Tax Preparation

Tax Preparation

IRS Efforts to Thwart Scammers Can Delay Refunds

A new IRS procedure to verify identities and thwart scammers can delay your refund and give scammers a new opening to scam you. Here’s how to win.

The Pay-Less-Tax Man

Choose Wise Asset “Location,” Not Just Asset Allocation

Here are some ways to save taxes by shifting around some of your investments among taxable and tax-advantaged accounts.

The Pay-Less-Tax Man

Dealing With Tax Return Filing Extensions, Delinquent Returns and Amended Returns

Here are issues to be aware of when filing a tax return past the due date or amending a return.

The Pay-Less-Tax Man

Avoid These Red Flags That Can Cause Audits

There are various ways to deal with red flags to avoid an IRA audit. Here are 15 key ways.

The Pay-Less-Tax Man

How to Keep Your Tax-Prep Fees Low—From a Tax Preparer

What you do during tax season and all year—and even what kinds of investments you choose—can optimize your time and reduce your tax-prep costs.

Tax Preparation

The New 1040 Form Is Not So Simple

The 1040 tax form has shrunk for 2018, but that doesn’t necessarily make your taxes simpler or quicker to fill out.

The Pay-Less-Tax Man

Substantiate Your Deductions…Or Kiss Them Good-bye

Many tax filers claim legitimate deductions only to have them disallowed because they can’t substantiate them. Here’s how to prove all your deductions.

Tax Preparation

Questions to Ask When Hiring a Tax Preparer

Enlisting a professional to prepare your taxes can help ensure that your return is completed in the best possible way—and…

Tax Preparation

Last-Minute Tax Help From Ed Mendlowitz, CPA

Whether you are single or married, low- or middle-income or wealthy, you probably have some pressing last-minute income tax questions…

Tax Preparation

When Not to File an Amended Return

Do you ever have second thoughts about the tax returns you filed months ago? Despite those second thoughts, it's not…

Tax Preparation

Will Your Tax Preparer Get You in Trouble?

If he makes a mistake, you pay the price Each year, taxpayers turn to professionals for help in preparing 82…

Tax Preparation

7 Tricky Tax Return Questions—Answered!

Don't Get Tripped Up by the New Rules Each new year brings tricky changes in the tax code, creating confusion…

Tax Preparation

Is Your Tax Return Asking for an Audit?

Red Flags to Avoid An IRS audit. It's what taxpayers most dread as they prepare their returns and what 1.3…

Tax Preparation

10 Questions to Ask a Tax Preparer

If you can do your taxes on your own, fine. But taxes have become so complex that you may want…

Tax Preparation

What Your Accountant Won’t Tell You (Because He May Not Know)

A Top CPA answers the new tax questions Many taxpayers are delaying filing this year. There are new tax rules…