For the most part, the items here are questions/issues that clients often ask me about, and I find that it’s often easier for me to point them to a pre-written response and then ask them to follow up with me.
Please click on any of the links below for more information.
- Form W-4 for 2020 – General Advice
- New Tax Law for 2018 – Considerations
- Expense categories for self-employment and rentals
- Why do I owe so much this year?
- What should I claim on my W-4?
- Why is my refund delayed this year?
- How will my tax situation change if… ?
- For-profit business vs. not-for-profit hobby
- Estimated tax payments
- Extensions, late filing, and penalties
- Married filing jointly, splitting a refund (or tax due)