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Tax Tip of the Week

Jan 20, 2020

This week's tax tip: What? This Form 1099 is Wrong! - What to do to fix this thorny problem Read More
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Category: Featured

6 Ways to Cut Your Everyday Expenses in 2020

Jan 01, 2020

Many people dream of making more money but cutting expenses can have the same effect. Identify unnecessary expenses with these six money-saving ideas and help free up some cash. Read More
Category: Featured

Qualified Plug-In Electric Vehicle Tax Credit

Jan 01, 2020

Are you in the market for a new vehicle? Have you considered purchasing an electric vehicle? A growing number of US automakers, such as Audi, Tesla, Nissan, and Hyundai - among others - have increased their electric vehicle offerings as consumer demand for non-combustion engine options grows. While these vehicles provide options for those looking for a vehicle that avoids the use of gas, there are also important tax benefits for purchasing an electric vehicle. Read More
Category: Featured

2020 Tax Limits/Thresholds

Jan 01, 2020

As you plan for 2020, be aware that Congress may make changes to the tax code. For current 2020 Tax Limits and Thresholds please review the data below. Read More
Category: Featured

Do You Own Cryptocurrency (Virtual Currency)? IRS Wants to Know!

Jan 01, 2020

The draft form of Schedule 1 released October 10, 2019 for the 2019 Form 1040 requires taxpayers to check yes or no to the very first question on this form which reads as follows: “At any time during 2019, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?” Taxpayers do not need to file Schedule 1 just to answer this question if they otherwise do not have a reason to file Schedule 1. Read More
Category: Featured

Last Minute Tax Law Changes and 2020 Planning Opportunities

Jan 01, 2020

Late on Friday December 20th a new 1,770-page bill was signed into law. Deep within the pages of the bill are a number of retroactive tax law changes to current and expired tax laws. These new law extenders are in place for both 2019 and 2020. Here is what you need to know. Read More
Category: Featured

Tips to Improve Your Credit Score

Jan 01, 2020

Your credit score is more important than ever. Once viewed as a necessity when applying for a mortgage, it now factors into renting an apartment, paying for utilities, buying a cell phone, and determining the amount you pay for home and auto insurance! Here are tips to help you improve and maintain a good credit score! Read More
Category: Featured

Major Employment Tax Deadlines

Dec 01, 2019

Handling employment taxes can be complicated, especially when you are required to file important tax documents throughout the year. Here is a list of key forms and deadline dates to help keep you on track. Read More
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4 Tax Moves to Make Before 2019 Ends

Dec 01, 2019

Despite past, present and future changes to the tax rules, some year-end tax-planning advice remains unwavering. Here are a few time-tested strategies to consider. Read More
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How does Social Security work?

Dec 01, 2019

Social Security retirement benefits are for people who have "paid into" the Social Security system through taxable income.When you work and pay Social Security taxes, you earn “credits” toward Social Security benefits. The number of credits you need to get retirement benefits depends on when you were born. Read More
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January 2020 Tips to improve your credit score, Qualified Plug-In Electric Vehicle Tax Credit, 2020 Tax Limits/Thresholds, and More!

December 2019 Major Employment Tax Deadlines, 4 Tax Moves to Make Before 2019 Ends, How does Social Security work, and More!

November 2019 Do you Sell Products Over the Internet?, 5 Steps to Review Your Beneficiary Designations, Avoid Timeshare Resale Fraud​, and More!

October 2019 Key Retirement Account Rules, Make A Wish, 4 Good Reasons to Outsource Bookkeeping, and More!

September 2019 New IRS Tax Withholding Estimator Available, Great Records bring you greater tax savings, and More!

August 2019 2019 Iowa Sales Tax Holiday, Funding Retirement or Child's Education, Can I Deduct my Rental Property Loss Against Earned Income, and More!

July 2019 Never Take on the IRS Alone, Natural Disasters and Other Events-How You Can Help the Victims, Rhonda Andrews Begins a New Chapter, and More!

June 2019 7 Vacation Costs That Sneak Up on You, Prime Time for Home Sales, Al Capone, Aunt Becky, Tax Fraud and You, and More!

May 2019 3 Tax Planning Tips for Summer Jobs, New Overtime Rules Proposed, Leasing Vs. Buying a Car: Knowing the Tricks Makes you a Better Decision-maker, and More!

April 2019 5 Things Every High School Senior Should Know, Have You Set up your Online Social Security Account?, Why Use Quickbooks Online, and More!

March 2019 Tips to protect yourself from tax scams, Where is my income tax refund?, Rob Myers and Donna sanders become partners, and More!

February 2019 3 new changes could alter your 2019 tax plan, Its time to create your succession plan, Tips for a faster tax refund and More!

January 2019 Tim Terry Again Named to Corridor Business Journals Most Influential List, 5th Annual Realtor and Developer Summit, Iowa Itemized Deductions for 2018 Tax Year, and more!

December 2018 December 6 Tax Seminar - Register Today, Significant Changes to Kiddie Tax By Tax Cuts & Jobs Act (TCJA), and More!

November 2018 Medicare Open Enrollment, New Tax Law Has Significant Effects on Divorce, and More!

October 2018 How Best to Celebrate Our 40th, Upcoming Tax Seminars, Is a Tax Surprise Waiting For You, and More!

September 2018 Six Tips to Manage Capital Gains Tax, Dramatic Sales Tax Changes May Be Coming, and More!

August 2018 2018 Iowa Sales Tax Holiday, Saving for College, and More!

July 2018 2018 Midyear Tax Planning Letter, Six Home Ownership Tax Benefits, and More!

June 2018 QuickBooks® Seminar, Update on the TCJA, Medicare Enrollment Basics, and More!

May 2018 Have You Revisited Your Payroll Tax Withholding? HSA Limits, Protect Yourself in a Divorce Settlement and More!

April 2018 Retirement Issue: Avoid These Retirement Planning Mistakes, 5 Tips to Win the Battle Against Retirement Health Care Costs, Financial Calculators Available and More!

March 2018 Where is My Income Tax Refund?, Taxes and Virtual Currencies What You Need to Know, 2018 Dollar Limitations on Retirement plan Contributions, Beware: New Twist on an Old Scam and More!

Special Edition Stock Market Volatility

February 2018 New Year Tax Planning Letter Posted, Locate Lost Retirement Benefits, Avoid an IRS Audit and More!

January 2018 3 Important Facts About Splitting an IRA in a Divorce, Tax Reform in 2018, Non Spousal Inherited IRA Tax Tips, 4th Annual Realtor and Developer Seminar and More!

Special Edition 2017 Tax Reform: Last-minute Year-end Moves in Light of Tax Cuts and Jobs Act

December 2017 2017 Year-End Checklist, How to Fix Your Overfunded Retirement Account, Ace the FAFSA, Tax-Loss Harvesting Tips and More!

November 2017 Market Expectations, Year-End Tax Planning Letter, QuickBooks® Online Seminar and More!

October 2017 Identity Protection, 4 Good Reasons to Outsource Bookkeeping, Are You Taking Advantage of Your 403(b)?, What is Factor Presence Nexus? And More!

September 2017 Becoming a Smarter Renter, Form I-9 Revised, Time for an Insurance Review? And More!

August 2017 Iowa Sales Tax Holiday, Rules for Home Buyers, Zombie Payers, A Marriage Penalty and More!

July 2017 Health Savings Account Limits, How Much Do You Need to Retire? Succession Planning and More!

June 2017 Planning a Summer Vacation, Summer of the Arts, Tax Tips for Those Getting Married and More!

May 2017 IRS Begins Private Debt Collection, Three Tips for Managing Your Company's Cash Flow, Charitable Contributions and More!

April 2017 Where is My Iowa Tax Refund? What is Tax Cost Basis on Investments? Should You Amend Your Tax Return? Where Does the DOL Fiduciary Rule Stand Today? And more!

Special Edition - Beware of Phishing Scams! Our New Websites Have Launched! and 2017 Property Assessments Show Considerable Increases

March 2017 IRS Payment Agreements, A New Way to Save for Individuals with Disabilities, Account Registration of Your Assets and More!

Special Edition - 4 Items to Supply to Your Tax Preparer in Order to Claim the American Opportunity

February 2017 Join Us for the February 16th CR Metro Economic Alliance Biz Mix, 2017 New Year Tax Planning Letter, In Home Caregivers and Biennial Reports Due.

January 2017 New Form I-9, New Tax Deadlines, Haverback Becomes Partner, Registration for 3rd Annual Realtor and Developer Summit, 2017 Mileage Rates and More!