R. Daniel McNeely, CPA - Certified Public Accountant, Roswell, GA
My Blog

COVID-19 UPDATE

THE WORLD HAS CHANGED, WE LOST JOBS, WE LOST BUSINESSES, WE GOT LAID OFF.
WHAT IN THE WORLD DO WE DO NOW?

Here are some basic, basic hints on what to do next. I made these very, very general guidelines. As always, with tax law, and especially THESE new laws which seem to be modified and interpreted differently each day, take this as a guide, not intended to be used in your particular case without consulting specifically with your own tax advisor.

IF YOU ARE A W2 EMPLOYEE:
If you have been laid off, AND your employer HAS NOT already filed a “PARTIAL UNEMPLOYMENT CLAIM” on your behalf (you would have received a letter from GA DEPT OF LABOR if he has), then you can file your own unemployment online at GA DEPT OF LABOR.

WHAT TO BRING

WHAT KIND OF STUFF DO YOU NEED TO BRING ME?
 
 
Important things to track down and bring to me to assist in your 2019 taxes:
 
 
---LAST year’s return but ONLY if I did not prepare it for you
--- ALL copies of your W-2 from your employer
---Copies of Social Security cards for children born in 2019
--- Form 1095-A ( ONLY if you had medical insurance from the
      OBAMACARE Marketplace website last year)
--- Forms 1099 for any extra income you might have earned during the year

Welcome Letter

TO:ALL SURVIVORS OF THE U.S. GOVERNMENT CLOSURE,
       THE GA BULLDOGS LOSING, THE FALCONS LOSING,
       THE BRAVES LOSING, AND GOOD OL’ GA SNOW BLIZZARDS
          
FROM: R. Daniel McNeely, CPA                           (770) 594-8796
             

Tax law changes for 2018

WHAT’S NEW IN THE TAX BILL?
 
This is a very generalized summary of the new tax bill. Every person’s
circumstance, income, family size, etc. will determine the savings (and hopefully
not additional tax!) of the changes in the tax laws!
 
LOWER TAX RATE BRACKETS- This should make your take home paycheck slightly higher, since less taxes will be taken out. The brackets will drop on average 2 to 3 % each, along with changes in how much income is taxed at
lower brackets. The higher your income, the more you should save.

IRS Notices

IMPORTANT UPDATE ABOUT SCARY NOTICES FROM IRS
 
We have noticed a large increase in the number of notices from IRS and
Ga Dept of Revenue that clients are receiving, telling you that you owe
extra money, or a penalty, or something is missing. Most of these are incorrect
and are due to IRS misposting or other incorrect processing by their
technicians, or documents you never received from banks or brokerages.
When we receive a notice, we try to handle as many as possible by
mailing in our responses to the IRS, rather than by calling.

Tax scam alert

TAX SCAM ALERTS:
PHONE CALLS TELLING YOU THAT THE IRS IS AFTER YOU, OR YOU OWE MONEY, OR THAT YOU WILL GET ARRESTED IF YOU DON’T PAY
A lot of folks have received phone calls from numbers that
sometimes show “ UNKNOWN” , “PRIVATE”, “WASHINGTON, DC”
or just unfamiliar phone numbers. Sometimes a recording states that you owe a sum of money and that you need to call to make arrangements or you will be ARRESTED.
Please know this is a total SCAM. Our IRS is difficult at times, but
they do not operate that way with their collections and this is a
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Recent Posts

COVID-19 UPDATE
WHAT TO BRING
Welcome Letter
Tax law changes for 2018
IRS Notices

Categories

COVID 19 UPDATE
IRS Notice
Tax Law Changes
Tax Scam Alert
Welcome Letter
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