TAX ADVICE

Information provided here is high-level summary information and does not take into account all nuances of your personal situation. For customized assistance, please contact your preparer.

  • Medicare Premiums

    What is IRMMA? How does my tax return determine my premiums? Will me premiums go back down?

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  • Charitable Donations

    Will donating to charity save me money? What are the rules for donations? Can I take a deduction for my volunteer time?

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  • Medical Expenses

    I have high medical expenses this year - can I deduct them?

    Learn

  • Energy Credits

    What home energy tax credits are available? What credits are available for electric vehicles?

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  • I'm Getting Money

    I’m inheriting, receiving a gift, won a prize, or expecting a windfall and I need tax advice.

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  • College Savings (529) Accounts

    How much can I contribute? What will I save?

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  • I'm Making a Gift

    I’m giving someone money or property, or “selling” it to them for $1.

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  • Form 1099-K

    Will you receive a tax form for Venmo, PayPal or similar payments?

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  • Something Else

    None of these apply? Send us a message.

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