2017 Refund Delays already announced
Do you claim the child tax credit and/or earned income credit? Don't expect an early refund. Read IRS news on when to expect your refund by clicking here.
IRS – What to do before yearend
Here are some tax tips from the IRS to review and act upon prior to 12/31/2017. CLICK HERE for full article. I have received numerous calls on whether to prepay real estate taxes prior to yearend. It appears that most counties are allowing this. We have run out of time to analyze each specific situation [...]
Let’s Get Ready for 2017 Tax Season –
The IRS has several published new topics that I feel are important to my tax clients. The first that I am sharing is on E-Filing and using Direct Deposit. CLICK HERE to read the full IRS article.
2017 Changes to Social Security
An important part of any retirement plan is your social security. Do you know what changes have been made and how they may impact you? Click here https://merlaktax.biz/wp-content/uploads/2017/02/colafacts2017.pdf to learn more!!! Still have questions? Call and set a time to talk to me. Carla Merlak and/or Merlak Tax Advisory Group, Inc. are not affiliated with or [...]
Tax Tips for 2016 Tax Filing Season
TAX TIPS FOR 2016 TAX FILING SEASON: Get organized before your tax appointment – use a large envelope or file folder to accumulate tax documents as they arrive. Protect your identity – If you received an Identity Protection PIN, or IP PIN, in the past, then you must provide this number on your tax return [...]
2017 SOCIAL SECURITY CHANGES
An important part any retirement plan is your social security. Do you know what changes have been made and how they may impact you? Download the SSA Fact Sheet 2017 Social Security Changes to learn more. Still have questions? Call and set a time to talk to me. Carla Merlak and/or Merlak Tax Advisory [...]
TAX TIPS for the 2016 TAX FILING SEASON:
Get organized before your tax appointment – use a large envelope or file folder to accumulate tax documents as they arrive. Protect your identity – If you received an Identity Protection PIN, or IP PIN, in the past, then you must provide this number on your tax return not only the current year but all [...]
Dont Miss FREE Tax Workshop at the Algonquin Library
Algonquin Library is hosting a FREE workshop sponsored by Merlak Tax! January 24th at 7pm Harnish Location click link below to register We will cover the 10 most commonly over looked Tax deductions Register Here
Important IRS Tax Season Updates
IMPORTANT IRS TAX SEASON UPDATES Low to moderate income workers can earn special tax credit if they save for retirement. Please follow this link to see if you qualify https://www.irs.gov/uac/tax-preparedness-series-plan-now-to-get-full-benefit-of-saver-s-credit Age 70 ½ needs to make sure they take their RMD’s If you have moved please make sure you notify the following: IRS (Please [...]