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Additional Information

 

 

 


Tax Topics

Premium Tax Credit and Your 2024 Income Tax Returns

Energy Efficient Home Improvement CREDIT

Identity Protection PIN Program (IRS)

Available from IRS, Identity Protection PIN Opt-In Program

IRS Refund Timing

CHANGE to $600 Reporting Threshold 1099-K

IRS Delays Implementation of $600 reporting threshold for Forms 1099-K

Tax Scams - Protect Yourself

Tax Scams

Filing Addresses for Individual Tax Returns

Here are the filing addresses to be used by Florida Residents for submission of Federal Tax Returns (Note that we will provide addresses for all clients in other States along with pre-addressed envelopes):

Charitable Contributions

Definitions and IRS rules for contributions

2023 & 2024 Tax Brackets

2024 Medical Deductions List

Standard Mileage Rates - 2022 thru 2025

Health Care Forms for 2024

Itemized Deductions -- 2024

Below are listed several of the Itemized Deductions percentage limitations for use on Form 1040 Federal Tax Return:

2024 Charitable Gift IRS Tax Tips

Residential Clean Energy Credit

Retirement Savings Limits 2023-2025

Underpayment/Estimated Tax Penalty-2024

Required Annual Payment AND Underpayment Penalty

Individual Returns (2024 Tax Returns) - Filing Dates

Key Federal Individual filing dates are listed here---NOTE: Business:--FL Sales Tax - Monthly remitters must pay by 20th of month following collection period. --Payroll Taxes are due on the 15th of the month following

Clean Vehicle Credit

1099 Rules for Rental Property Owners

Attention Rental Property Owners: 1099s are required for annual payments of $600 or more to individuals or partnerships.

2025 Taxes - Get Ready To File

2022 thru 2025 Wage Bases and Earnings Limits; Social Security and Medicare Benefits

The following numbers relate to various Social Security taxes. Also Social Security benefit and Medicare benefit outline.

Standard Deduction 2023-2024-2025

Client Advisor

Identity Theft or Tax Refund Fraud

Info on how to prevent Tax Return identity theft OR what to do in the case it has happened to you.

Identity Theft & Your Taxes

What Should You Do If You Can't Pay Your Taxes ?

Payment Options

IRS Collections

You wouldn't want to be in collections but in case you want to know--read the following info:

Recordkeeping Requirements

How long should you keep tax records? If your attic is getting filled up with old records, perhaps this will help.

IRS Change of Address

Important IRS Telephone Numbers

Identity Theft Issues --??

Inflation Rate History by Period

Inflation Rate History based on the Annual Consumer Price Index (CPI)

Estate and Gift Tax

Individual Returns - IRS Statistics

Available Individual Tax Return statistics (Source: taxfoundation.org). Find out where you are in regard to average income--------------

Smart Finance

When to Refinance

Pay Extra Principal on Mortgage -- ??

Several options are available that can significantly reduce interest charges over the life of a mortgage.