Archive

Annuitant 1099-RAvailableRetiree & Former Spouse 1099-RAvailableCivilian Certificate for Income Tax Adjustment22 Dec 2023Navy Student Loan Repayment Program (SLRP) W-204 Jan 2024Reserve Air Force, Army, Navy, and Space Force W-2 05 Jan 2024 Army Non-Appropriated...

The American Rescue Plan Act of 2021 contains a lot of tax provisions aimed at providing individual financial relief. I've condensed the most important aspects of the new law to help you better understand how they may benefit you. ~ Attiyya S. Ingram, AFC

By: Tocarra Barnes - Contributing writer Now that your college student is out of the nest, you may be questioning whether or not you can claim them on your tax return. Here are some key factors for if, when, and how long you may be able to claim your college student...

Annuitant 1099-R15 Dec 2022Retiree & Former Spouse 1099-R19 Dec 2022Civilian Certificate for Income Tax Adjustment23 Dec 2022Navy Student Loan Repayment Program (SLRP) W-205 Jan 2023Reserve Air Force, Army, Navy, and Space Force W-2 05 Jan 2023 Army...

By now, many of you have heard about the Presidential Memorandum to defer Social Security tax withholdings for some employees. The Defense Finance and Accounting Service (DFAS) and the IRS have recently released guidance on how this change may affect your paycheck....

The deadline for 1099-MISC reporting non-employee compensation (NEC) is 31 January 2020. To avoid IRS failure to file penalties, contact me for assistance and to inquire about preparation fees. The use of Form 1099-MISC is common for small business owners...

At the end of December 2019, the government approved the following tax extenders for the current tax season. 1. Mortgage insurance premiums deduction - Also known as PMI or the VA Funding Fee. If you paid this premium in 2018 during the purchase of your home, you may...

For the month of December, I’ve be giving away several FREE copies of one of my favorite books. Today’s book is The Alchemist by Paulo Coelho! Visit my Facebook page to get your copy! Merry Christmas!

For the month of December, I’ll be giving away several FREE copies of one of my favorite books. Today’s book is The Graduate Survival Guide by Anthony ONeal and Rachel Cruz! Visit my Facebook page to get your copy! Merry Christmas!

For the month of December, I’ll be giving away several FREE copies of one of my favorite books. Today’s book is Debt Free Degree by Anthony ONeal (a military brat)! Visit my Facebook page to get your copy! Merry Christmas!

Every Friday in December, I’ll be giving away several FREE copies of one of my favorite books.  Naturally, I'm kicking this years give-a-way off with my own eBook! Visit my Facebook page to get your copy! Merry Christmas!

The majority of amended tax returns I complete are due to missed rental depreciation. Landlords who don't take advantage of this annual expense, have typically passed up a five figure deduction and refund! The following Q&A addresses how to determine whether or...

Check Out My Saver Story! The amazing people at Military Saves asked if they could feature me as one of their "Saver Stories". See how a small, early start turned into a debt-free college education for our three kids.

To check the status of your federal refund, click below.  If you owe federal taxes or need to pay 2019 1st quarter estimated taxes, click below for information on payment options.  For state refunds and payment options, click below. If you have any questions about...

If you're not going to make the tax filing deadline, submit Form 4868 to avoid late filing penalties. Remember, even with a filing extension, payments are due 15 April 2019.

Claim On Your 2018 Taxes Many business owners will benefit from the new 20% Qualified Business Income (QBI) deduction created by the 2017 Tax Cuts and Jobs Act (TCJA). However, until last week, it was unclear if landlords who earned a profit from rental real estate...

This FREE service is only available during the month of February and is for taxpayer who... * are preparing their own returns* have 1 or 2 quick questions Click Here to Schedule Your Tax Chat

For the month of December, I’ve been giving away several FREE copies of one of my favorite books. The final book for 2018 is Who Moved My Cheese by Spencer Johnson! Visit my Facebook page to get your copy! Merry Christmas!

For the month of December, I’ll be giving away several FREE copies of one of my favorite books. Today’s book is Rich Dad Poor Dad by Robert T. Kiyosaki! Visit my Facebook page to get your copy! Merry Christmas!

For the month of December, I’ll be giving away several FREE copies of one of my favorite books. Today’s book is The Total Money Makeover by Dave Ramsey! Visit my Facebook page to get your copy! Merry Christmas!  

Every Friday in December leading up to Christmas, I’ll be giving away several FREE copies of one of my favorite books. Naturally, I'm kicking this years give-a-way off with my own eBook! Visit my Facebook page to get your copy! Merry Christmas!  

This spreadsheet is perfect for small business owners looking for a simple way to organize their business finances and stay in compliance with federal and state estimated tax payments. This sheet will tell if you should submit estimated taxes and will make filing your...

The premier and comprehensive guide to understanding the MSRRA and avoiding excessive taxation is now available as an eBook! Written specifically for military spouses and those who prepare income taxes for military families. State specific filing requirements and form...

What is the best way to contact you for help with my taxes? Completing the contact form on this site is the best way to reach me. You can also email me directly at [email protected]. I typically reply to emails within 48 hours. Do you prepare business returns? I...

For taxpayers living overseas, the deadline to file your 2017 taxes is Friday, 15 June 2018. To ensure your return is filed on time, please send me your documents NLT Friday, 8 June 2018. 

For military families, this time of year is known as PSC season. Like many others, our family has started relocating to our new assignment and my services will be limited until we get settled. Thank you for your patience!

It's been a pleasure reconnecting with returning clients and getting to know new ones. I continue to learn so much from all your unique tax situations. Thanks again for trusting me to prepare your tax returns and the opportunity to serve you! ~ Attiyya Ingram, AFC...

In 30 days, the 2017 tax season will be over! Send me your documents by April 1st to guarantee your return is filed on time.

The new deadline for 1099-MISC reporting non-employee compensation (NEC) is 31 January 2019. For 1099-MISC not reporting NEC, the electronic deadline is 31 March 2018. To avoid failure to file penalties and remain in compliance with the IRS, contact me for assistance....

You've picked a name for your business, created a website, and have a few clients...now, steer your business in the right direction by targeting these four start-up elements. Business structure Registration Separate Your Money Taxes                                  ...

The tax deadline for taxpayers in the US is Tuesday, 18 April. If I haven't received all your tax documents by Friday, 14 April, an extension can be filed (for a small fee). To access the forms you need to get started, click here. For information on using Dropbox to...

Question: Are haircuts tax-deductible for people in the military? Answer: Unfortunately, no. Click here for a complete list of tax deductible work expenses. 

If your teenager received a W-2, reporting income they earned in 2016, check to see if federal taxes were withheld. Nine times out of ten, they'll get the full amount refunded to them when they file a tax return. If you're already an Ingram Financial Management...

Any Commanding Officer (CO) of a military unit will tell you that leading an organization is an honor and a privilege. One of the hidden realities is it can also be very expensive - some estimate they've spent close to $10,000 during a command tour! The vast majority...

The tax gap is the amount of tax unpaid each year from underreporting taxable income, mostly from honest taxpayers who don't fully understand the requirements. Most people are aware that income earned from an employer (W-2), bank interest/dividends (1099-INT/DIV), and...

The IRS will begin accepting and processing tax returns on Tuesday, January 19th. If you plan to file electronically, like millions of other taxpayers, you'll need to verify your identity by providing either your Self-Select PIN or 2014 Adjusted Gross Income (AGI). If...

The IRS will begin accepting individual electronic tax returns on Tuesday, January 19, 2016.   In addition, the filing deadline for submitting 2015 returns has been extended a few days to, Monday, April 18, 2016.  Contact me today for tax filing assistance....

The Earned Income Tax Credit (EITC or EIC) is a monetary benefit given to certain lower-income, working taxpayers when filing their tax return.   Some military senior enlisted and officers - who wouldn’t qualify for this refundable tax credit under normal conditions -...

By now, most service members and veterans are aware of these VA-guaranteed home loan benefits. No down payment required No mortgage insurance (PMI) required No prepayment penalty However, many are forgetting the added benefit of including these two itemized tax...

For those who have given their all in service to our nation...I thank you!