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Tax Record Retention Guidelines for Individuals

April 24, 2018 Blog

What 2017 tax records can you toss once you’ve filed your 2017 return? The answer is simple: none. You need to hold on to all of your 2017 tax records for now. Read More

Individual Tax Calendar: Important Deadlines for the Remainder of 2018

April 17, 2018 Blog

While April 15 (April 17 this year) is the main tax deadline on most individual taxpayers’ minds, there are others through the rest of the year that you also need to be aware of. To help you make sure you don’t miss any important 2018 deadlines, here’s a look at when some key tax-related forms, payments and other actions are due. Read More

Haven’t Filed Your 2017 Income Tax Return Yet? Beware of These Pitfalls

April 10, 2018 Blog

The federal income tax filing deadline is slightly later than usual this year — April 17 — but it’s now nearly upon us. So, if you haven’t filed your individual return yet, you may be thinking about an extension. Read More

You Still Have Time to Make 2017 IRA Contributions

April 4, 2018 Blog

Tax-advantaged retirement plans like IRAs allow your money to grow tax-deferred — or, in the case of Roth accounts, tax-free. The deadline for 2017 contributions is April 17, 2018. Read More

Can You Claim Your Elderly Parent as a Dependent on Your Tax Return?

March 27, 2018 Blog

Perhaps. It depends on several factors, such as your parent’s income and how much financial support you provided. Read More