IRS Tax Settlement & IRS Tax Debt Relief

06/15/2026

If you want to minimize your next tax bill, there are some smart moves to make now and throughout the year.

Making some smart tax moves now could save you a heck of a lot come next April.

06/12/2026

The ideal candidate is generally between 50 and 65, with roughly $1 million to $5 million in pretax accounts and most of their retirement savings in those pretax buckets.

Markets tend to experience uncertainty leading up to midterm elections, followed by recovery. Canny investors recognize that dip as a tax planning opportunity.

06/08/2026

It's a good idea to keep tax records for seven years after a loved one has died.

Typically, you'll need to wait a few years before you toss trash documents in the trash.

06/05/2026

NJ has introduced a similar bill allowing up to $900 annually. Do you think this should be a federal tax break, as well?

This proposal would allow pet owners to claim credits for expenses incurred in 2026 for up to two animals.

06/01/2026

The IRS’s first contact with you will always come by mail, not by phone.

We’re seeing a big wave of reports about phone scams claiming you owe back taxes. But it’s not the IRS calling, it’s a scammer using a company name like “Tax Resolution Oversight Department.” If someone calls you out of the blue offering to help you fix a tax issue, hang up. Here’s how t...

05/29/2026

A major tax court case could mean millions of taxpayers are owed refunds for COVID-era IRS penalties and interest. But the window to file a claim may close July 10, 2026. Definitely worth checking out if you paid late filing or payment penalties during the pandemic.

Millions of Americans could be eligible for pandemic-era tax refunds based on Kwong v. United States ruling. Here's the deadline and who qualifies.

05/25/2026

Freedom is not free.

Today, we honor those who made the ultimate sacrifice in service to our nation. Their bravery and selflessness will never be forgotten.

Our office is closed in observance of Memorial Day. We will return to assist you on the next business day.

Remember their names. Honor their sacrifice.

05/22/2026

HSAs are one of the best tax-advantaged accounts while you’re alive — but for non-spouse heirs, they can become a major tax headache overnight. Review your beneficiary designations and estate plan before it’s too late.

Non-spouse beneficiaries like children and grandchildren can be on the hook for a big tax bill if they inherit a health savings account.

05/21/2026

If you have overdue Indiana state taxes, you could be eligible to receive a waiver on penalties, interest, and collection fees.

Indiana launches tax amnesty eligibility tool, allowing taxpayers to check qualification for penalty-free relief program.

05/19/2026

The average U.S. driver would save about $16.50 a month if state and local gas taxes were suspended nationwide.

California drivers would save the most from a temporary suspension of state and local gasoline taxes — about $35 on a 50-gallon monthly fuel purchase.