IRS Forms You May Need

by Craig Moser on November 17, 2017

Have you ever wondered how the IRS receives all that financial information?  The short answer is forms.  Lots and lots of IRS forms!  According to, the IRS website contained 896 different tax forms in 2015.  And while the data […]

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Should You File an Amended Return?

by Craig Moser on August 25, 2017

If you’re like most people, you’ve probably wondered at some point, “Do I need to file an amended tax return for that?” To help answer that question, here are seven common errors, and whether you should you file an amended […]

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The Score at Halftime: Your AGI

by Craig Moser on July 14, 2017

Sometimes the score at halftime really does matter. Take your tax return for instance.  Believe it or not, there is a halftime for your tax return. On your 1040 form, look at the bottom of the first page and the […]

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Capital Gains Tax Rates for 2017

by Craig Moser on March 31, 2017

Long-term capital gains currently enjoy more favorable tax rates than ordinary income.  For example, current long-term capital gains tax rates are 0%, 15%, and 20%, and the rates for ordinary income range from 10% to 39.6%.  With a new President in […]

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