To help organize paperwork before your appointment, use this Short Tax Organizer.
For more complicated returns, use this Complete Tax Organizer.
Over the next two years, many parents and college students will be able to receive a credit to help offset the cost of college. The new credit is called the American Opportunity Tax Credit and expands (and renames) the Hope credit.
Expenses which qualify for the credit include qualified tuition, related fees, books and other course [...]
The credit for taxpayers who make energy efficient improvements to their principal residences has been revised and reinstated for tax years 2009 and 2010.
The credit rate is 30% of the cost of all qualifying improvements with a maximum credit of $1,500.
The credit applies to insulation, windows, roofing and heating and air conditioning systems however the [...]
Many of you know about the First-Time Homebuyer’s Credit since it has been around for a couple of years now. The rules vary depending on when you purchased your home. The credit has now been extended and expands the number of people who qualify.
Here are a few things to know about the expanded credit and [...]
Secure document sharing has been changed for Tax Year 2010. Please click the Lockbox tab above.
Document Security – Using the Internet
Using the Internet to share documents with sensitive information, poses some degree of security risk. That’s not to say that faxes and postal mail are any more secure.
There are three types of risk associated with [...]