Over 30 Years of Professional Tax Experience. Licensed CPAs Serving Taxpayers in Boca Raton, Florida & Throughout the U.S.

Tax Tips


You Still Have Time To Make A Retirement Plan Contribution For 2018

By |February 27th, 2019|Categories: Retirement Plans, Tax Returns, Tax Tips|

Have you been ignoring your future retirement needs? This tends to happen when people are young; because retirement is far in the future, they believe that they have plenty of time to save for it.


Here are Three Tax Deferral Strategies for Capital Gains

By |February 6th, 2019|Categories: Capital Gains, Tax Planning, Tax Tips|

If the sale of business or investment property results in a gain, the gain is normally subject to tax in the year of the sale. However, there are opportunities to report a gain over several years, to postpone it by investing the proceeds into another property, or by simply investing the gain in a recently enacted investment vehicle.


Five Last-Minute Tax Savings Strategies

By |December 21st, 2018|Categories: Tax Deductions, Tax Planning, Tax Tips|

Just a reminder that the last day you can make a tax-deductible purchase, pay a tax-deductible expense, or make tax-deductible charitable contributions for 2018 is Dec. 31. Every taxpayer’s situation is unique, and the suggestions offered here may or may not apply to you.


A Look at Some of the Tax Benefits, Deductions Available to Self-Employed Individuals

By |June 24th, 2016|Categories: Boca Raton, Tax Debt, Tax Tips|

Making the decision to venture out on your own and work for yourself can be an exciting, yet frightening prospect. Nevertheless, it is important for those who are self-employed to know and understand the tax implications associated with such a decision.


5 Common IRS Problems and Solutions

By |January 15th, 2016|Categories: Boca Raton, Tax Debt, Tax Tips|

No taxpayer ever wants to owe the IRS or have problems with this powerful agency. Unfortunately, it is easy to make mistakes or face financial problems that make paying taxes on time a major hardship.


How to Get Your IRS Transcripts

By |February 27th, 2015|Categories: Tax Returns, Tax Tips|

There are many reasons you may need to obtain your IRS transcripts, including resolving back taxes or simply to provide documentation to your mortgage lender.


What To Do If You’re Missing W-2s

By |February 15th, 2015|Categories: Tax Returns, Tax Tips|

You should have received your W-2 form, Wage and Tax Statement by February 2nd. Since your W-2 shows the amount of your wages and taxes withheld from your salary during 2014 you’ll need it to correctly prepare your tax return.


First -Time Home Buyer Can Avoid Penalty For Early Distribution From IRA

By |August 9th, 2014|Categories: Retirement Plans, Tax Tips|

If you are buying a home and are short on cash you may want to consider taking up to $10,000 from your traditional IRA to fund the purchase.


IRS Adopts Taxpayer Bill of Rights Containing Ten Provisions

By |June 11th, 2014|Categories: Tax Tips|

The Internal Revenue Service just announced it has adopted a “Taxpayer Bill of Rights” that is meant to provide taxpayers with a better understanding of their rights when dealing with back tax or audit problems.


What Is The Difference Between An IRS Tax Lien And IRS Tax Levy Ask Taxpayers In Boca Raton And Pompano Beach

By |May 9th, 2014|Categories: Boca Raton, Tax Lien, Tax Tips|

Sometimes taxpayers facing IRS tax problems believe a tax lien to be the same as a tax levy. However there is a difference as we recently explained to taxpayers residing in Boca Raton and Pompano Beach.

Trusted and experienced tax representation you can rely on. Call for a Free Consultation

X Get a Free Copy of “Your Guide to IRS Tax Relief” Today!

Your Guide to IRS Tax Relief
A complete guide to resolving your IRS collection problems