Tax Preparation

IRS Efforts to Thwart Scammers Can Delay Refunds
Tax Preparation

IRS Efforts to Thwart Scammers Can Delay Refunds

Steven J.J. Weisman, Esq. | May 6, 2019

A new IRS procedure to verify identities and thwart scammers can delay your refund and give scammers a new opening to scam you. Here’s how to win.

Choose Wise Asset “Location,” Not Just Asset Allocation
The Pay-Less-Tax Man

Choose Wise Asset “Location,” Not Just Asset Allocation

Edward Mendlowitz, CPA, ABV, PFS | April 29, 2019

Here are some ways to save taxes by shifting around some of your investments among taxable and tax-advantaged accounts.

Dealing With Tax Return Filing Extensions, Delinquent Returns and Amended Returns
The Pay-Less-Tax Man

Dealing With Tax Return Filing Extensions, Delinquent Returns and Amended Returns

Edward Mendlowitz, CPA, ABV, PFS | April 1, 2019

Here are issues to be aware of when filing a tax return past the due date or amending a return.

Avoid These Red Flags That Can Cause Audits
The Pay-Less-Tax Man

Avoid These Red Flags That Can Cause Audits

Edward Mendlowitz, CPA, ABV, PFS | March 4, 2019

There are various ways to deal with red flags to avoid an IRA audit. Here are 15 key ways.

How to Keep Your Tax-Prep Fees Low—From a Tax Preparer
The Pay-Less-Tax Man

How to Keep Your Tax-Prep Fees Low—From a Tax Preparer

Edward Mendlowitz, CPA, ABV, PFS | February 4, 2019

What you do during tax season and all year—and even what kinds of investments you choose—can optimize your time and reduce your tax-prep costs.

The New 1040 Form Is Not So Simple
Tax Preparation

The New 1040 Form Is Not So Simple

Greg Rosica, CPA, CFP | September 14, 2018

The 1040 tax form has shrunk for 2018, but that doesn’t necessarily make your taxes simpler or quicker to fill out.

Substantiate Your Deductions…Or Kiss Them Good-bye
The Pay-Less-Tax Man

Substantiate Your Deductions…Or Kiss Them Good-bye

Edward Mendlowitz, CPA, ABV, PFS | October 16, 2017

Many tax filers claim legitimate deductions only to have them disallowed because they can’t substantiate them. Here’s how to prove all your deductions.

Questions to Ask When Hiring a Tax Preparer
Tax Preparation

Questions to Ask When Hiring a Tax Preparer

Scott Estill | August 21, 2016

Enlisting a professional to prepare your taxes can help ensure that your return is completed in the best possible way—and…

Last-Minute Tax Help From Ed Mendlowitz, CPA
Tax Preparation

Last-Minute Tax Help From Ed Mendlowitz, CPA

Edward Mendlowitz, CPA, ABV, PFS | March 31, 2014

Whether you are single or married, low- or middle-income or wealthy, you probably have some pressing last-minute income tax questions…

When Not to File an Amended Return
Tax Preparation

When Not to File an Amended Return

Edward Mendlowitz, CPA, ABV, PFS | March 26, 2014

Do you ever have second thoughts about the tax returns you filed months ago? Despite those second thoughts, it's not…

Will Your Tax Preparer Get You in Trouble?
Tax Preparation

Will Your Tax Preparer Get You in Trouble?

Scott Estill | March 26, 2014

If he makes a mistake, you pay the price Each year, taxpayers turn to professionals for help in preparing 82…

7 Tricky Tax Return Questions—Answered!
Tax Preparation

7 Tricky Tax Return Questions—Answered!

Gregg R. Wind, CPA | February 28, 2014

Don't Get Tripped Up by the New Rules Each new year brings tricky changes in the tax code, creating confusion…

Is Your Tax Return Asking for an Audit?
Tax Preparation

Is Your Tax Return Asking for an Audit?

Barbara Weltman, Esq. | September 6, 2012

Red Flags to Avoid An IRS audit. It's what taxpayers most dread as they prepare their returns and what 1.3…

10 Questions to Ask a Tax Preparer
Tax Preparation

10 Questions to Ask a Tax Preparer

Martin S. Kaplan, CPA | August 24, 2012

If you can do your taxes on your own, fine. But taxes have become so complex that you may want…

What Your Accountant Won’t Tell You (Because He May Not Know)
Tax Preparation

What Your Accountant Won’t Tell You (Because He May Not Know)

Gregg R. Wind, CPA | August 10, 2012

A Top CPA answers the new tax questions Many taxpayers are delaying filing this year. There are new tax rules…