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Tag: ‘Tax Return’

Earned Income Tax Credit…Spread the Word!

Posted Jan 3 2012 by Craig Lloyd in Economy, Tax Services, Tax Services - Individual, Uncategorized with 0 Comments

The IRS encouraging tax professionals and taxpayers, in general, to help spread the word of the Earned Income Tax Credit (EITC). As a CPA, I am doing my part to make a blog post on my website and spread it via various social media. I am encouraging you to repost, retweet, etc to help spread …

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Go Green in 2011? Home Energy Tax Credits Still Available

Posted Dec 9 2011 by Craig Lloyd in Real Estate, Tax Services, Tax Services - Individual with 0 Comments

Going green will save you green. There were two tax credits available to taxpayers in 2011 for their efforts to conserve energy and make their homes more green friendly. These tax credits were the Nonbusiness Energy Property Credit and the Residential Energy Efficient Property Credit. If eligible, homeowners can claim these tax credits on Form 5695 when …

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Tax Return Filing Options – Do It Yourself

Posted Dec 5 2011 by Craig Lloyd in Tax Services, Tax Services - Business, Tax Services - Individual with 0 Comments

As a CPA and provider of tax services, I have seen thousands of tax returns and have dealt with various tax preparation software. Through these experiences I have dealt with many different clients from all walks of life and sizes. Each individual or small business owner has their own method of recording their transactions and …

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How does moving affect your 1040 tax return filing?

Posted Nov 10 2011 by Craig Lloyd in Tax Services, Tax Services - Individual, Uncategorized with 0 Comments

Have you recently moved to New England for a new job? Individuals that decide to relocate may have income or expenses that could affect the filing of their 1040 tax return. If you have moved during the year or plan on moving in the near future there are a few items you should note. First …

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Lost Your Prior Year Tax Information? Retrieve it from the IRS

Posted Nov 2 2011 by Craig Lloyd in Tax Services, Tax Services - Business, Tax Services - Individual with 0 Comments

Safekeeping of all your important financial information has always been preached by institutions and most likely your parents. This is perfectly sound advice to follow but you always come across situations that may challenge your ability to do this. Not many people constantly monitor the status of these documents. Fortunately, most statements can be obtained …

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Uh oh….You Have Received an IRS Notice

Posted Oct 3 2011 by Craig Lloyd in Tax Services, Tax Services - Business, Tax Services - Individual with 0 Comments

Each year, millions of taxpayers in all income levels and industries receive letters and notices from the Internal Revenue Service.  My number one advice to these recipients is to face the issue head on.  As Benjamin Franklin once said, “The only two certainties in life are death and taxes.”  I am pretty confident you will …

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