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Tax season is around the corner. Here’s what you need to know…
We’ve packed this video with all the resources you’ll need for tax season, including critical updates on law and regulation changes, important information about data security, event reminders, form links, and much more…
Must-have Tax Season Resources
Here we’ve compiled everything you’ll need to complete your tax return with us, including steps to submitting your documents, access to forms, and contact information. Click one of these links for more information…
- All Tax Season Resources
- Client Information and Portal Information
- Flexible Options (Digital, Drop Off, or Appointment)
- All Forms (Worksheets, Engagement Letter, Questionnaires, & More)
- FAQs & Resources
- Office Hours & Directions
- Need an extension?
Hot Topics/ Regulation Changes
There are many tax law changes and updates that occurred in 2023, which may affect you next year while completing your 2023 tax return. Here are the most important changes passed so far and what we need to consider for this tax season…
- Energy efficient home improvement credits
- Electric vehicle tax credits
- Student loan interest adjustments
- RMD age changing
- New reporting requirements for 1099-K
- IRS increases mileage rate for 2023
Click here to read more in our “2023 Tax Year in Review” blog.
Common Mistakes in Tax Returns
“Making mistakes can be very costly. In terms of missed deductions or triggering an IRS letter or audit; a tax professional can help eliminate errors and ensure your returns are prepared correctly.” Here are the most common mistakes on tax returns…
- Missing or inaccurate information
- Filing too early
- Figuring credits or deductions
- Incorrect bank account numbers
- Unsigned forms
- Incorrect filing status
- Paper filing instead of filing electronically
Click here to read more in our “7 Common Errors on Tax Returns and Their Implications” blog.
Have a complex tax situation that you fear may lead to a mistake on your return? Click here to read more in our “9 Complex Tax Situations” blog.
Click here to learn more about our tax planning and preparations services.
Or click here to contact us with any questions you have.
New this tax season… we’re celebrating this once-in-a-lifetime event!
For the first time in 819 years, the total solar eclipse will be visible right from the heart of Indiana. In celebration of this unique event, we are offering each family 2 free pairs of solar eclipse glasses with your completed tax return to safely view this incredible phenomenon. Click here for more details.
Blog by Kim Storen, EA – Tax Services Manager
Learn more about Kim and the rest of the Storen Financial team here.