I have set up a payment plan but the first payment is due on the 16th, and the funds will not be available until the 24th. Is there any way to change the initial payment to the 24th?

March 27th, 2024

We received a $50,000 gift for our LLC Partnership with five members. The gift was made to the LLC, but we want to distribute $25,000 each to two specific members to help with their unexpected bills. How should we record this transaction in our accounting software, and what categories should we use for both receiving and distributing the funds?

September 4th, 2024

I need to amend my 2020 and 2021 tax forms because I didn't retrieve necessary documents from Fidelity due to my retirement. I used TurboTax on my computer, but I don't remember the ID and password for 2020. I have copies of my forms from Fidelity showing where I paid Federal taxes up front for 401k and pension plans. The IRS says I owe money, which I believe should offset each other, minus penalties. What steps should I take to amend these tax forms?

April 19th, 2023

I received a CP14 notice for tax year 21 and would like to make an appointment to discuss how to resolve it. Can I come in for an appointment tomorrow?

July 25th, 2024

I made a mistake in my IRS filing on Form 1040-SR. Instead of carrying over an amount of $1101 on line 33 to line 34, I entered the amount of $1032, thus affecting my refund. Do I need to file an amended return?

August 11th, 2024