What's New
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Want to know the Top Dozen Audit Red Flags ?
Kiplinger’s has compiled a list of common audit triggers. Click here to see if your returns is drawing extra scrutiny.
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Tax Time 2012 is upon us !
We are very grateful for the confidence and trust you continue to place in us, and look forward to working closely with you during the coming year.
Individual income tax return checklist and personalized tax Organizers were mailed to our clients on January 13, 2012. If you did not receive a checklist or if would prefer a personalized Organizer, please contact the office at (401) 334-1700 and we will be happy to get it right out to you.
Additionally, if you have a friend or family member who needs financial, business, or tax advice, please do not hesitate to refer them to our office. We would be glad to share our expert knowledge and experience with them.
May the New Year bring you peace and good health.
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If you want to track your tax refund, you can follow this link to track the status of your refund with the tax authorities.
Additionally, here is a link to IRS Form W-4 if you would like to adjust your income tax withholding.
Need a Tax Return Transcript ?
You can order a free one on the IRS website. Delivery time is normally five (5) to ten (10) days if ordered online or by telephone.
Are you are Missing a W-2 ?
The IRS has specific guidelines on the procedure if you do not receive a W-2 from your employer. Detailed instructions are on the IRS website here.
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Where do you rank as a taxpayer?
Here is an article from the Kiplinger Washington Editors that can tell you.
IRS Audits !
Random audits by the IRS of S Corporations have borne fruit! They are uncovering several areas of broad noncompliance that are targeted for future scrutiny: Travel costs, meals and entertainment, car and truck expenses, expensing of tools and supplies and taking profits as dividends (in order to avoid paying payroll taxes).
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Planning for College ?
We can help! Our friends Louisa and Gayle are experts in helping parents and their children select majors, colleges, and the proper way to apply for and obtain financial aid and other means of financing the cost of college education.
Please contact us or visit their website.
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We can help you invest your money !
Although we still continue to utilize the services of several other outstanding Investment Advisors, we have the investment services of Jonathan H. Harris, CLU, ChFC, available in our office.
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Services
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Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales. |
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Our Firm
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Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest. |
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Free Reports, Newsletters, anc Calculators
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Reduce your taxes... Make better business decisions... and learn how to grow your wealth by reading our Free Reports on financial strategies for business owners, individuals, and investors. You also get the latest breaking tax saving strategies in our monthly newsletter. |
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