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Author: Georgia Rogers

ProActive Tax SolutionsArticles posted by Georgia Rogers

What to do if the IRS Sends You a Letter?

Unless you are expecting a refund, no one likes to find an envelope from the IRS in their mail. Don’t panic, don’t call them and don’t ignore the letter. You are simply one of millions of Americans who receive a notice of some kind from the IRS. What are Some Reasons You’d Receive a Letter? It could be a notice of a minor adjustment or correction to a recently filed federal tax return. In that case, it will affect your refund, or your taxes owed. Additional information might be needed. Your identity might need to be verified. There may be a question...

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What Tax Penalties Exist Under the New Tax Law?

How you define a tax penalty will help to determine what has changed under the new tax law. Some changes, like those made to prior allowable deductions like providing a transportation fringe benefit to your employees, or the entertainment deduction now feel like penalties. We’ll leave those for another time. Let’s talk about the standard penalties. Now, we know, you don’t like to think about tax penalties. However, life happens and when it does, as a business person, it helps to know what you can expect. If you are late filing your tax return or in paying your tax liabilities you...

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What the Tax Law Changes Mean to Your Income

In a previous article we reviewed the number of changes contained in the tax overhaul, and what that means for individuals and businesses. Many tax payers are wondering about the changes to allowable deductions. Whether you are an employee, a freelancer, or a solopreneur you’ll want to note some of these changes. If You’re an Employee: Lost Deductions Many employee-related miscellaneous deductions were eliminated with the stroke of the pen in new tax law. For tax year 2017, employees still have the option to deduct work-related expenses that added up to more than 2 percent of their gross income, if the employer...

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The Tax Overhaul: What Every Business Owner Needs to Know

If you are wondering where your business deductions stand, you are not alone. In fact, questions abound about everything from employee withholding to how to determine what “qualified income” is for your business. Where to start? Most businesses are interested in the promised 20 percent tax reduction. Whether you operate your business as a sole proprietorship, partnership, or S corporation, your business can qualify for some, or all of the new 20 percent deduction. You can also include income you receive on your real estate investments, real estate investment trusts (REITs), publicly traded partnerships, and qualified cooperatives. How to Determine Qualified Income for...

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2018 Tax Law Help Available in Corte Madera

The new tax overhaul passed by Congress late last month, means you’ll need to prepare for accounting changes now.

It won’t come as much of a surprise to anyone following the process, that the administration is pushing for fast implementation of the changes.  However, not everyone is certain just how to make accurate estimates to withholding so that employers don’t end up under-withholding.


Tax Relief for North Bay Fire Victims

Firefighters are still battling to keep devastating wildfires under control in the North Bay.  Our hearts go out to the fire victims and those in the vicinity threatened by the fires. One ray of good news came from an unlikely source – the Internal Revenue Service (IRS). When the president declared the areas hit by the fires a disaster area, the IRS posted on their website the announcement of tax relief options for fire victims in these areas. Individuals and businesses in the following counties may qualify: Butte, Lake, Mendocino, Napa, Nevada, Orange, Solano, Sonoma, and Yuba.


The Tax Implications of an Estate

What are the Tax Implications if I Inherit, or am the Executor of an Estate?

There are times in life when asking questions is just the smart thing to do.

Until our tax codes are simplified, to answer a tax implication question can be time consuming and confusing.

Whether it is a simple Will, or a Will and a Trust it’s best to get informed advice.

The following are some frequently asked tax questions from clients who have inherited assets or are charged with disbursing someone’s assets after their death.


What Are the Tax Deductions for Telecommuters

In 2015, according to a Gallup poll, 37% of US workers telecommuted for work. reportedly saw a 36% increase in job seekers pursuing “telecommute” roles in 2016. The company also saw an 89.5% increase in the search term “remote jobs” being used by job seekers.

While many employees only telecommute 2 days a week, on average, you may be working from a home office on a more regular basis. If you are, you could be curious about the tax implications.