Newsletters

Things to do After You File Your Tax Return

Posted May 2022

You have filed your tax return, or your preparer has done so on your behalf, so what is next?

1. If you have a refund coming, you can check the status of your refund within 24 hours after the IRS accepts your return. The best way to do this is to use the tool “Where’s my Refund” located on the IRS.gov website. In order to use the tool, you will need your Social Security Number, filing status and the exact amount of refund shown on your tax return.

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Fiscal year 2023 Treasury Tax Proposals

Posted May 2022

On March 29, 2022 the U.S. Treasury Department issued “General Explanations of the Administration’s Fiscal Year 2023 Revenue Proposals, ” otherwise known as the Greenbook. The paper outlines the details of the Biden Administration’s tax policy proposals for Fiscal Year 2023. The proposals coincide with the Biden Administration’s budget proposals.

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Individual Estimated Tax Payments

Posted May 2022

Many taxpayers, especially those who do not have taxes withheld from their paycheck, are required to make quarterly estimated tax payments. Estimated payments for individual taxpayers are due April 15, June 15, September 15 and January 15 of the next year.

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TAX FILING REMINDERS – May 2022

June 15th

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