Mon - Fri : 9a - 5p

Tax Tips


  • Keep a notebook in your car to record date, mileage, tolls, parking costs and purpose of trip.
  • Stay in nice hotels but eat more economically.  When traveling for business, remember that the entire cost of the hotel is tax-deductible, but meals can only be deducted at a rate of 50 percent.  
  • If you have a home office to claim for tax purposes, make sure it is only used for business and it is your principal place of business.
  • Get help ascertaining the best retirement plan option, whether it is a traditional IRA or self-employed 401 (k) or a defined benefit plan. 
  • Stay current on all payroll and sales tax filings.
  • Make sure you are following the new Affordable Care Act rules.
  • Understand the difference between an employee and a subcontractor.
  • Document, document, document.


  • Document, document, document.
  • Use your smartphone to photograph tax related losses and documents.
  • Make sure you get your fair share of your mortgage interest deduction. Use Form 1098 if you paid more than $600 in mortgage interest.
  • Remember that property damage from weather, fire or theft could be tax-deductible.  
  • If you sold your home, remember that commission paid to your agent is deductible, as are legal fees and closing costs.  
  • E-file your return early to reduce turnaround time. 
  • Remember to take credits for wind, solar and geothermal equipment in the home.  
  • Make sure your filing status boosts your refund.  While most married couples file jointly, a joint return may not always be the way to boost your refund. Run the numbers both ways.
  • Remember credits work better than deductions as a refund booster.  For each credit dollar, your taxes go down a dollar.
  • Stay informed of tax law changes. We will do the same.