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Monthly Archive December, 2005

Important if you had Capital gains in 2002 please read

December 12, 2005

* * * Breaking News * * *Massachusetts lawmakers are to rescind retroactive 2002 tax bills!157,000 tax returns will need to be amended before the statute of limitations expires!The Massachusetts Supreme Judicial Court decided that a law increasing the tax rate on long-term capital gains effective May 1, 2002 was unconstitutional. The court case known [...]

tax tips (mass) - Comments closed

IRS NEVER asks you for personal information via email

December 4, 2005

Phishing for Refunds On Wednesday 11/30/05, IRS issued a consumer fraud alert prompted by an internet scam in which taxpayers receive an e-mail informing them of a tax refund. The e-mail, which claims to come from IRS (more specifically, taxrefunds@irs.gov), directs the recipient to a link that requests personal information (such as SSNs and credit [...]

reminders - Comments closed



Leonard D. Rea, EA, CFP® (Enrolled Agent, Certified Financial Planner™)
and his team, serving individuals and businesses in the Massachusetts area since 1986.

Leonard Rea, Sturbridge Taxman

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