Shamrock Bookkeeping and Business Services, LLC

11/29/2025

Call or Email me today to RSVP!

11/20/2025

I'll be joining Bridget for this seminar, speaking as the Certified Tax Professional. please RSVP to Bridget if you're interested.

05/10/2024

I worked hard, met all the education and work experience requirements, and finally completed the Chartered Tax Professional program. Yay Me!!!🎉

Earners of this badge are able to interview tax clients, research, prepare, and file all types of individual and small business corporation, partnership, and complex sole proprietorship tax returns. Those who complete this program can sit for an Enrolled Agent Exam Review and then take the Enrolled....

01/12/2024

Kind of a long Public Service Announcement:
Summary: You may qualify for free tax filing if you want to do the work yourself. If your 2023 AGI was less than $70,000, one of the 8 IRS Free File providers (see below) may be a match for you. Each provider has their own set of eligibility rules -- so choosing a free file provider is your first step.
As always, just call to make an appt. if you want me to provide professional tax prep. (608) 326-2127.
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IRS Free File now available; free service through IRS.gov available for millions of taxpayers
IRS YouTube Videos:
• Here’s What to Know About IRS Free File Guided Tax Software – English
• Here’s How to use the Find Your Trusted Partner Tool – English
• How to Create an Account to use IRS Free File Fillable Forms – English
WASHINGTON — The Internal Revenue Service today announced that IRS Free File Guided Tax Software service is ready for taxpayers to use in advance of the opening of tax season later this month.
Marking its 22nd filing season, IRS Free File went live today, more than two weeks before the 2024 filing season start date. The IRS starts accepting and processing individual tax returns on Jan. 29.
Millions of taxpayers across the nation can access free software products provided by IRS Free File trusted partners by visiting IRS.gov.
”The IRS continues its partnership with Free File Inc. to give taxpayers an opportunity to file their taxes electronically for free,” said IRS Commissioner Danny Werfel. “Taxpayers will always have choices for how they file their taxes. They can file using tax software, a trusted tax professional, Free File, or free tax preparation services through IRS partners. Through the years, Free File has helped millions of taxpayers, and it remains an important option for people to consider using to quickly and easily file their taxes.”
IRS Free File is one of many free options available to taxpayers for filing their returns either online or in person. It’s offered via a public-private partnership between the IRS and the Free File Inc., formerly the Free File Alliance. Through this partnership, tax preparation and filing software providers make their online products available to eligible taxpayers. Free access to online products is only available by starting from IRS Free File.
Eight private-sector partners will provide online guided tax software products this year to any taxpayer with an Adjusted Gross Income (AGI) of $79,000 or less in 2023. One partner will offer a product in Spanish.
Because the filing season does not start until Jan. 29, IRS Free File providers will accept completed tax returns and hold them until they can be filed electronically on that date. Other software companies also offer this option.
Those with an AGI over $79,000 can use the IRS's Free File Fillable Forms (FFFF), the electronic version of IRS paper forms beginning Jan. 29. This product is best for people comfortable using IRS form instructions and publications when preparing their own taxes.
How IRS Free File works
Each IRS Free File provider sets its own eligibility rules for products based on age, income and state residency.
Taxpayers with an AGI of $79,000 or less in 2023 will find a product that matches their needs. Some providers also offer free state return preparation. Active-duty military can use any IRS Free File product if their AGI was $79,000 or less in 2023.
IRS Free File is a great way to claim valuable tax credits for those eligible
IRS Free File is a free, easy way to claim the full amount of tax benefits, including the Earned Income Tax Credit (EITC), the Child Tax Credit and other credits a taxpayer qualifies for. The EITC is a tax credit for qualified taxpayers who have earned income under $63,398. The EITC Assistant can help taxpayers see if they qualify. It’s available in English and seven other languages.
EITC is just one refundable tax credit related to family and dependent care that someone without a filing requirement may be eligible to receive. Refundable tax credits mean a taxpayer can claim them and get a refund even if they don’t owe taxes. A refundable credit may also reduce the amount of tax owed and that could result in a refund. Go to Earned Income Tax Credit for more information on these and other credits.
To find the right IRS Free File product, taxpayers can:
1. Go to IRS.gov/freefile,
2. Click on Explore Free Guided Tax Software button. Then select the Find Your Trusted Partner tool for help in finding the right product, or
3. Use the Browse All Trusted Partners tool to review each offer,
4. Select the desired product , and
5. Follow the links to the trusted partner’s website to begin their tax return.
No computer? No problem. IRS Free File products support mobile phone access. Taxpayers can do their taxes on their smart phone or tablet.
IRS Free File participants
For 2024, the following trusted partners are participating in IRS Free File:
• 1040Now
• Drake (1040.com)
• ezTaxReturn.com
• FileYourTaxes.com
• On-Line Taxes
• TaxAct
• TaxHawk (FreeTaxUSA)
• TaxSlayer
For 2024, ezTaxReturn.com will provide an IRS Free File product in Spanish.
IRS Free File is a great resource to help taxpayers save money and file their taxes with ease. Visit IRS Free File: Do your Taxes for Free for more information or to start filing your tax return today.

12/01/2023

UPDATE: The IRS announced today that it will begin accepting and processing 2023 tax returns on Monday, January 29, 2024. The due date is still Monday, April 15, 2024 or Tuesday, October 15 if you file an extension.
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Hello All !!! I hope this finds you happy and healthy -- and maybe in the holiday spirit. Please take a few minutes here and there during this season to gather information needed to file your 2023 tax return. The IRS will begin accepting 2023 tax returns on January 23, 2024. The due date is April 15, 2024 or, for the real procrastinators, you can apply for an automatic six-month extension (to October 15, 2024). As always, I'm happy to help!

01/03/2023

I sent this reminder out to (most of) last year's tax prep clients today. Please don't be offended if you don't receive one. I have plenty of availability for new and repeat tax clients this season. Please call to make an appointment.

12/20/2022

Earners of this badge are able to interview clients, prepare, and file tax returns for most individual U.S. taxpayers, including those who are self-employed.

08/01/2022

School Supply Purchases in Wisconsin are Tax Exempt until Sunday
Every year, the State of Wisconsin sets aside the first week in August so you can buy school supplies tax-free. Here’s what’s included:
For the period beginning on the first in August and ending on the following Sunday, the sales price from the sale of and the storage, use, or other consumption of the following:
1. Clothing, if the sales price of any single item is no more than $75.
2. A computer purchased by the consumer for the consumer's personal use, if the sales price of the computer is no more than $750.
3. School computer supplies purchased by the consumer for the consumer's personal use, if the sales price of any single item is no more than $250.
4. School supplies, if the sales price of any single item is no more than $75.
Many online retailers (HP, etc.) also have a “tax-free” week. Happy back-to-school shopping.

06/03/2022

Do you know anyone (even yourself) who would benefit from a college savings program? 529 Plans are a great way to help someone save for college, a great way to encourage someone to attend college, and even have great tax benefits! See http://529.wi.gov/section.asp?linkid=1806&locid=188 and https://www.collegesavings.org/common-529-questions/ for more info. I can answer the easy questions for you too.

529 College Savings Plan Wisconsin

03/12/2022

HAPPY ST. PATRICK'S DAY PdC!!!! I should probably have a float in today's parade. Instead, I am working hard preparing tax returns. I'll be in my office today until 3:00 if you want to drop off materials for your tax prep. ☘️ ☘️

01/19/2022

The IRS will begin accepting and processing 2021 tax year returns starting this Monday, January 24. The final date to submit your return (or an extension) isn't until Monday, April 18, 2022 -- but why wait if you're getting a refund? (You can also file now and pay on April 18 if you're not getting a refund.) Call 608-326-1412 when you're ready to schedule an appointment.

IR-2022-08, January 10, 2022 — The IRS announced that the nation's tax season will start on Monday, January 24, 2022, when the tax agency will begin accepting and processing 2021 tax year returns.

12/24/2021

Shamrock Bookkeeping and Business Services, LLC is ready for tax season! I completed the Annual Filing Season Program earlier this week. The program is not required by the IRS, but isn't it nice to know that your tax preparer has completed 18 hours of continuing education and passed the Annual Federal Tax Refresher test? You should receive W-2s from your employer by January 31 and all 1099s by the end of February. Call 608-326-1412 when you're ready to schedule an appointment for tax prep.