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.

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.

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.

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.

Last Year’s Ambulance Ride May Pay You Back

If you haven’t already done so, you’re probably gathering all of your tax information to give to your financial advisor. Throughout all of the paperwork, you may discover some hefty medical expenses and you may be wondering if you can get a refund for these expenses. One of the most common questions tax preparers are … Continued

Three Things You Need To Know About the Pease Limitation

A slew of tax provision changes hit taxpayers in 2013. Many of these changes were the result of the American Taxpayer Relief Act of 2012 (ATRA), which either introduced certain tax provisions, or caused them to expire. One particular provision that was delayed by the ATRA was the Pease limitation. But guess what? It’s back … Continued

Identity Theft Prevention

This time of year, we are meeting with the majority of our clients. As we meet to discuss taxes, it seems that everyone has a story to tell.  Unfortunately, identity theft is a common theme in these stories. It’s happened to our clients and their acquaintances more regularly than we’d like to admit. Identify theft … Continued