Terby & Associates

10/17/2023

The Income Tax Filing
Deadline
Has been extended
Until November 16

02/01/2023

01/21/2023

Monday, Jan.23 is the start of Tax Season for the 2022 filing season! Email, drop off, or request your link to upload your documents and we will take care of the rest.

03/10/2021

I HAVE BEEN GETTING MANY CALLS AND EMAILS ABOUT THIS! TAXING OF UNEMPLOYMENT
Please read, it’s not a law yet!
Your tax person did not make a mistake....pass it on!

What to know about taxes if you got unemployment
To be sure, there is still some time before the Covid stimulus bill becomes law. The House plans to vote on the legislation again on Wednesday and then send it to President Joe Biden to sign.

Even once that happens, however, it will take some time for the IRS and Treasury Department, as well as tax preparers and companies, to implement and give guidance on the new rules.

This means that if you had unemployment income in 2020, it's best to wait to submit your tax return to the IRS, even though it's already the middle of the filing season. It also means that if you already filed for 2020, you will need to send in an amended return but should also wait to do that until the bill is law.

01/15/2021

Here’s a bit of information to help you submit all of your important tax documents.

01/10/2021

Andrea in San Francisco got her mask! Did you get yours? Send us a picture of you wearing it! Everyone, mask up!

01/07/2021

Andrea in San Francisco got her mask! Did you get your? Post it!

01/06/2021

Just a brief video explanation of the appointment process this year!

12/28/2020

Details you will want to know in regards to the second stimulus payment. Call or DM for any questions.(714)995-4929.

12/21/2020

Sending out information about the upcoming season...and, a little cheer. Happy Holidays!