)
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Memo – Self-Employed People, Don’t Miss Your 2020 Coronavirus Tax Credits!
Want my podcasts and blog posts delivered to your inbox? Click here to subscribe There are 2 new coronavirus related tax credits for self-employed people. This includes Schedule C and [...]