Legacy Tax & Resolution Services

2017 TAX DEDUCTION FINDER & PROBLEM SOLVER

On December 22, 2017, The Tax Cuts and Jobs Act was signed into law. The information in this article predates the tax reform legislation and may not apply to tax returns starting in the 2018 tax year. You may wish to speak to your tax advisor about the latest tax law. This publication is provided […]

2018 TAX DEDUCTION FINDER & PROBLEM SOLVER

This is an archive of the 2018 edition of our tax organizer. Use this organizer if you have not yet filed your 2018 tax return. To get ready for your tax appointment, we use tax organizers to help us identify missing tax deductions and get you more organized before your appointment. We update the tax […]

2019 TAX DEDUCTION FINDER & PROBLEM SOLVER

This is an archive of the 2019 edition of our tax organizer. Use this organizer if you have not yet filed your 2019 tax return. To get ready for your tax appointment, we use tax organizers to help us identify missing tax deductions and get you more organized before your appointment. We update the tax […]

2020 TAX DEDUCTION FINDER & PROBLEM SOLVER

This is an archive of the 2020 edition of our tax organizer. Use this organizer if you have not yet filed your 2019 tax return. To get ready for your tax appointment, we use tax organizers to help us identify missing tax deductions and get you more organized before your appointment. We update the tax […]

2021 Tax Deduction Finder & Problem Solver

This is an archive of the 2021 edition of our tax organizer. Use this organizer if you have not yet filed your 2020 tax return. To get ready for your tax appointment, we use tax organizers to help us identify missing tax deductions and get you more organized before your appointment. We update the tax […]

2022 Tax Deduction Finder & Problem Solver

To get ready for your tax appointment, we use tax organizers to help us identify missing tax deductions and get you more organized before your appointment. We update the tax organizer annually to make sure you are compliant with the latest tax law changes. The 2022 individual tax organizer is provided in three configurations to […]

2023 Tax Deduction Finder & Problem Solver

To get ready for your tax appointment, we use tax organizers to help us identify missing tax deductions and get you more organized before your appointment. We update the tax organizer annually to make sure you are compliant with the latest tax law changes. The 2023 individual tax organizer is provided in three configurations to […]

IRS Penalties: What Triggers Them and How to Avoid or Reduce Them

Tax season can be stressful, especially if you’re worried about penalties. Whether you’re an individual or a small business owner, IRS penalties can add up quickly, turning a simple oversight into a costly mistake. Understanding what triggers these penalties—and how to avoid or reduce them—can save you time, money, and frustration. In this article, we’ll […]