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Tax Preparation Versus Tax Planning

When having your taxes prepared—whether by using a tax program or a tax preparer—the expectation is to end up with the lowest tax bill possible. Unfortunately, such an expectation may be inaccurate. Most tax programs and tax preparers take data…

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The IRS Will Not Call You…

I began contemplating this article after two of my tax clients (both widows) called me to ask if they should reply to messages on their answering machines that they owed the IRS taxes. Two more clients, both married couples, received…

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To Extend or not to Extend

By Bob Boehner It seems every year most people want to have their taxes filed by April 15th and nobody wants to file an automatic, no questions asked, extension till October 15th. I wonder, do you feel you are doing…

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