I had an accident client come in to sign a release. After we had taken care of our legal business, we began to chat about taxes. He asked me if I put my name on the tax returns that I file, and I told him that I did. He told me that there is another […]
Do Not Trust The Tax Preparer Who Does Not Put His Name On The Return Read More »
I had a very happy client come visit me this week. She had hired another tax preparer to do her taxes. However, she did not receive her refund. She had claimed an Earned Income Tax Credit and the Internal Revenue Service challenged it. She went to see her tax preparer, but he closes right after
We Fixed An Earned Income Credit Problem This Week Read More »
When people ask me about my tax experience I will sometimes reply that I have been doing my tax return since I was a teenager, and I have yet to encounter a client whose taxes are more complicated than mine. Not only do I own my own business, a law firm, but my wife and
The Importance Of Tax Record Keeping – Part Iii – My Own Record Keeping Process Read More »
I have a client. I will name him “Jed”. Jed is a craftsman. He is a contractor. It really does not matter what his trade is, just know that he is very good at what he does and he has done a fair amount of work for me. He has done work for a number
The Importance Of Tax Record Keeping Part Ii – A Client Success Story Read More »
I enjoy blogging as it gives me a forum to discuss some of the issues that I see come into my office in the course of my practice. I particularly enjoy blogging about taxes because being both a tax preparer and an attorney, people come to see me about problems that were caused by other
Documentation And The Earned Income Credit Read More »
I recently had two people come to see me about tax problems. I did the taxes for one. Another tax preparer did them for the other. My client was able to meet with me regarding his issue. The other client cannot find her tax preparer, because he goes away after the tax season. My client
A Tale Of Two Tax Clients Read More »
When people without health insurance file their taxes this year, many are going to be in for an unpleasant surprise. The “individual mandate” under the Affordable Care Act, commonly known as “Obamacare” or ACA, kicks in this year. In Massachusetts we have a lot of familiarity with individual mandates, because “Romneycare” has one too. However,
Exemptions Under The Affordable Care Act (“Obamacare”) Read More »
I have written previously about my favorite Fall Bankruptcy Payment Plan. The link to that blog is here and the link to the section of my website where I also discuss this is here. Now, I am discussing it again, but this time I am throwing in a free tax return for people who take advantage of it.
Bankruptcy, Taxes, Payment Plans And A Special Deal Read More »
I am lumping bankruptcy and taxes together for two reasons. The first is that these are my other two areas of practice. I have done thousands of bankruptcies in the past and I am a tax preparer as well. So these are major practice areas of my firm. I do not believe that anyone whose
Facebook, Other Social Media And Bankruptcy And Taxes Read More »
This week I had a couple come in to do their personal and business taxes. They bought a Thai Restaurant in 2013 and set it up as an LLC. They did file for an extension on their 2013 taxes, so they had until October 15 to file. They were worried that they waited too long
I Did A New Restaurant’s Taxes In September Read More »
