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Taxpertise

Happy New Year. Now pay your taxes.

Congress will be continue to pass numerous tax law changes. Below are tidbits that that you might find useful: IRS Online Account enhancements. You can now access your Online Account at the IRS where you can view tax owed and payment history and schedule payments. You can... Continue

Easy steps to get organized for taxes

Do you postpone, then grit your teeth, and steel yourself before diving into preparing data for your tax return? Don’t feel alone. I think about 90 percent of the population feels this way. Below are listed some steps to make this less challenging and more... Continue

The new COVID stimulus package – what’s in it for you? 

In late December, President Trump signed into law the $900 billion stimulus bill, a second round of bailout for the American people suffering through this pandemic. This bill provides for stimulus payments of $600 subject to income phaseouts of $75,000 single and married filing separately... Continue

Breaking down the latest federal Covid-19 relief plan

The President on August 8 signed four executive actions providing additional COVID-19 relief. According to Spidell Publishing, an educational resource for tax professionals, the three memorandums and one executive order do the following: Direct the Secretary of the Treasury to use his authority to defer... Continue

Covid-19 and taxes

The tax deadline of July 15, 2020 for filing and paying for 2019 income taxes, and paying the first two vouchers of 2020 estimated taxes, is fast approaching. The traditional due dates were extended due to the Covid-19 pandemic.  This postponement provided temporary tax relief... Continue

Plague and taxes: your questions

I’ve had dozens of questions relating to a variety of tax and economic topics. Here are the most common ones. I’m self-employed, a sole proprietor (or in some cases a freelancer or gig worker). Can I apply for unemployment? Yes, you may. In normal circumstances,... Continue

The coronavirus and your taxes

The Shelter in Place mandate is in place, and it’s a little freaky out there. All these crazy changes to our way of life, to our way of shopping (do you have enough toilet paper yet?), to our economy. Temporary, we expect.  Of course one... Continue

Coronavirus and your taxes

California is under the Shelter in Place mandate and it’s a little freaky out there. All these crazy changes to our way of life, our way of shopping (do you have enough toilet paper yet?), to our economy. Temporary, we expect. We hope.  Of course... Continue

Do I need to file a 2019 income tax return?

You may realize that your income is below the threshold for filing a 2019 income tax return and to save the irritation and fees for filing, you don’t do it. That’s completely acceptable and possibly reasonable. I say possibly, because there are many good reasons... Continue

Four common tax errors for small businesses to avoid 

Tax planning is essential for all businesses, no matter the size. Being in business for oneself can be very intense. Not only do you have to run the day-to-day operations of the business, manage employees and subs, watch your cash flow, but you have to... Continue