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10August

Smart Tip: How to use your tax return to guide your investment decisions

Unfortunately, we find that most tax preparers focus solely on filing your tax returns, instead of trying to utilize that information to help you plan and minimize taxes on your future returns….

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7July

Unclaimed Money: How to find money you never knew you lost

Unclaimed money essentially can be hidden in many locations – abandoned bank and investment accounts, uncashed dividend checks and payments, tax refunds and funds due from canceled insurance policies. In 2012, about…

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7March

Identity Theft 2.0: Phony Tax Return Scams

In February, there were reports that phony tax returns filed through Intuit’s TurboTax software were appearing in large numbers. This general problem is not new – the IRS estimated that it paid…

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