Tax Planning Checklist cover

Tax Planning Checklist – stop wasting time trying to organize files at the last minute.

Jan 15: Beginning of Tax Season Delayed to Feb. 12

Jan. 8: The New Round Of PPP Loans (Round 2)

Jan. 5: State Tax Changes Effective Jan. 1 Learn more
Dec. 27: Trump signs massive measure funding government, COVID relief

Dec. 22: IRS Issues 2021 Mileage Rates for Business, Medical, Charity Travel

Dec. 17: Steps to Take Now to Get a Jump on Your Taxes. Learn more.

Oct. 28: FBAR filing due 10/31 unless you’ve been impacted by a natural disaster. Then it’s due 12/31/20. Learn more.

Oct. 27: IRS sets 11/10 as National Economic Impact Payment Registration Day. What this means for you.

Oct. 10: IRS issued the 2021 annual inflation adjustments and tax rate tables for individuals and estates and trusts. Learn more.

Sept 30: IRS has a new tax guide for members of the military. Learn more.