Tax Preparation – Page 3

4

May

2011 Tax Changes for Businesses and Investors: Electronic Filing Requirements

In Money Tips, Tax Planning, Tax Preparation

The tax laws have seen a lot of changes over the past few years. To keep you up-to-date, we have summarized some the changes to for businesses and investors. Today we addressing EFTs. Beginning Jan. 1, 2011, employers must use electronic funds transfer (EFT) to make all federal tax deposits...

2

May

2011 Tax Changes for Businesses and Investors: Payment Reporting

In Money Tips, Tax Planning, Tax Preparation

Changes to the tax code have come into effect since January 1, 2011. To keep you up on how these changes may affect you, we have summarized some of these alterations. The IRS has made changes to the reporting requirements for payment card and third-party payment transactions. After 2010, information...

29

Apr

2011 Tax Changes for Businesses and Investors: Corporate Actions Reporting

In Money Tips, Tax Planning, Tax Preparation

There have been many changes to the tax laws over the past few years. To keep you informed, we have summarized some of these changes. Today, we are covering corporate actions reporting. As of January 1, 2011, organizations that issue “specified securities” must report actions that affect security basis made...

27

Apr

2011 Tax Changes for Businesses and Investors: Broker Reporting

In Money Tips, Tax Planning, Tax Preparation

Investors have been affected by the recent changes in tax law. The reporting required for brokers transferring covered securities alters the information shared with the IRS. Effective Jan. 1, 2011, every broker filing an information return reporting the gross proceeds of a “covered security” such as corporate stock, must include...

25

Apr

2011 Tax Changes for Businesses and Investors: Retained Workers Credit

In Money Tips, Tax Planning, Tax Preparation

Changes to the tax laws over the past few years will affect many of our clients. To keep you informed, we have been summarizing some of these changes. Today, we are covering the retained workers credit. Claiming “Retained workers” can qualify a business for up to $1000 credit in 2011...

20

Apr

New Tax Rules for 2011: Personal Income Taxes

In Money Tips, Tax Preparation, Tax Tips

Over the past few years there have been many changes to the tax code. To keep you informed, we have provided a summary of these modifications. Within the personal income tax realm, the following policies are in place for 2011. 1. Payroll tax holiday – Employees will pay only 4.2%...

14

Apr

HSA Tax Forms

In Money Tips, Tax Preparation

Health Savings Accounts provide an opportunity for individuals to reduce their taxable income as they set aside funds to cover medical expenses not covered by insurance, such as deductibles and prescriptions. There are however some reporting requirements. As you are finalizing your 2010 tax returns be sure you have the following forms ....

11

Apr

Printable Forms Available: Form WH-4 (Spanish)

In Money Tips, Tax Planning, Tax Preparation, Tax Tips

Indiana’s employee withholding tax form, with instructions in Spanish, is now available on our website for printing. If you have any questions on how to complete the form, please contact our office.

4

Apr

Printable Forms Available: Form W-4

In Money Tips, Tax Planning, Tax Preparation

Federal tax form W-4, the Employee’s Withholding Allowance Certificate, is just one of the many tax forms available on our website for printing. If you have any questions on completing the form, please contact us.

28

Mar

Printable Forms Available: Form 2848

In Money Tips, Tax Preparation, Tax Tips

Federal Tax Form 2848 is the Power of Attorney and Declaration of Representative form. If you have any questions about completing the needed information, contact us.

Tax Resources

2011 Tax Changes for Businesses and Investors: Electronic Filing Requirements

2011 Tax Changes for Businesses and Investors: Payment Reporting

2011 Tax Changes for Businesses and Investors: Corporate Actions Reporting

2011 Tax Changes for Businesses and Investors: Broker Reporting

2011 Tax Changes for Businesses and Investors: Retained Workers Credit

New Tax Rules for 2011: Personal Income Taxes

HSA Tax Forms

Printable Forms Available: Form WH-4 (Spanish)

Printable Forms Available: Form W-4

Printable Forms Available: Form 2848

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