Phoenix Tax Consultants "The Tax Tacklers"

It’s Medicare open enrollment time and with it comes a barrage of communication from insurance companies trying to win you over. The easy way out is to tune it all out and stick with your current plan, but that might be a bad idea. Need some help making the decision? We have a Medicare specialist ready to help you! Call the office at (610) 933-3507 and ask for Sean. #medicare #openenrollment

If you filed an extension, the filing date is only three days away! Give us a call at (610) 933-3507 ASAP if you still need filing help!

If you got an extension on your 2019 taxes, the deadline is just around the corner! Give the office a call at (610) 933-3507 to get your return filed today!

It’s almost Medicare open enrollment time and with it comes a barrage of communication from insurance companies trying to win you over. The easy way out is to tune it all out and stick with your current plan, but that might be a bad idea. Need some help making the decision? We have a Medicare specialist ready to help you! Call the office at (610) 933-3507 and ask for Sean. #medicare

Need some last minute help? Need an extension? Give us a call! (610) 933-3507

It's here! Trying to do things last minute? Call the office at (610) 933-3507! Not ready and need an extension? We can do that too!

Only five days til the deadline! You can still drop off your materials at the office or we can send you a link to an online secure portal to upload your documents. Not ready and need an extension? We can do that too! Give the office a call at (610) 933-3507 or send us an email at [email protected] !

The tax deadline is JULY 15 - next Wednesday! There is still time to get your return completed and filed. We continue to accept client information by drop-off or we can send you a link to a secure online portal to upload your documentation. Need an extension? We can definitely help you with that too. Give the office a call at (610) 933-3507!

"The IRS now says that anyone who took an RMD from an IRA or 401(k) plan in 2020 can repay the withdrawn funds even if the withdrawal was in January. The repayment will be treated as a tax-free rollover, but it isn't subject to the "one-rollover-every-12-months" rule. Tax-free rollovers are also now available for 2020 RMDs taken by beneficiaries of inherited IRAs. Before the new IRS guidance, inherited IRAs weren't included in the relief measures." If you have any questions about the 2020 RMD regulations, please let us know!

The CARES Act was supposed to help student loan borrowers, but for many, it has failed.

Like everything else, the markets have been volatile as we figure out how to handle everything that is happening in 2020. Join us for a special webinar with renowned portfolio specialist James McCartin as he gives us his insight into what to expect.

With all of the pandemic-related legislation that recently passed, along with the IRS inflation adjustments for 2020, it’s a good idea to become familiar with these changes to see how it will impact your filing in 2021.

As the new tax deadline of July 15th nears, here's a reminder of our current tax preparation procedures: https://taxtacklers.com/covid-19-tax-procedures/