Additional Information




Tax Topics

Charitable Contributions

Definitions and IRS rules for contributions follow......

Useful News

Inflation Rate History by Period

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

Filing Addresses for Individual Tax Returns

Here are the filing addresses to be used by Florida Residents for submission of Federal Tax Returns (Due Date 4/15/2021) (Note that we will provide addresses for all clients in other States along with pre-addressed envelopes):

IRS Refund Timing - 2021

Premium Tax Credit and Your 2021 Income Tax Returns

2021 Tax Highlights

List of changes for 2020

Identity Protection PIN Program (IRS)

Available January 2021 from IRS, Identity Protection PIN Opt-In Program


Phone Scams Continue to be Serious Threat, Remain on IRS 'Dirty Dozen' List of Tax Scams for the 2018 Filing Season

Identity Theft or Tax Refund Fraud

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

2017 thru 2022 Wage Bases and Earnings Limits; Social Security and Medicare Benefits

The following numbers relate to 2017 - 2021 with regard to various Social Security taxes. Also Social Security benefit and Medicare benefit outline.

Underpayment/Estimated Tax Penalty-2021

Required Annual Payment AND Underpayment Penalty for 2020

Recordkeeping Requirements

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

1099 Rules for Rental Property Owners

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

Retirement Savings Limits 2020 - 2021 - 2022

The following are various retirement plan contribution limits for 2019 & 2020:

2021 Taxes - Get Ready To File

Standard Mileage Rates - 2018 thru 2022

2022 Medical Deductions List

2021 & 2022 Tax Brackets

Health Care Forms for 2022

Standard Deduction - 2020-2021-2022

The following Standard Deduction amounts apply to 2018, 2019 & 2020 Returns.

2022 Charitable Gift IRS Tax Tips

Here are IRS Tax Tips for 2020 Charitable Giving

Itemized Deductions -- 2021

Below are listed several of the Itemized Deductions percentage limitations for use on the 2020 Form 1040 Federal Tax Return:

Individual Returns - Filing Dates 2021-2022

Key Federal Individual filing dates are listed here---2020 Tax Return Filing Season: 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 if tax

Client Advisor

IRS Change of Address

Change of Address:

Individual Returns - IRS Statistics

Available 2016 Individual Tax Return statistics (Source: Find out where you are in regard to average income--------------

Important Telephone Numbers

List of telephone numbers for your convenience:

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

2019 Payment Options

Identity Theft Issues --??

Estate and Gift Tax

Important information regarding Estate and Gift Tax.

IRS Collections

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

Client Portal Instructions

Smart Finance

When to Refinance

Refinancing Issues.

Pay Extra Principal on Mortgage -- ??

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