by Steven J Weil, PhD, EA, LCAM | Mar 22, 2023 | Blog, Personal Tax
Social Security income can be taxed at the federal level and at the state level, depending on your total income and where you live. At the federal level, your Social Security income is subject to taxation if your total income exceeds certain thresholds. The Social...
by Steven J Weil, PhD, EA, LCAM | Feb 22, 2023 | Blog, Personal Tax
Maybe you shouldn’t be. A tax refund is a reimbursement to taxpayers who have overpaid their taxes — often due to having employers withhold too much from paychecks. The U.S. Treasury estimates that nearly 3 quarters of taxpayers are over-withheld, resulting in...
by Steven J Weil, PhD, EA, LCAM | Jan 5, 2022 | Blog, Personal Tax
Now is the time to start getting your 2021 tax records together. be sure to set-up a safe place to keep your W2s, 1099s and other important tax information. Keep an eye open for letters from the IRS reporting the amounts of Economic Impact Payments your received and...
by Steven J Weil, PhD, EA, LCAM | Nov 9, 2021 | Blog
Pretending to be an IRS agent is one of the favorite tactics of scam artists according to the Better Business Bureau. The con artists impersonate the IRS, to either intimidate people into making payments over the phone or to send misleading emails tricking people into...
by Steven J Weil, PhD, EA, LCAM | Aug 6, 2021 | Blog, Personal Tax
The IRS is sending the fourth round of refunds related to the mid-tax-season change that made much of the unemployment received by tax payers not taxable after they had already filed their tax returns. These refunds effect the 13 million taxpayers who paid taxes on...
