Newsletters

March 16, 2023

Upcoming Tax Deadlines & CA Resident Returns Extended Until 10/16/23

Hi Everyone – We hope everyone is doing well! For those of you who are residents of California, the IRS has extended returns to October 16, 2023. In addition, the Governor’s office has announced that it will conform to the IRS’s postponement of filing and payment deadlines to October 16, 2023 as well. This applies to […]

January 16, 2023

CA Residents: IRS and state grant filing extension to California storm victims to 5/15/23

California Residents: IRS and state grant payment and filing extension to May 15, 2023 Hi Everyone ­– This newsletter is directed to California state residents only. The IRS and state of California have announced that California storm victims qualify for tax relief, including postponement of various tax filing and payment deadlines that occurred starting on […]

January 5, 2023

Preparing to File Your 2022 Tax Returns

Preparing to file your 2022 tax returns – What do I need to know? Happy New Year! We hope you had a happy and healthy holiday season. As is customary this time of year, we’ve been busy preparing for the upcoming tax filing season. The 2022 tax year filing season begins in just a few […]

August 11, 2022

Tax Deadlines Approaching

Tax Deadlines Approaching Guidance on Waiver for FEIE Hi Everyone – We hope everyone is healthy and staying safe. As a reminder the following due dates are fast approaching. If you contact us now, we can file an extension for you, but will not be able to address your return until this summer. We will […]

January 14, 2022

Preparing to File Your 2021 Tax Returns

Happy New Year Everyone! We hope you all enjoyed a pleasant holiday season.  As is customary this time of year, we’ve been busy preparing for the upcoming tax filing season.  The 2021 tax filing season begins in just a few weeks. The IRS will open the e-filing window on January 24th for individuals, but we can […]

November 25, 2021

Employee Retention Credit Ends

Hi Everyone! Happy Thanksgiving! We hope that everyone is doing well and enjoying their Holiday Season! For many, the month of November is about Thanksgiving and Turkey, but for us it is also a great reminder to say thank you to all the Veterans in our lives.  Thank you to all our clients across the world […]

June 28, 2021

2021 Child Tax Credit, IRS Online Tools Available

We hope everyone is doing well and enjoying your summer! As many of you already know the American Rescue Plan increased the child tax credit for 2021. The IRS has released additional information regarding this credit and the advanced payments in the last few weeks that we wanted to make sure everyone is aware of. […]

March 13, 2021

The American Rescue Plan (ARP) Act

The American Rescue Plan (ARP) Act: On Thursday, President Biden signed the second largest economic relief package in U.S. history – The American Rescue Plan Act (ARP).  This is just slightly smaller than the April 2020 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act.  Here are the highlights: If you earn less than […]

January 24, 2021

January 15, 2021 Newsletter: E-filing to Open February 12th & Identity Protection Pins

Hi Everyone, We hope your new year is starting off great! We wanted to keep you informed of some news that the IRS has released this week. IRS to open tax filing season on February 12th Identity Protection Pins open to all individuals What does this mean for you? E-filing to begin February 12th Even […]

January 24, 2021

January 8, 2021 Newsletter: Yearend Newsletter

Happy New Year Everyone! As is customary this time of year, we’ve been busy preparing for the upcoming tax filing season.  We have seen our firm grow over the last year, with new faces and continued success for our clients. We would like to say thank you to you all for your continued support and […]


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