Tax Fraud, Identity Theft and the IRS
Tax Fraud Alert: Recently reports have begun to trickle in about taxpayers receiving IRS Letter 5071C. Letter 5071C is a standard letter issued by the IRS when it needs taxpayers to confirm personal information. If you receive Letter 5071C, there will be contact...How To Be Prepared For Your Tax Preparer
Soon you will have the information you need to file your taxes, it’s time to be proactive and get things done! Showing up at your accountant’s office on April 14th with a shoebox full of receipts is not going to do you any favors – in fact, it could cost you a...Start Your Taxes Now And Be Done In January
The days are getting shorter as your accountant savors the last few months of peace before the End-of-Year rush revs into gear. You like your accountant, why not make his or her job easier? I’ve put together a list of some of the things you should be thinking about...Getting Your Documents Together at the End of the Year
End of year preparations are in full swing at Judith Heft & Associates, and today I’d like to share some of the best practices we have developed over the past 18 years. We start with three folders for each client: Anything that’s going to be on a client’s income...It’s a Taxing Time for Everyone
It’s March, which means your accountant is ready for your tax paperwork. Here is a guide to what you’ll need: W-2’s – Wages and tax statements 1099’s – Taxable income, interest dividends and self-employed income Schedule K-1’s – Income or loss from a...
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