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2019 Off Season Office Hours

  • Monday through Thursday, 12n to 5p
  • Closed Friday through Sunday
  • Other times by appointment only

2018 TAX RETURN COPIES: To access your copies, click on CLIENT PORTAL and enter your login credentials. You can reset your password if need be. Once you are in your folder, to access password-protected documents, enter the last 4 digits of your Social Security number.

Welcome to my website!

This website exists to provide clients and potential clients with information concerning my firm and my unique, low-pressure approach to personal and professional services. I have an excellent client-retention rate, and I am extremely proud of the high-quality services that I provide.

Please, feel free to browse my website to see the services I offer as well as the many helpful resources I provide. When you are ready to learn more about what I can do for you, I encourage you to contact me.

 

February 14, 2018

New Tax Laws Passed on February 9, 2018

On February 9, Congress passed, and the President signed into law, H.R. 1892, the “Bipartisan Budget Act of 2018” (the Budget Act, P.L. 115-123). In addition to providing a continuing resolution to fund the federal government through March 23, this 2-year budget contains a host of tax law changes. The Budget Act retroactively extends through 2017 over 30 so-called “extender” provisions, provides a number of miscellaneous tax-related provisions, and includes tax relief to victims of the California wildfires and Hurricanes Harvey, Irma, and Maria.

The Budget Act extended the following individual provisions for one year:

  1. Exclusion for discharge of indebtedness on a principal residence.
  2. Treatment of mortgage insurance premiums as deductible qualified residence interest.
  3. Deduction for qualified tuition and related expenses.
  4. Requirement of new Form 1040SR for seniors.
  5. Prohibition of modifying user fees for installment agreements.

 

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