I've heard rumors that (for some unknown reason) many people don't like to file taxes. It appears that most folks do NOT like to fill out reams of paperwork only to finally discover how much money they are really giving to the IRS! This, of course, is why we work so...

Spring has officially sprung and we're working like busy bees on client tax returns these next few weeks before April 15th.  In fact, this season we are busier than ever--which is great!  However, if you haven't brought your documents to us yet, filing an extension is...

Brackets, brackets, brackets. Depending on when you read this, you may have already filled yours out (or it may already be busted!). Billions of dollars fly around every year (probably much of it not reported on Form W-2G!), and it's become a huge part of this season,...

I wrote this piece a couple months ago to my business clients and colleagues with whom I keep in touch outside of these "Personal Strategy Notes", and I felt that as we turn the corner into March (and we're staving off the lions, hoping for lambs), it was something...

As I'm sure you've heard me say before, it's a good idea to check the accuracy of those tax statements you receive in the mail. Well, on Friday the 20th (Friday afternoon being the perfect time for dumping this junk into the media), those of us who were paying...

The tax world was roiling late last week over some fraud detected from within TurboTax. Here is the story: http://www.forbes.com/sites/kellyphillipserb/2015/02/06/turbotax-temporarily-halts-e-filing-in-all-states-amid-fraud-concerns/ Essentially, the makers of the...

We're knee-deep in tax forms and legal documentation this week (with a nice little dash of healthcare forms thrown in--new for this year). Our families miss us (though apparently, according to the commercial last night, all will be forgiven if I purchase my child a...

For us here at Aurelia E. Weems, CPA, things are heating up. Tax documents are trickling out (organizations have until Monday, Feb. 2 to send everything your way), electronic filing of returns became possible last week (we've already filed a few!), and our phone has...

Now is around the time when things begin to really crank for us around here. It's the week which the IRS is opening up actual e-filing (as of the 20th), and many people have received all of their paperwork necessary for completing their returns. There is, however, a...