Tax Credits
Valued GBE Clients, IRS letters will arrive The IRS announced it has started sending letters to more than 36 million American families who may be eligible for the expanded child tax credit and monthly payments set to begin in July. Income limitations Phaseout of the...
Retirement
If you have money invested in an Individual Retirement Account you will be receiving a Form 5498 from TD Ameritrade or your stock brokerage firm in the mail the next 2-4 weeks. What is it? Form 5498 is information sent to the IRS by the trustees of Traditional, Roth,...
Thank You
Whether you have been with us for over twenty years or just started working with our firm this tax season – we want to take a moment and say thank you. Thank you for the opportunity to serve you. Thank you for trusting us with your taxes, investments, bookkeeping,...
Income Tax
Where’s My Refund? If you are so fortunate as to receive a refund this year, it may take up to 30 days to receive it. Jealous that your friends and family have already received theirs? Don’t message your accountant…simply use the government-provided information...
Income Tax
GBE Clients, It has been an interesting start to our filing season as the federal and state tax rules seem to be changing by the minute. After receiving some early tax info, we thought it might be helpful provide a few reminders and tips when sending in your documents...
