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Audit-Ready Basics for Tracy Filers

Audit-Ready Basics for Tracy Filers

About 43 days left in “tax season.”That’s right. Only 43(ish) days to fill out those tax forms and submit them to the IRS so you can close the cover on the book of 2022.My team and I have obviously been taking care of this for our Tracy clients, marking hundreds of...

Protecting Tracy People from IRS Scams

Protecting Tracy People from IRS Scams

Here we are ... already February is in the rearview. And while this is certainly a less hectic tax season than the past three, it doesn’t mean things are easy. Taxes have traps for the unwary all over the place. A 400-page tax code ensures that. More...

Should Tracy Filers Use DIY Tax Filing Software?

Should Tracy Filers Use DIY Tax Filing Software?

Let’s dial in right away to an important question: Are you ready to knock out your 2022 tax filing? There are now less than 2 months left to do it. And while that seems like a lot of time, you and I both know, it’s really not. Here’s why: My calendar is chock...

How Tracy Filers Can Prepare for an IRS Audit

How Tracy Filers Can Prepare for an IRS Audit

First off – congratulations to the Kansas City Chiefs. From all accounts, it was a pretty epic game. And, of course, there are those commercials. Many great ones, but one quick note about one of, well, “professional interest” for me.The TurboTax campaign (“Don’t...

What You Need for Your Tracy Tax Appointment

What You Need for Your Tracy Tax Appointment

If you were watching football this weekend, you likely noticed TurboTax’s “personalized service” ads. Their timing was impeccable… if not slightly annoying – who wants to think about taxes while on the edge of your seat during a playoff game?The allure of big brand...

Paying Bills in 2023: Mohammed Amir Ghani’s Tips

Paying Bills in 2023: Mohammed Amir Ghani’s Tips

Last week, the IRS announced the "official" beginning of the 2023 tax season – January 23. That's the date that they start accepting electronically filed returns. (Yes, some Tracy people really do file their taxes this early.) This is the start of the show here...

4 Financial Goals Tracy People Can Reach in 2023

4 Financial Goals Tracy People Can Reach in 2023

I want to help you today. With your resolutions, that is.You see, if you take a look at the most common resolutions (lose 20lbs, work out more, quit smoking, read more & watch less, etc. etc. etc.) they’re all pretty similar – you might as well get out last year's...

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