Lisa Beamer – Rea CPA
Author
Oct 1, 2019
Blog

Does The IRS Care About Your Fantasy Football Team?

The game may be "fantasy" but the money is real.
Author
May 9, 2019
Blog

School Days, School Days

Ohio's tax-free holiday is a good way to save on back-to-school items. Read on to learn about more school-related tax savings.
Author
Mar 26, 2019
Blog

When It Comes To The IRS, It’s All About The Small Victories

The IRS has lowered the penalty relief threshold to 80 percent. Keep reading to learn what this change means to you.
Author
Jul 18, 2018
Blog

Form 1040 Gets A Face Lift

When tax season arrives once more, taxpayers will be greeted by a new Form 1040. Read on to learn more about this shorter, simplified form.
Author
Jul 10, 2018
Blog

Tax-Free Holiday Weekend Is Now An Annual Event

It's time to plan your back-to-school shopping trip. Find out when Ohio's Sales Tax Holiday weekend takes effect.
Author
Jan 9, 2018
Blog

New Year, New 529 Plan Deduction

For the last 17 years, the maximum yearly deduction for those who invest in a CollegeAdvantage 529 plan was set at $2,000 per account, but with the New Year comes a new maximum deduction. Keep reading to learn more.
Author
Dec 6, 2017
Blog

Make Tax Season A Little Less Painful

Sure, you think tax season is just a blip on your radar now but in reality, in only a few short months, you’ll be scrambling to have your tax documents completed. Read on to discover how to make tax season less painful.
Author
Jun 29, 2017
Blog

Mark Your Calendars: Ohio Department of Taxation Announces 2017 Tax Free Holiday Weekend

While you may not be quite ready to make your back-to-school shopping trip plans yet, the Ohio Department of Taxation is sending you a Save the Date in advance of this year’s Ohio Tax Free Holiday Weekend.
Author
Jun 9, 2017
Blog

Failure To File

Did you receive a ‘Failure to File’ notice from the Ohio Department of Taxation? Don’t sweat it; you’re not the only person dealing with it. Read on to learn more about your options.
 
May 12, 2020
Podcast

Episode 232: How Changes To Retirement Plans Make Everybody More Secure

Wendy breaks down the Setting Every Community Up For Retirement Enhancement (SECURE) Act on this episode of unsuitable on Rea Radio.