by Lori Bowden | Aug 2, 2025 | Business, Individuals, Newsletter, Taxes
If your federal tax withholding isn’t enough to cover your total tax liability, you may need to make estimated tax payments. This typically applies if you have income from sources such as interest, dividends, capital gains or self-employment. The following rules...
by Lori Bowden | Jul 4, 2025 | Business, Individuals, Newsletter, Taxes
On July 4, 2025, President Trump signed into law a sweeping tax bill that makes many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) permanent and introduces new incentives and changes that will impact individuals and businesses alike. Below is a summary of the...
by Lori Bowden | Jul 3, 2025 | Business, Individuals, Newsletter, Taxes
The Document Locker, Document Request List, and “Send to Accountant” button are powerful tools designed to streamline document sharing and keep both clients and firms aligned throughout the engagement process. Please remember to notify your tax professional once...
by Lori Bowden | Jul 2, 2025 | Business, Individuals, Newsletter, Taxes
Once a tax return is filed, most people breathe a little easier. But it’s not uncommon to realize too late that something was left off a return, figures were misreported or some other error was made. Accuracy is essential, but, depending on the type of error, an...
by Lori Bowden | Jun 2, 2025 | Business, Individuals, Taxes, Uncategorized
This platform makes it easier and safer for you to work with us during tax season (and beyond). Here’s what you need to know: What You Can Expect Easy Access You should have received an email invitation with a link to the portal from noreply@wolterskluwer.com. No new...
by Lori Bowden | Jun 1, 2025 | Individuals, Newsletter, Taxes
The IRS will stop issuing paper checks for tax refunds and accepting paper checks for payments starting September 30, 2025. This change is part of Executive Order 14247, Modernizing Payments To and From America’s Bank Account, signed by President Trump on March 25,...
