Heather Levenson 2/18/21 Heather Levenson 2/18/21

Home Sweet HomeOffice: Part 2

Self-employed, Employees, Expenses: #Yes, #No & #?

Heather Levenson 2/18/21 Heather Levenson 2/18/21

Retail Investing, FOMO & You 🚀

Casual traders will get a Form 1099-B from your brokerage firm in February or March, make sure you give this to your tax preparer.

Heather Levenson 1/20/21 Heather Levenson 1/20/21

Peep balance, payment plans, stimulus amounts to prepare

Heather Levenson 1/15/21 Heather Levenson 1/15/21

Employees, Employers, Expenses: #Yes, #No, & #?

Heather Levenson 12/21/20 Heather Levenson 12/21/20

“TREAS FUND” Text is FRAUD, Not Fun(ds)

Heather Levenson 5/20/20 Heather Levenson 5/20/20

Scams are everywhere. So how do you best protect yourself?

Heather Levenson 3/3/20 Heather Levenson 3/3/20

Wondering where your refund is? The IRS processes most refunds within 21 days.

Heather Levenson 2/21/20 Heather Levenson 2/21/20

Did you get a CP01A notice and an IP Pin? It keeps your taxes safe from identity theft.

Heather Levenson 2/13/20 Heather Levenson 2/13/20

Keeping on top of your federal withholding is important if you get a W-2.