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2023 Tax Season Resources

Most of the tax law changes currently in effect from the Tax Cuts and Jobs Act of 2017 are temporary and set to expire at the end of 2025. Without future legislation, most of us will face higher tax bills at that time. For this year, some major changes to watch out for this year are the adjustments to the Lifetime Learning Credit, Accelerated Depreciation, Qualified Business Income Deductions, and Home Energy Credits. See links below for resources, or simply call our office anytime for further clarifications. We look forward to serving you!

Where's My Refund - IRS (Federal)

IRS Refund

Where's My Refund - NYS (State)

NYS Refund

Find your Elected Representitives

NYS Officials

Tax Bracket Chart

2024 Chart

IRS Pin Instructions

IRS IP PIN Instructions

Sch. C Small Business Worksheet

Schedule C Worksheet

Home Energy Tax Credits 2023

Home Energy
Save more on your 529 plan

Save more on your 529 plan

Learn more about rolling over your 529 plan to you Roth IRA

What's My 2023 Tax Bracket?

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

2023 Form 1099-K Information from IRS

IRS announces 2023 Form 1099-K reporting threshold delay for third party platform payments; plans for a $5,000 threshold in 2024 to phase in implementationOur first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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IRS Online Account - How to Set Up and Log In

Access your individual account information including balance, payments, tax records and more.

Sign in to your IRS Online Account

Depreciation Schedules FAQ

Tax Brief - gearing up for the Tax Year

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Understanding how the IRS contacts taxpayers: Avoiding scams and how to know it’s really the IRS

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Businesses reporting nonemployee compensation and backup withholding to the IRS      Tax Tip 2022-109

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Income Tax Engagement Agreement 

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If you receive mail from the IRS

Here are some do's and don'ts if you get mail from the IRS

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Do You Qualify for the Child Tax Credit?

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