Category: Taxes


Checklist and guideline of information needed for your taxes

It’s that time of year again—tax time!  Now is a great time to start gathering your information that is needed to prepare your tax return. Below, is a basic checklist of what items to keep in mind as you start the process of gathering information. This also includes what you may need when you meet with […]

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Break-even or Larger Refund – Should You Adjust Your Withholding?

Are you someone who strives to break-even at tax time so you have more money each check? Or are you someone who likes getting the larger refund? Some individuals have a hard time saving throughout the year so they choose to have more tax withheld.  In doing this they feel they can use the larger refund for […]

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How to Determine if You Qualify for Military Tax Benefits

Did you know that if you are an eligible military member who served in a combat zone, the IRS can exclude your income from taxation? Here is a summary of the policy: First, you must be an eligible member: Secondly, you must be serving or have served in a designated combat zone during the tax […]

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Summer jobs and taxes-what your teenager needs to know!

Do you have a teenager that is looking for a summer job or already has one? Summer jobs are great for earning extra spending money. Yet your kids should know that taxes still need to be withheld and paid.  Here are a few things they should keep in mind when it comes to their paycheck s […]

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Are you a depreciation novice? If you’re purchasing rental or investment property, hopefully not!

As I was vacationing on the lovely shores of eastern Florida, I’ll admit, the brief thought wandered through my head…it’s so gorgeous here, why not buy a rental property? I became just a little bit addicted to watching the boats go — and who wouldn’t? 🙂 Then my “finance” brain kicks in and I become […]

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