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David Bailey
2 days ago1 min read
BOI Update
The requirement of filing the Beneficial Ownership Information Report (BOI) has been temporarily suspended pending the outcome of a court...
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David Bailey
Nov 221 min read
New BOI Requirements
Under rules enacted in 2021 certain companies doing business in the US are required to report information about the individuals who...
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David Bailey
Aug 241 min read
Time is running out on the 2023 Tax Season
Extended due dates are fast approaching for the 2023 tax reporting season. Partnerships (1065) and S-Corps (1120-S) have until September...
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David Bailey
Feb 251 min read
Turning to thoughts of Spring
As we get to close out February, a little reminder that if you have a Partnership (Form 1065) or an S-Corp (Form 1120S), the filing...
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David Bailey
Jan 301 min read
The IRS is Open for Business
The IRS is now accepting tax returns for 2023 and they have opened their EFile function. The sooner you file (especially if you Efile)...
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David Bailey
Jan 161 min read
Tax Season Begins
Tax season has arrived. You should start receiving tax documents from employers (W-2), banks and brokers (1099 DIV, 1099 INT, etc.) in...
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David Bailey
Dec 6, 20231 min read
Last minute adjustments to reduce 2023 taxes
Even though it is already December, it is not to late to look at potential adjustments you can make to reduce your 2023 tax liability....
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David Bailey
Jul 10, 20231 min read
Tax Season in July
July is a great summer month with vacation plans, family gatherings and the 4th of July Celebrations. It's also a great month to give...
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David Bailey
Feb 12, 20231 min read
IRS Exempts Certain State Tax Refunds
Normally when a taxpayer receives a state tax refund, they may be subject to tax on the refund in the year in which it was received....
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David Bailey
Feb 7, 20231 min read
Check your Mailbox
Most, if not all required forms for preparing your tax return must be postmarked to you by January 31. You should have everything you...
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David Bailey
Jan 23, 20231 min read
Tax Season Has Started
The tax filing season has started. The IRS has officially started accepting 2022 tax returns today. File early, file electronically and...
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David Bailey
Jan 12, 20231 min read
Quarterly Tax Payment Reminder
Remember if you pay quarterly taxes for 2022, the last of the four payments is due January 17, 2013.
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David Bailey
Jan 6, 20231 min read
Tax Updates
January 6, 2023 - Recently Congress enacted a change to the tax code about how transactions in apps like Venmo, CashApp, Etsy, StubHub...
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David Bailey
Jan 4, 20231 min read
Tax Updates
Hello. I will be updating this Blog weekly with timely hints, reminders and trends affecting tax planning. I will also update for...
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