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Monthly Archive October, 2008

Winter Tax Tips newsletters are now posted

October 31, 2008

The winter editions of the Tax Tips newsletters are now posted.    They offer tax saving and informational information.  To see them now click below.
Tax Tips Newsletter For individuals
Tax Tips Newsletter for Small Businesses

In the future click>Client tools>Tax tips newsletters

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The latest comparison of Obama/McCain tax proposals

With only four days remaining until Election Day, here is a side-by-side comparison of Senator McCain’s and Senator Obama’s tax proposals from the Tax Policy Center, which has compiled information from both candidates’ platforms. The comparison breaks each plan into categories (such as new tax cuts, AMT, simplification, estate tax, and capital gains). Obama’s plan is the [...]

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Disclosure Authorization Form-Tax Information Release to 3rd parties

October 24, 2008

Per IRS rules, any disclosure of your tax information to a 3rd party needs to be authorized by you in writing.  In order to provide this service to you as quickly as possible I am providing a disclosure authorization form on the web-site for your use.  You will need to completely fill in the form, [...]

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IRS Looking for Taxpayers Missing Economic Stimulus Payments

The Service is making a concerted effort to locate taxpayers across the country who are missing some 279,000 ESP checks worth approximately $163 million (in addition to those missing roughly 100,000 regular refund checks returned as undeliverable by the U.S. Postal Service).Those who are owed stimulus checks MUST update their addresses with IRS by November [...]

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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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