Considerations for Taxpayers Who Need to Amend a Return

May 23rd, 2018|0 Comments

Taxpayers who discover they made a mistake on their tax returns after filing can file an amended tax return to correct it. This includes changing the filing […]

Missed the 2017 tax return filing or payment deadline? Here is what you need to do

May 15th, 2018|0 Comments

The 2017 federal income tax-filing deadline has passed for most people who did not extend the filing date for the 2017 tax return. So, the people who […]

How Long Should I Maintain My Tax Records?

May 14th, 2018|0 Comments

I am often asked, “how many years of records do I need to keep?” As a general rule, I advise clients to keep seven (7) years […]


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