janeos

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So far janeos has created 57 blog entries.

Estimated Payments Once Again

This is an update to a previous post about estimated payments.  Stuff just keeps coming up! One of the foundations of our tax system is that we pay tax on income as the income is earned.  If you have a real job this requirement is covered by the withholding on your paycheck.  But if you [...]

By |2024-01-05T12:09:22-05:00January 5th, 2024|Uncategorized|Comments Off on Estimated Payments Once Again

Charitable Deductions 2024 Edition, now with QCDs!

"Mommy, please don't donate us to the VoA! We promise we'll be good!" (Spoiler alert: They won't.) Ok, in truth I am not really doing much to this post.  But there have been more questions about charitable donations! My favorite is clients who want me to just take whatever the "limit" is for [...]

By |2023-12-15T15:59:42-05:00December 15th, 2023|FAQs|1 Comment

Tax Season 2024 preview!

Hello!  Looking ahead to next tax season. Here's a couple of things to be aware of: We are still saying "no new clients".  As we get into tax season we may be able to open up a little, but right now we need to make sure we can take care of the people we have. [...]

By |2024-01-03T11:59:27-05:00December 15th, 2023|Uncategorized|Comments Off on Tax Season 2024 preview!

2023 Year End Checklist

Hey, Small Business Client! Ok, we are almost through 2023!  It really doesn’t seem possible.  But it has been a rough year over here, so I am kinda glad to see it go! What you need to do: Read, sign and return your 2024 Engagement Letter!  Those are going out via email. Review any 1099 [...]

By |2024-01-03T12:01:13-05:00November 27th, 2023|Small Business|Comments Off on 2023 Year End Checklist

Top Ten Time Sucks

This post is from December 2021, but it is time to pop it back up to the top! Warning:  This is a very long post, and I wrote it when I was in a VERY BAD MOOD.  So I am trying to tone it down a bit, but it is still important information! A reminder [...]

By |2023-11-27T16:03:48-05:00November 26th, 2023|Uncategorized|Comments Off on Top Ten Time Sucks

Unclaimed Funds report? What?

Have you perchance gotten a postcard like this? You are likely wondering what the heck this all about.  ME TOO.  So I called the Unclaimed Funds people and tried to get some information. What are Unclaimed Funds? Here is the official definition: Intangible property or accounts within financial institutions or companies—in which there has been [...]

By |2023-07-30T14:46:31-04:00July 30th, 2023|Uncategorized|Comments Off on Unclaimed Funds report? What?

March 30 Update!

The schedule is closed as of March 30.  This means we cannot accept any new tax prep appointments after March 30.  We need the last two weeks of the season to complete the work already in the office. We want to strongly encourage existing clients to drop off their tax documents so we can get [...]

By |2023-03-30T20:30:59-04:00March 14th, 2023|Uncategorized|Comments Off on March 30 Update!

Estimated Tax Payments… it’s time again!!

Estimated tax payments (or "quarterlies") are due January 17th, 2023.  These payments are for your 2022 income tax. Why do we have to make estimated tax payments?  Well, our tax system is a pay-as-you-go system, you are supposed to pay tax as you earn income.  That is why you have withholding taken out of your [...]

By |2023-01-09T17:13:04-05:00January 9th, 2023|Uncategorized|Comments Off on Estimated Tax Payments… it’s time again!!

New Clients!

(Note:  this post is from 2020, but I have updated it bit.  We are happy to see new clients.) Wow.  Apparently there was some discussion on the Clintonville Discussion Forum and a lot of people I love said some very nice things about me and the job we do here.  I am very grateful, and [...]

By |2023-01-09T16:50:29-05:00January 9th, 2023|Clients, FAQs|Comments Off on New Clients!

Party like it’s time for 1099s (2023 re-release)

What time is it?  **1099 time**!! Hello my sweet business babies!  As we speed into the new year it’s time to start getting ready for your year end reporting requirements. If you paid for services for anyone who was not an employee, you may be required to file a form 1099-NEC.  The 1099 series are [...]

By |2023-01-09T16:43:46-05:00January 9th, 2023|Uncategorized|Comments Off on Party like it’s time for 1099s (2023 re-release)