I have received two letters from the IRS stating they are holding my 2021 tax refund. I have tried contacting them by phone without success. What information do you need from me to help resolve this issue?

June 10th, 2023

I received a tax bill from my city stating that municipal income tax rules require tax to be paid on deferred income like 401k and Keogh plans at the time of deferral. Is this true, and can they tax my 401k before I use it?

November 21st, 2023

For some reason, my address is wrong by 1 number. My neighbors keep getting my mail, but only mail from the IRS. Where are you currently located? Do you have any dependents? What is your typical filing status? Do you know roughly what you made this year? Is there anything else the Accountant should know before I connect you? We just got married, so we are going together for the first time this year.

April 3rd, 2024

How can I get my stimulus checks if I haven't filed taxes since 2019 and I am 67 years old, receiving $938.00 per month, with no minor dependents?

May 1st, 2023

We have a customer who will be closing his C-Corp and transferring assets to an S-Corp. The C-Corp has three owners, while the S-Corp will have two owners. What are the tax implications for doing this, particularly regarding cash distribution as dividends and the liquidation of equipment that has been fully or partially depreciated among shareholders?

May 7th, 2023