Overcoming Procrastination

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...

Once Again, 2015 Tax Time Document Chase List

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...

Aurelia E Weems, CPA On Carving Away The Fear

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),...

A Tax Pro’s Valentine

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...