Last week marked the one year anniversary of the CARES Act (stimulus round 1). This was such a monstrous piece of legislation, it’s still being unraveled. It made "Obamacare" (ACA) and the "Trump Tax Cuts" (TCJA) seem like junior league tweaks.We had not before seen a...

It seems like crooks these days keep finding new ways to trick people here in Cleveland into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in Cleveland who are paying attention (because let's...

We can't electronically submit tax returns to the IRS until Friday, February 12. Nobody can.But that doesn't mean we can't help you get started. In fact, we're already in process with a few Cleveland clients, and more and more are contacting us every day. If you...

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from Cleveland who trust us with their most sensitive financial details -- and we don't take that...

Well, our primary work for this tax season in Cleveland has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in Cleveland, we make it a point to do a bit more than simply "fill out forms" on your behalf. I'll...

The longest day of the year (Sunday the 20th) is next week, the official start of summer. We're taking our cues from the season and steadily working through extensions and year-round planning moves.AND we're also finding ourselves helping some Cleveland people who...

I normally don't send these special bulletins, but I wanted to get this to Cleveland parents ASAP.You probably heard on the news that the IRS is sending out "advance payments" of $250 - $300 per month for children.The first advance child tax credit payments went out...

So, you got that stimulus check (or, as the government wants to call it, your "Economic Stimulus Payment")...What next for Cleveland families and individuals?Please use these funds wisely.If I could sum up my advice for next steps, it would be this: act like you did...

5 Next Steps for Tax Return ReviewSoooooo, what now? I'm glad you (ahem) asked.Just because tax season is over, doesn’t mean we’re not still here for you.In fact, with the IRS experiencing a litany of problems right now, we’ll gently recommend a little tax return...

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...