Welcome

I try to add tax blog articles weekly on tax topics that may be interesting to you. Please browse. If there is a topic you would like to see here or would like to more information on, please contact me.

Find Out More

My Tax Blog

December 11, 2025   |   2025
2025 Tips/Overtime Deduction “Cliff Notes” From Tax Newsletter with Updates

Tips/Overtime—IRS Notice 2025-69 2 2025-2028 Tax Years Tips: Must work in industry where Tipping is routine (e. g. Hair care) AND IRS specifies industry qualifies for Tip Deduction. Hyperlink lists industries and code numbers.  Tip is voluntary. Not subject to negotiation. Not “expected” or an arbitrary charge on customer bill. No additional service required for 2025 Tips/Overtime Deduction “Cliff Notes” From Tax Newsletter with Updates

Continue Reading

December 13, 2024   |   2020
Tax Scams–Don’t Believe Everything You Hear. . .

Scams: Fake Charities. To verify Charity legitimacy or tax donation deductibility, check the IRS Charity Database at https://www.irs.gov/charities-non-profits/tax-exempt-organization-search Fake IRS bills/telephone calls. a. IRS contacts by MAIL. To check IRS bill legitimacy, log on to your IRS account or call their office (800-829-1040). IRS does not call and threaten people. Hang up! b. Ohio Taxation Tax Scams–Don’t Believe Everything You Hear. . .

Continue Reading

January 13, 2024   |   2023
Tax Season Cometh

calculator and notepad hand with pen is writing on notepad

IRS will be accepting individual returns from non IRS partners January 29, 2024. For lower income taxpayers,  IRS free file program is already up and running. For more information see:  https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free   Program does not require a computer, can fill out your taxes on a tablet or mobile phone. . .  

Continue Reading

January 20, 2023   |   2023
2022 Tax Season Refunds Processed in 2023 How fast will I have the CASH?!

pair of hands holding a ball of cash

Hopefully quicker than last year. . . according to the IRS refund cycle Chart (see below), 2022 Tax Returns (filed in 2023) with direct deposit should see refunds within two weeks.  Careful! this time frame is an estimate.  Technical difficulties, computer issues, Congregssional action etc could slow down processing times.   2023 IRS Refund Standard 2022 Tax Season Refunds Processed in 2023 How fast will I have the CASH?!

Continue Reading

December 30, 2022   |   1099
Tax newsletter update–1099K rules

  Early Christmas gift. . . On December 23, 2022 the IRS decided to delay implementation of the 1099K reporting for tax year 2022. Translation: The American Rescue Act (2021) required E commerce platforms (e.g. Ebay, Mercari, Amazon) to provide a 1099K form to sellers receiving more than $600 through the platform website.    The Tax newsletter update–1099K rules

Continue Reading

December 30, 2022   |   2022
Facts and Figures

From the Christmas Tax Newsletter, published December 14, 2022: FACTS & FIGURES, TBA=To be announced Tax Year 2022                       2023 Social Security COLA                                                                    5.9%                                   8.7% Part B premium- income < $85,000                                          170.10                             164.90 Early, Facts and Figures

Continue Reading

August 22, 2022   |   2022
What’s in the Inflation Reduction Act of 2022?

This is the repackaged “Build Back Better Junior”, passed August 16, 2022 and WON’T reduce inflation. It’s smoke and mirrors. Little/short lived savings. Lot of Government spending and power grabs. If have time, the full text download is available here. It’s light reading– only 273 pages (Sarcasm). Summary of major provisions. Medical: Obamacare: Extends Medical What’s in the Inflation Reduction Act of 2022?

Continue Reading

June 15, 2022   |   2022
Midyear Mileage Rate Increase

Oustide gas station at night. trick parked by one of the pumps

Midyear Mileage Rate Increase The pain of the gas pump has gotten so bad that the IRS wants to help with a midyear mileage rate increase (Yes its only 4 cents . . .). Translation: larger tax deduction for business and medical mileage. Midyear mileage rate changes are rare. . . New IRS Mileage rate Midyear Mileage Rate Increase

Continue Reading

May 11, 2022   |   2022
Tax Season and Congressional Legislative Update

Yesslow 4 way stoplight hanging in midair. Red light is illuminated

  No new tax legislation seen yet. . .  After tax season housekeeping: Refunds: Running 3-4 weeks. To check the status of your Electronically filed tax return/refund: Phone : 1-800-829-1040 or (call early in morning)       Online: www.irs.gov/refund IRS will NOT release refund information to tax preparer. Ohio refund may come before Federal or IRS refund. Tax Season and Congressional Legislative Update

Continue Reading