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://03aabf.a2cdn1.secureserver.net/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 [...]

2018-04-03T16:03:01-07:00February 1st, 2017|retirement, Social Security, Tax, Tax Season|Comments Off on 2017 Changes to Social Security

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 [...]

2018-04-03T16:03:01-07:00February 1st, 2017|Tax, Tax Season|Comments Off on Tax Tips for 2016 Tax Filing Season

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 [...]

2017-02-01T11:07:46-07:00February 1st, 2017|Social Security, Tax, Tax Season, Uncategorized|Comments Off on 2017 SOCIAL SECURITY CHANGES

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 [...]

2018-04-03T16:03:02-07:00February 1st, 2017|Tax, Tax Season|Comments Off on TAX TIPS for the 2016 TAX FILING SEASON:

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

2018-04-03T16:03:02-07:00January 2nd, 2017|Tax, Tax Season|Comments Off on Dont Miss FREE Tax Workshop at the Algonquin Library

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 [...]

2018-04-03T16:03:02-07:00December 20th, 2016|Tax Season|Comments Off on Important IRS Tax Season Updates

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