We welcome you to read our newsletters, firm policies and information and submit your accounting or other files to us using the resources below.
Helpful Articles
Economic impact payments: What you need to know
Check IRS.gov for the latest information: No action needed by most people at this time IR-2020-61, March 30, 2020 WASHINGTON — The Treasury Department and the Internal Revenue Service today announced that distribution of economic…
Tips to help taxpayers make sure their donations go to legitimate charities
When disaster strikes, Americans can always be counted on to help. That help comes in countless ways, but often the easiest way to help is by donating money to charities. Sadly, criminals are just as…
Taxpayers can take steps now to get ready to file their taxes in 2020
There are steps you can take now to make sure your tax filing experience goes smoothly next year. First, you can visit the Get Ready page on IRS.gov to find out more. Here are a few other…
Seven Steps for Making Identity Protection Part of Your Routine
The theft of your identity, especially personal information such as your name, Social Security number, address and children’s names, can be traumatic and frustrating. In this online era, it’s important to always be on guard….
Answers to Five of Your Questions about the Premium Tax Credit
The premium tax credit is a refundable credit that helps eligible individuals and families with low or moderate income afford health insurance purchased through a Health Insurance Marketplace. To get this credit, you must meet…
People should donate carefully after a disaster to avoid scams
After an emergency or disaster, people rally to help victims by donating money. Unfortunately, this can give criminals an opportunity to prey on them by soliciting donations for fake charities. Scammers may also pose as…
Taxpayers should know the signs of a phone scam, especially during filing season
Taxpayers should be aware that aggressive criminals pose as IRS agents in hopes of stealing money or personal information. The tax filing season is a prime time for phone scams because people are thinking about…
Attention teachers: Those school expenses might be tax deductible
School may look a little different this year, but eligible teachers and other educators can still deduct certain unreimbursed expenses on their tax return next year. Who is considered an eligible educator: The taxpayer must…
Contact Us
Contact Stefforia, Petik & Carlson for Tax Planning and Preparation today!