I need to change my address for Social Security. I forgot all my login info and I don’t know if it’s the same email associated with the account. What should I do?

June 10th, 2023

We spent $70,000 of our own money to restore our property to its original condition with new cabinets, appliances, HVAC, and received $140,000 in insurance proceeds. Is the $70,000 difference between the insurance payout and our actual expenses taxable, and how does this affect our adjusted basis and potential capital gains tax on the sale of the property?

June 27th, 2023

I need a telephone call with a tax expert. I am 56 years old, located in Tulsa, OK, with no dependents, and made $70,500 this year. My filing status is single. I also have a question about an ESOP payment that I may receive from a former employer this year. What will be my taxes this year, and what are the tax implications of the ESOP payment?

September 11th, 2023

I have been named the executor of my mother's estate. I know she filed an extension request days before dying, but her tax preparer told me that her 'Personal Rep/attorney' would file for her. That person has now been fired, won't return my mother's tax documents, and we have opened probate with a new attorney as there is no original will or trust. Not sure where to start in tracking things down, but I'd like to find out if the fired attorney filed anything with the IRS. Mom's old tax preparer will not discuss! Any advice?

August 5th, 2024

My client has a HSA account through his job. He contributed the max of $7,300 through a cafeteria plan under section 125. Why does it show as non-deductible and is transferred to form 5329?

December 29th, 2023