I received a letter dated 5/23/22 stating I am due a refund of $516 for changes to my 2020 form 1040. I have not received that refund. Why?

October 2nd, 2024

I filed my taxes a few days ago but mistakenly provided an old bank account number. I later found another 1099 form and my tax lady did an amendment. However, the IRS didn't take the money from my bank account. Do I need to do something about it?

July 22nd, 2023

I overfunded my IRAs by about $1500 this year. Can I take this out of the principal without incurring a penalty for early distribution and without tax penalties if I do this before the end of the year?

December 18th, 2024

I made an error on my 2018 IRS return by not reporting $140,000 from the disbursement of a trust, and now I owe $26,000 in taxes. What can I do to resolve this issue, and what is your fee for assistance?

January 7th, 2024

I received a letter from the IRS stating that they received an income tax return for me, which I did not file. I am worried about identity theft, since I gave all my personal information to someone I thought loved me, but was in fact a scammer. What should I do to address this issue and protect myself?

December 7th, 2024