Financial Services & More

12/03/2024

01/24/2024

Tax tips
For the 2023 tax year. the child tax credit is worth $2,000 per qualifying dependent child
If your modified adjusted gross income is $400,000 or below (married filing jointly) or $200,000 or below(all other filers) the refundable portion also known as the additional child tax credit, is worth up to $1,600. the maximum refundable tax break will increase to $1,800.00 per child for 2023 up from the current 2023 limits of 1,600. the limits will increase to 1,900.00 for tax year 2024, and $2,000.00 for tax year 2025,along with inflation adjustment.

12/22/2023

Having a new baby or know someone who is? Here are some tax saving tips everyone should know

Babies and kids bring plenty of upheaval to the lives of parents. Thankfully they also bring some breaks parents can use to reduce their tax burden, and friends and family can help! Here are some tips everyone should know.

12/15/2023

Need to know what information the IRS has on you? Transcripts, tax return copies and other documents are available from the IRS. Here is how to get them.

It is now easier than ever to get access to your IRS records and see what vendors and employers have submitted to the IRS. Here is what you need to know.

12/08/2023

Now is the time to plan next year's retirement contributions. Here's what you need to know.

2023 contribution limits are set for retirement plans. Now is a good time to plan for your upcoming retirement contributions.