Tax and Financial Updates

Business Personal Property Tax Returns

The Maryland State Department of Assessments and Taxation is still having difficulties with their website. I am wondering if they are making upgrades. I will continue to keep an eye on when they are ready for the property tax returns to be filed. Thanks

Keep reading

AI Essential webinar

Yesterday, I attended a webinar in reference to the benefits and concerns with artificial intelligence. Personally, I have no intention of utilizing AI for typing. While AI is great at writing, its information is not necessarily accurate. I learned several decades ago how to compose and type. 😊 I am generally not a fan of…

Keep reading

Thank you!

Tax season for the most part has ended. I just want to thank everyone for their continued support. It is amazing to me to know how many of you have been with me for years and as much as 30+ years. Despite harassing some of you 😊, it is always nice to see everyone and…

Keep reading

Tax questionnaire for 2026

Please print to assist in gathering next tax season paperwork together. Name(s)  ____________________________________________________ Address (if changed) ___________________________________________ Changes in marital status or dependency? Any digital currency assets?  (If yes, further questions will be asked) yes or no Is your main home in the US?  _____ Driver’s license copy Electronically filing?  _____ Please provide bank details…

Keep reading

Notary Services

I applied for the Delaware notary commission and was accepted. I will also be offering electronic and remote filing. I will be “in action” once the supplies arrive in a few days Just an FYI Thanks!

Keep reading

Business and Individual Update for 2025

Medical mileage is 21 cents Charity is 14 cents Required attachments to the return are  detailed historical timeline and expectation of profit, communication such as email, texts, correspondence, proof of money transfer, law enforcement/financial institutional complaint copies.  The loss is limited to basis.  No deduction for lost “profits” If money to invest is pulled from…

Keep reading

Outside Payroll Service

Due to the complexity of the changes in tax laws and the current requirements, it is highly suggested that businesses pay for an outside payroll service i.e. ADP, Paychex, etc. that has expertise in the field, due to their sole focus being on payroll processing and compliance. I do not suggest Quick Books, due to…

Keep reading

Big Changes Are Coming for 2026 Medicare Plans. What You Need to Know.

By Anna Wilde Mathews, Wall Street Journal While I have contemplated ending my subscription to WSJ, then I finally see an article truly worthy of reading, I changed my mind…for now.  Thank you, Ms. Matthews.  I have recorded the journalist’s highlights.  I highly recommend reading the complete article online. Last year, seniors picking Medicare coverage faced some tough…

Keep reading

Department of Assessments Update

Fairly certain this will affect all areas, including DE. Whenever receive notice, it is best to forward to me. Signed online to verify something for client and this was the notification posted:  Payment Update – Effective Nov. 1, 2024 SDAT will no longer accept Electronic Check (ACH) payments for online services.  Please use Credit Card,…

Keep reading

Something went wrong. Please refresh the page and/or try again.

Subscribe for updates in your inbox: