Joseph E. Madden, CPA

01/14/2026

Even AI is recommending us! Thank you eventual robot overlords for your support!

12/10/2025

The IRS updated their website and they’re pushing personal accounts hard. And you know what? They’re right.

An IRS account lets you pull missing W-2s, prior returns, payment history, your IP PIN—everything you forget exists until it’s time to file.

And as your tax preparer, I would be eternally grateful if you set yours up now. Please don’t make me chase documents like a raccoon in busy season.

Pay your taxes. Get your refund status. Find IRS forms and answers to tax questions. We help you understand and meet your federal tax responsibilities.

09/12/2025

Here's how to make sense out of the America Opportunity Credit vs the Lifetime Learning Credit and the Student loan interest deduction.

The cost of a higher education is going through the roof. To make matters more complicated the tax code has numerous provisions to help offset educational expenses. But there are so many...here are some ideas to help you get the biggest tax break.

09/10/2025

We have been saying for years “check with us BEFORE you do something you learned on TikTok (or whatever).
The IRS appreciates all the extra money they can collect from you.

09/05/2025

Reminder: 3Q estimated taxes are due Monday, September 15. Here are some things to consider.

If you have not already done so, please plan to make your third quarter estimated tax payment. The due date is Monday, September 15th.

09/03/2025

Tax planning is now upon us. Here are several tax myths to consider and understand how they might be impacting your future tax obligations. That and tons of other ideas we can all use.

As the dust settles on the July tax bill and the IRS starts to figure out how to implement tax-free tips and overtime, the rest of us need to move into the planning phase of the tax year. To help keep tax planning top of mind is an article about common tax myths. Each of them reinforce the need to p...

08/29/2025

How you treat investment losses can turn an investment loser into a tax winner. Read on...

Effectively using your investment losses can make a big impact in your taxable income. Why? These losses could offset income that is barely taxed, or it could offset income taxed at 37% or higher! Here are some ideas to make those losers into winners on your tax return.

08/22/2025

08/22/2025

The One Big Beautiful Bill Act (OBBBA) makes a number of changes impacting the business landscape. Here are some tips.

Recent law changes require a new look for your business. Here are some tips.

08/15/2025

The OBBBA of 2025 makes overtime tax-free. But the devil is in the details. Here are some tips.

08/08/2025

Give your child a jump-start on retirement. Open a Roth IRA as soon as they start earning money to take advantage of compound interest and favorable tax treatment.

Want to give your child or grandchild a jump-start on their retirement? Here's a tip that will help them learn the value of investing and maximize the tax benefits.

08/06/2025

A new tax law has been passed. Lots of changes are here and will affect us in 2026. Beyond the noise from the media, here is what you really need to know.

The One Big Beautiful Bill Act (OBBBA) passage does a lot to make expiring tax laws more permanent for 2026 and beyond. But it also makes substantial changes to the 2025 tax landscape. This month's newsletter covers some of the major changes impacting your taxes for this year and action steps to tak...