Tax Tools and Tips

Professional Financial Services

Tax Cuts and Jobs Act (TCJA) Impacts

PATH Act Tax Related Provisions

The Protecting Americans from Tax Hikes Act of 2015 (the PATH Act), was enacted on December 18, 2015. The PATH Act contains several changes to the tax law that affect individuals, families, businesses and help safeguard against tax fraud.

Possible Refund Delay for Some Early Filers:
The PATH Act mandates that the IRS not issue a refund on tax returns claiming the Earned Income Tax Credit or Additional Child Tax Credit until Feb. 15. The additional time helps the IRS stop fraudulent refunds from being issued to identity thieves and fraudulent claims with fabricated wages and withholdings.

Most Overlooked Deductions

Useful Links

IRS

Where’s my refund?

Documents needed to Claim Earned Income Credit

document

Tax Filing Checklist

Professional financial services

Personal and business tax, insurance and financial services tailored for your needs.

THINGS TO BRING FOR TAX PREPARATION

To ensure the highest quality of tax preparation, we recommend bringing the following information with you to your appointment.

PERSONAL DATA

  • Social Security Cards (including self, spouse & children)
  • Driver License or ID Card
  • Child Care Provider: Name, Address, Tax ID# or SSN, & amount paid
  • Education Expense: 1098 T
  • Prior Year’s Taxes

ADJUSTMENTS

  • Student loan interest paid
  • IRA contributions
  • Early withdrawal penalties
  • Moving expenses
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