Welcome

Complete Tax Solutions

Whether it’s finding every tax deduction you are entitled to, assisting you in resolving IRS issues or developing your long-term tax and tax planning strategies, we work hard to safeguard your hard earned income from excess tax liabilities. Let us help you save money and reap greater returns later.

Integrity & Responsibility

Trust is the cornerstone of a successful business or financial relationship. From providing honest advice based on sound analysis to saving trees with paperless options, we hold ourselves to the highest standards of client service. That means peace of mind for you.

Business Expertise with a Personal Touch

Your business needs help tracking numbers, but that doesn’t mean you should be treated like one. We have the expertise to handle a wide array of business accounting and tax issues, but we keep our team small enough to greet you by name and tailor our approach to your unique needs.

The US House of Representatives passed the Republican tax bill!

Thursday, May 22, the House passed the Republican tax bill to raise the cap on the state and local tax (SALT) tax deduction from $10,000 to $40,000. The cap phases out for taxpayers with a modified adjusted gross income of $500,000.

Other provisions in that bill make changes to 2017 Tax Cuts and Jobs Act set to expire at the end of 2025.

And other changes include:

• Makes the standard deduction permanent and temporarily increases the amounts
• Temporarily increases the child tax credit to $2,500
• Temporarily provides a deduction for qualified tips
• Permanently increases the estate and gift tax exemption, indexed for inflation
• Repeals most of the clean energy credits included in the Inflation Reduction Act
• Temporarily provides a car loan interest deduction
• Temporarily provides seniors with an additional standard deduction of $4,000
• Permanently provides for “Trump account” child savings accounts
• Limits tax benefits of itemized deductions to phase out the deduction by 2% for each dollar of AGI above the 37% bracket threshold

The tax package must still pass the Senate and be signed by the president before it becomes law. The bill is likely to be amended in the Senate because some senators have said they oppose some provisions in the legislation that passed the House.

IRS Online Account Access

Taxpayers who want to check their account information including balance, payments, tax records and more, can log into their IRS online account. It’s a simple and secure way to get information fast.

Taxpayers can view:

• Their payoff amount, which is updated for the current day
• The balance for each tax year for which they owe taxes
• Their payment history
• Key information from their most current tax return as originally filed
• Payment plan details if they have one
• Digital copies of select IRS notices
• Economic Impact Payments if they received any
• Their address on file

Taxpayers can also use their online account to:

• Select an electronic payment option.
• Set up an online payment agreement.
• Access tax records and transcripts.
• Approve and electronically sign Power of Attorney and Tax Information Authorization requests from their tax professional.

Taxpayer’s balance will update no more than once every 24 hours, usually overnight. Taxpayers should also allow 1 to 3 weeks for payments to show up in the payment history.

IRS IP PIN

An Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using your Social Security number (SSN) or Individual Taxpayer Identification Number (ITIN). The IP PIN is known only to you and the IRS. It helps us verify your identity when you file your electronic or paper tax return. Even though you may not have a filing requirement, an IP PIN still protects your account.

If you are a confirmed victim of tax-related identity theft and we have resolved your tax account issues, we’ll mail you a CP01A Notice with your new IP PIN each year.

If you don’t already have an IP PIN, you may get an IP PIN as a proactive step to protect yourself from tax-related identity theft. Anyone with an SSN or an ITIN can get an IP PIN including individuals living abroad.