Do I need to keep track of deductions?

Taxpayers have the option of using the standard deduction or to itemize their deductions. Taking the standard deduction requires no supporting documentation. Itemizing deductions requires you keep up with your documentation and is not the best option if they are less than the standard. Note: I hear many clients say that they “can’t use” their […]

2023 Season Updates and Mailing

The 2023 filing season is almost here! The annual mailing was delivered to the post office today, and clients should start receiving them this week. The mailing is a letter rather than a postcard this year. The content is below: Many of you are aware, but I have encountered some who don’t know that my […]