A Smart TAX Services

The federal government estimates that 60% of individuals use paid preparers to complete and submit their tax returns. If you are one of these people, it’s important to get started right away so you can have a successful tax return experience. This year, 2017 federal ta...

It’s easier than you think!

It’s easier than you think!

A little well directed energy can make doing your tax return less taxing. Here’s how….

Be Prepared: It’s easy. Keep everything. The most basic record keeping is “Brown Bagging”. Keep all your receipts (yes, even the...

Uber Tax Guide

A free how-to guide for Lyft and Uber drivers written by a professional accountant/tax preparer.

When you drive for Uber, you are regarded as an independent contractor, not an employee. This means that at the end of the year, you will receive a 1099 form r...

2016 TAX PREP CHECKLIST

Dependent(S) Information

•  Dates of birth and social security numbers or tax ID numbers

•  Childcare records (including the provider's tax ID number) if applicable

•  Income of other adults in your home

•  Form 8332 showing that the ch...

Healthcare Coverage 

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 Limits are increasing for tax-deferred Medical Savings Accounts (MSAs) for the self-employed. The maximum deductible amount for out-of-pocket expenses for self-only coverage ($4,500), the deductible limit on a plan with family coverage ($6...