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2010

January

The Facts of Oregon’s New Tax

Emotions run high on both sides of the campaign that ended Tuesday with a victory for the supporters of Measure 66 and 67.  Now the buzz is all about really trying to understand the new taxes.  How will the taxes affect you?  Everyone is talking about it, but misinformation seems…

Understanding the Making Work Pay Credit

Do you remember last April when your paychecks got a little fatter?  That was due to the Making Work Pay Credit which was the government’s 2009 method of stimulating the economy.  This credit is similar to 2008’s Recovery Rebate Credit in that it was a way for our federal government…

The Joys of Being Self Employed

So I’m way behind on my effort to give you valuable business and tax advice in the form of a monthly blog article that peaks your interest and solves your tax problems.  Things like filing payroll tax reports, deciding on a new web site and 2010 marketing campaign creep into…

2009

October

American Opportunity Credit helps pay for College

If college expenses are stretching your budget, you may be eligible for some tax relief.  The American Opportunity Credit replaces the existing Hope Credit for tax years 2009 and 2010.  Improvements have been made to this credit to make it available to a larger group of taxpayers. The credit is…

September

Does the IRS Terrify You?

Fear of the IRS and of the audit process is very high for most taxpayers.  Recently several clients called me because they received the dreaded letter from the IRS.  The letters vary in scope from a request for more information on mortgage interest deduction to a more detailed audit of…

August

Business Ingenuity Helps you Rise to New Challenges

Good old summertime is a quiet period in the tax business.  So I take some time to reflect, plan and brainstorm on business practices, tax challenges and the everyday grind that business owners face all throughout the year.  I read articles online and in business journals about business owners who…

June

The Tricks of Monitoring Cash Flow

Business ownership is a risky venture involving many hidden dangers.  The biggest hazard is that you have all kinds of important things to get done and you’re keeping at least 5 balls in the air at the same time, but losing your focus on the financial side of your business. …

May

How to be a Successful Entrepreneur

New small businesses are sprouting up around town by entrepreneurs as a result of forced opportunity.  Many smart business people who have lost their jobs to this economy are deciding to become entrepreneurs rather than engage in a long and arduous job hunt.  For some this is the kick in…

April

What To Do if You Owe the IRS

If you owe tax to the IRS but you can’t pay the full balance right now, you have some options.  Follow these tips to avoid additional penalties and interest.  First, file your taxes or file an extension by April 15th.  However, the extension does not grant you additional time to…

March

How to Safeguard your Records

As a tax preparer I have a fiduciary responsibility to keep your personal information confidential. I put in place safeguards to keep your information safe both physically and electronically. Individuals and business owners should put in place procedures to keep records available and keep them safe. Storing your records electronically…

February

Practical Business and Personal Practices for 2009

What are the factors that make your business or your personal life stressful, out of control and chaotic?  Is it the stack of papers on the kitchen counter of bills, invitations and grocery lists and you can’t find the paper you need to sign and send back to your child’s…

Five Tips for Taxpayers

You don’t want to pay any more tax that you have to and so here are some tips to help reduce your 2008 tax burden. 1. The 2008 Stimulus Payment that you received last spring or summer is not taxable income to you and most likely you received the correct…

January

Washington - Show Me the Money!

Barack Obama is moving quickly as he begins his work in the Oval Office.  First on his agenda is the task of gathering support for his economic stimulus plan.  On January 24, 2009, The New York Times laid out some of the details of the

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