Should You Be a Do-It-Yourself Tax Preparer?

When my husband was between jobs he decided that it would be a good idea to seal the driveway himself instead of hiring professionals to do it.  The driveway looks great, but it was not worth the time, hassle and uncertainty that went into the job.  The professionals may have been able to come up.. read more →

Preparing for Tax Season

As you are gathering information for your 2012 tax return remember that we don’t need all of your information to get a good start on your return. If you are waiting for just a few items, please send in your information now – the earlier the better. We can add the missing pieces later. Not.. read more →

Get Your Taxes Ready for All Star to File

As you are gathering information for your 2011 tax return remember that we don’t need all of your information to get a good start on your return. If you are waiting for just a few items, please send in your information now. We can add the missing pieces later. Not only will your return be.. read more →

Minimizing Taxes

As the year comes to a close, we are just finishing up with some year-end tax harvesting for our taxable accounts. If we can lock in losses to counter our gains it will help minimize the tax burden this year for you. We do this without being out of the market by swapping your existing.. read more →

Tax Relief…2010

The recently enacted “Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010” is a sweeping tax package that includes, among many other items, an extension of the Bush-era tax cuts for two years, estate tax relief, a two-year “patch” of the alternative minimum tax (AMT), a two-percentage-point cut in employee-paid payroll taxes and.. read more →

Tax Time!

As we are in the midst of tax filing season, we would like to take this opportunity to remind you that part of the Wealth Management we provide for our clients includes tax preparation services. Many of our clients are taking advantage of this very convenient, value-added service. Tax preparation is a significant part of.. read more →

Important Tax Developments

The following is a summary of the most important tax developments that have occurred in the past three months that may affect you, your family, your investments, and your livelihood. Please call us for more information about any of these developments and what steps you should implement to take advantage of favorable developments and to.. read more →