Archive: March 2017


Should I pay my estimated taxes?

One of the questions we often receive from our individual tax clients when they find they owe taxes for any given year is – Do I have to pay my estimated taxes?  The short answer is yes, the long answer is maybe… The federal government is a pay-as-you-go tax.  In their view your annual withholding […]

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Understanding Social Security Benefits

When addressing social security issues with clients, particularly those under 40 years old, we are often told, “There will never be anything there for me.” This statement is concerning because it illustrates the lack of education our communities have received about the benefits provided by the Social Security System. Let’s start with an overview. During 2016, if […]

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