I had a good experience with Rick and have a follow-up tax question. I don't have a cancelled check from tdAmeritrade for a wire transfer. What documentation will they provide, and who should I speak with for help?

March 8th, 2023

When can my CPA file my amended tax return (Form 1040X) electronically, and how long does it take to get an amended refund electronically versus a paper file?

February 21st, 2023

I tried doing my taxes and it got rejected because you guys don't have my birthday right in your records. I am currently located at Fort Campbell, Kentucky, I am 20 years old, have no dependents, and made approximately $23,887.19 this year. What should I do?

August 29th, 2024

I’m looking to buy a property as part of a relationship settlement agreement which was purchased 4 years ago. Do I need to pay tax on this? If I sell it two years later, does it hit the bright line test? The property is in a trust and will remain in that trust with my ex-partner resigning as trustee. Depending on which date applies, how long would I need to hold onto the property until the bright line test no longer applies?

October 16th, 2023

I need our 2019 AGI. I am 69 years old, my husband is 74, and we do not have other dependents. We file married filing jointly, and I made $47,061 this year. My husband receives Social Security. Is there anything else the Accountant should know before I connect you?

September 18th, 2023