• DAY 2 Closing Alert

    We will be closed again today. If you had an appointment scheduled, we are offering 1, 2, 3 and 4 o’clock times on Sunday afternoon February 16. If we err, we are going to err on the side of caution. Some of our employees must drive from Huntsville, Oneonta and areas around Marshall County. 

  • Closing Alert Due To Weather

    We will be closed today due to the severe weather. It appears that we may be closed tomorrow as well if the predictions for 3″ to 5″ of snow tonight are correct. We had clients scheduled from Birmingham to Huntsville. Clients coming from the north will not be able to make it up Brindley Mountain. It appears…

  • Did You Buy, Sell or Refinance a Home in 2013?

    If you bought, sold or refinanced a home in 2013 there is a document we will need at tax filing time. It’s called a HUD-1 Form. The form is two pages, often it is on the front and back of a single piece of paper. The HUD-1 Form has two columns on it, one for…

  • What Happens to Your Tax Refund in a Debt-Ceiling Stalemate?

    Expecting a federal tax refund? Perhaps you should hurry up and file. As House Republicans struggle to coalesce around a strategy for embracing an increase to the nation’s $17 trillion-plus debt ceiling so the nation can keep paying its bills, Democrats on the Ways and Means Committee are floating a new bogeyman if the delay…

  • Energy Property Credits for 2013

    Non-business energy credits expired in 2011, but were extended (retroactive to 2012) through 2013 by ATRA. For 2013 (as in 2011 and 2012), this credit generally equals 10 percent of what a homeowner spends on eligible energy-saving improvements, up to a maximum tax credit of $500 (down significantly from the $1,500 combined limit that applied…

  • Simplified Home Office Deduction

    Starting with their 2013 tax return, taxpayers who claim deductions for business use of a home (“the home office deduction”) now have another option. Taxpayers claiming the home office deduction are generally required to fill out a 43-line form (Form 8829) often with complex calculations of allocated expenses, depreciation and carryovers of unused deductions. Taxpayers…

  • Schedule Your Appointment Online

    Schedule Your Appointment Online

    Rather than calling, simply click the appointment link at the top of any page on our website. It’s simple, easy and faster than calling! Select your desired Accountant and the date and time. That’s it. You will receive a confirmation email and an email reminder of your appointment on the day before your scheduled visit.…

  • 2014 Tax Changes for Individuals

    2014 Tax Changes for Individuals

    Filing Season Delayed by 10 Days Taxpayers should note that the 2014 tax season opens on Jan. 31, 2014. In most years, the filing season opens on Jan. 21; however, due to the 16-day government shutdown that took place in October 2013, the filing season is delayed by 10 days this year. No returns, paper…

  • Our Monthly Newsletter

    Our redesigned and reformatted tax newsletter was launched in the first quarter of 2012. See what all the fuss is about. This newsletter is intended to provide generalized information that is appropriate in certain situations. The contents of this newsletter should not be acted upon without specific professional guidance. Click on the Newsletter Subscribe link…