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Additional Information




Tax Topics

Identity Protection PIN Program (IRS)

Available from IRS, Identity Protection PIN Opt-In Program

IRS Refund Timing

1099 Rules for Rental Property Owners

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

2023 Medical Deductions List

2023 Charitable Gift IRS Tax Tips

Health Care Forms for 2023

Charitable Contributions

Definitions and IRS rules for contributions

Itemized Deductions -- 2023

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

Premium Tax Credit and Your 2023 Income Tax Returns

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):

New for 2023 - Clean Vehicle Credit

2022 thru 2023 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.

Individual Returns (2023 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

Retirement Savings Limits 2023-2024

Standard Mileage Rates - 2022 thru 2024

2023 & 2024 Tax Brackets

Standard Deduction 2023-2024

2024 Taxes - Get Ready To File

Underpayment/Estimated Tax Penalty-2023

Required Annual Payment AND Underpayment Penalty

Client Advisor

Identity Theft Issues --??

IRS Change of Address

Important IRS Telephone Numbers

Inflation Rate History by Period

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

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.

Individual Returns - IRS Statistics

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

IRS Collections

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

Identity Theft & Your Taxes

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

Payment Options

Recordkeeping Requirements

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

Estate and Gift Tax

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.