COVID-19 Tax Information You Need to Know
In response to COVID-19, the IRS has moved the tax filing date from April 15 to July 15 and the required payment date for 2019 balance due on 1040s to July 15. The 2020 First Quarter Estimated Tax payment deadline, typically due by April 15, has also been moved to July 15. As of publication
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COVID-19: What You Need to Know
How we are dealing with COVID-19 is changing daily, but we did want to convey some important messages regarding your taxes and interacting with our team. For the safety of our clients and staff, all face-to-face meetings have been suspended at this time, though we will continue to accept financial documents in our lobby. If
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What You Need to Know About Changes to Retirement and 529 Plans
The new budget bill passed by Congress on December 20, 2019 impacted both retirement and college savings plans. While many are still waiting for further guidance from the IRS on several details of the bill, we compiled a short list of the major changes that may affect you. Retirement plan changes: The rule that restricted
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Financial Resolutions for 2020: Get On a Healthy Track as the New Year Kicks Off
The New Year is the best time to take stock of your finances. So, as you begin the season of self-reflection and goal-making, take the time to review your spending and start making plans for a financially healthy 2020! Here are a few tips to get you started: Start with your goals—Record what you want
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IRS Warning: Email Scams Will Surge this Holiday Season
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet. Fraudulent emails will look as if they are coming from the IRS
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Adriana Bush, CPA, Named a Firm Shareholder
Harvard and Associates is proud to announce that Adriana Bush, CPA, has been named a firm Shareholder. Adriana has been a certified public accountant since 2012 and joined Harvard and Associates in 2017 as a client manager. Before joining the Harvard team, Adriana gained valuable experience working at Duggar, Vick & Co. from 2008 to
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