Getting your tax documents together to send to your tax preparer can be overwhelming, but we can help! One of the most common questions we are often asked is, “What documents are needed for individual tax returns?”. Below is a list of some basic...
We always like to say “Don’t be charitable ONLY for the tax deduction.” However, we also know there is an incentive to do so, especially when receiving a tax deduction. That doesn’t mean we don’t want you to maximize your tax benefit; we...