When the ball drops at midnight on December 31, don’t think that it’s too late to make any changes to the outcome of your 2021 tax returns. There are plenty of things you as an individual can do after Jan. 1, 2022 to impact the result of your returns for 2021. Here are 5 tips… Read more »
Tag: Tax services
Federal Tax Refund Myth Sends Wrong Message
Posted by Kaitlyn Affuso & filed under In the News.
Despite the tax filing deadline not being for another couple of weeks (May 17, 2021), many taxpayers have already filed and have heard some buzz around refunds and next year’s returns. Federal Tax Myth:Getting a refund this year means there’s no need to adjust withholding for 2021. Taxpayers should make any changes now to prepare… Read more »
IRS Extends Additional Tax Deadlines
Posted by Kaitlyn Affuso & filed under In the News.
After several states declared a tax filing extension, the IRS announced other tax deadline extension to be pushed to the same May 17, 2021 date. According to the IRS, the following areas with the original 4/15 deadline have been affected: Contributions to IRAs and Health Savings Accounts (HSAs) 2017 Unclaimed Refunds Foreign Trusts and Estates… Read more »
CTBK Face Value: How to Use SafeSend Returns
Posted by Kaitlyn Affuso & filed under Face Value.
In this episode of CTBK Face Value, Laura Markle explains how to use SafeSend Returns, a secure software built to add convenience to filing your taxes. Laura Markle is a principal at CTBK focused on tax and has had a hand in launching this software within our firm and to our clients. For more info… Read more »