Additional Information

 

 

 

Tax Topics

2018 & 2019 Tax Brackets

Affordable Health Care Act-2014 - ACA (aka Obamacare)

Information on the 2018 Tax Return requirements due to the Affordable Health Care act (ACA)

Standard Mileage Rates - 2017 thru 2019

Inflation Rate History by Period

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

IRS Standard Mileage Rates 2017-2018-2019

Standard Deduction - 2017-2018-2019

The following Standard Deduction amounts apply to 2017, 2018 & 2019 Returns.

Charitable Contributions

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

Retirement Savings Limits 2015 thru 2019

The following are various retirement plan contribution limits for 2015 - 2019:

Individual and Business Returns - Filing Dates 2019

Key Federal Business filing dates are listed here---2018 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 l

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 4/15/2019 (Note that we will provide addresses for all clients in other States along with pre-addressed envelopes):

1099 Rules for Rental Property Owners

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

IRS Refund Timing - 2019

Premium Tax Credit and Your 2019 Income Tax Returns

2016 thru 2019 Wage Bases and Earnings Limits; Social Security and Medicare Benefits

The following numbers relate to 2015 - 2018 with regard to various Social Security taxes. Also Social Security benefit and Medicare benefit outline.

2019 Medical Deductions List

What's New for 2019 -- ??

List of changes for 2018

Itemized Deductions -- 2019

Below are listed several of the Itemized Deductions percentage limitations for use on the 2018 Form 1040 Federal Tax Return:

Useful News

Smart Banking

Have you noticed that most major banks are announcing record profits? What can you do to become a smart bank shopper? Here are some tips.

Underpayment/Estimated Tax Penalty-2019

Required Annual Payment AND Underpayment Penalty for 2018

Client Advisor

Recordkeeping Requirements

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

Important Telephone Numbers

List of telephone numbers for your convenience:

IRS Collections

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

IRS Change of Address

Change of Address:

Individual Returns - IRS Statistics

Available 2012 Individual Tax Return statistics (Source: taxfoundation.org). Find out where you are in regard to average income--------------

Estate and Gift Tax

Important information regarding Estate and Gift Tax.

Options for Taxpayers Unable to Pay Tax

2018 Payment Options

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.