Nathaniel Jacobson LLC Public Accounting

05/04/2022

With tax season now in the rear view mirror for most of us, it’s time to start thinking about how to minimize your taxes on next year’s tax return. In this month’s newsletter, get a start on your tax planning by learning about the tax consequences of different types of virtual transactions, from cryptocurrency and non-fungible tokens to internet marketplaces and online courses. Also read about maximizing your working-from-home opportunity, avoiding surprising fees while on vacation, and a great article explaining how taxes work for those picking up a summer job. Please feel free to forward the information to someone who may be interested in a topic and call with any questions you may have.

With tax season now in the rear view mirror for most of us, it’s time to start thinking about how to minimize your taxes on next year’s tax return. In this month’s newsletter, get a start on your tax planning by learning about the tax consequences of different types of virtual tran...

04/06/2022

Welcome to tax month! Perhaps welcome is not quite the right word, but to help lighten the mood, included in this month's newsletter is a fun state tax quiz plus answers to the most common questions taxpayers ask during the month. Also read about ideas to manage your emergency fund while in our new inflationary environment and a dozen money topics every young person should understand prior to leaving the nest. Enjoy! Please feel free to forward the information to someone who may be interested in a topic and call with any questions you may have.

Welcome to tax month! Perhaps welcome is not quite the right word, but to help lighten the mood, included in this month's newsletter is a fun state tax quiz plus answers to the most common questions taxpayers ask during the month. Also read about ideas to manage your emergency fund while in our new....

03/02/2022

Tax season is now underway! In this month's newsletter, we share the secret to getting a quick tax refund. Also read about tax saving tips for parents and grandparents, why you should consider reading the fine print, and several financial tips about how to navigate rising interest rates. Please enjoy the information, and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help.

Tax season is now underway! In this month's newsletter, we share the secret to getting a quick tax refund. Also read about tax saving tips for parents and grandparents, why you should consider reading the fine print, and several financial tips about how to navigate rising interest rates. Please enjo...

02/02/2022

With tax season now officially underway, you’ll start seeing more and more tax documents show up in your inbox or mailbox. And this year, there are some unusual ones arriving, so outlined here is what to expect. Plus there is a great article discussing common areas of tax surprises plus a great set of ideas to help you protect yourself while online and minimize your digital footprint. All this and some great ideas for you if you have a home-based hobby or business. Please enjoy the information, and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help.

With tax season now officially underway, you’ll start seeing more and more tax documents show up in your inbox or mailbox. And this year, there are some unusual ones arriving, so outlined here is what to expect. Plus there is a great article discussing common areas of tax surprises plus a grea...

01/05/2022

The new year is upon us and so is another tax filing season. With all the late breaking tax law changes, advance payments of the child tax credit, and several stimulus payments, this year's tax return may be a bit chaotic. But your situation does not have to be. Included in this month's newsletter are some tips to help your tax journey be a smooth one. Also included is a great reminder for all of us to be prepared in case of fire. With the busy nature of our lives, this is an area that can be easily overlooked. There are also timely updates to retirement plan contribution limits for 2022 and a great list of ideas to help your small business prepare for the upcoming tax season. Please enjoy the information, and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help.

The new year is upon us and so is another tax filing season. With all the late breaking tax law changes, advance payments of the child tax credit, and several stimulus payments, this year's tax return may be a bit chaotic. But your situation does not have to be. Included in this month's newsletter a...

12/01/2021

To help celebrate this holiday season and momentarily forget about potential supply shortage frustrations you may encounter while shopping, this month’s newsletter features a fun quiz about toy crazes from the past. This fun trip down memory lane is sure to be a crowd pleaser! Also read about recent tax court cases that have great tax messages for all of us, five great money tips, and ideas to help your business prepare for surprise expenses. Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them.

To help celebrate this holiday season and momentarily forget about potential supply shortage frustrations you may encounter while shopping, this month’s newsletter features a fun quiz about toy crazes from the past. This fun trip down memory lane is sure to be a crowd pleaser! Also read about...

11/03/2021

Time is running out to minimize your tax obligation before the end of the year! This month’s newsletter features several tax moves to consider making by December 31st to lessen the amount of money you owe the IRS. Review the Social Security benefits and their recent changes, plus learn about the greatest, unreported theft in America - and you are a victim! All this and ideas for your business are outlined in this month's newsletter. Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them.

Time is running out to minimize your tax obligation before the end of the year! This month’s newsletter features several tax moves to consider making by December 31st to lessen the amount of money you owe the IRS. Review the Social Security benefits and their recent changes, plus learn about t...

10/06/2021

With the 2021 tax filing season just a few months away from starting, the IRS is warning taxpayers to be on the lookout for signs that your identity has been stolen. This month’s newsletter alerts you to some of the common signs of identity theft and what you can do if you discover that you’re an identity theft victim. Also in this month’s edition, learn about a bank secret that can be yours, tips for dealing with common accounts payable problems in your business, and the story of a Tweet worth $2.9 million! Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them.

With the 2021 tax filing season just a few months away from starting, the IRS is warning taxpayers to be on the lookout for signs that your identity has been stolen. This month’s newsletter alerts you to some of the common signs of identity theft and what you can do if you discover that you&rs...

09/06/2021

09/01/2021

With a little over four months remaining until you can begin filing your 2021 tax return, now’s the time to kick your tax planning into high gear. Also read about several tips to protect your property BEFORE thieves arrive, how to give your business a financial check-up, and becoming aware that inflation is with us and what you can do about it. Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them.

With a little over four months remaining until you can begin filing your 2021 tax return, now’s the time to kick your tax planning into high gear. Also read about several tips to protect your property BEFORE thieves arrive, how to give your business a financial check-up, and becoming aware tha...

08/04/2021

Summertime means the 2020 tax filing season is firmly in the rearview mirror for millions of Americans! This year, summer also means more money for you thanks to the child tax credit advance payments. Find out what you need to know about these payments in this month’s newsletter. Also read about how to maximize your vehicle expense deduction if you’re a business owner, several things to consider when looking for your next banking relationship, and how to protect your privacy from companies spying on your every move. Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them.

Summertime means the 2020 tax filing season is firmly in the rearview mirror for millions of Americans! This year, summer also means more money for you thanks to the child tax credit advance payments. Find out what you need to know about these payments in this month’s newsletter. Also read abo...

07/07/2021

Now that 2021 is more than half-way in the books, it’s time to kick your tax planning into high gear! Included in this month's newsletter are several ideas to help you reduce your tax bill. There is also an article that provides some ideas on how to think about debt. Some of it is good, while other debt is bad. Plus, the IRS is turning up the heat on small business audits. All this and a fun article on what to expect in the future with hi-tech travel. Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them.

Now that 2021 is more than half-way in the books, it’s time to kick your tax planning into high gear! Included in this month's newsletter are several ideas to help you reduce your tax bill. There is also an article that provides some ideas on how to think about debt. Some of it is good, while...