Tax Alternative Group LLC can help you with all your tax service needs

 

Call Us Today For An Appointment -- 845-242-2151

 

695 Dutchess Turnpike, Suite 206 Poughkeepsie, NY 12603

Tax Season Tips

Date 09/26/2017

One Example of Simple Tax Planning

Too many folks wait until the winter before they look at their tax obligations. Even worse, too many even among our clients wait until that season before they speak with us in any kind of proactive way.That's a problem, and it could be costing you some serious savings....Read More

Posted by Patrick O'Hara

Date 09/17/2017

What Do I Need For My 2017 Taxes

I've put together a simple primer, similar to what I've sent in years past, on what you should be pulling together by the end of the year. But the BEST way to be prepared is to have a customized conversation now about installing a proactive strategy to minimize your specific tax burden ....Read More

Posted by Patrick O'Hara

Date 07/17/2017

Mid-Year Tax Planning

The tax return preparation process is always a "historical" look at what happened during the year ... whereas DURING the year, there are always things we can do to "write" history, so to speak.  What I will advise you on now is "quick and dirty" tax planning for wage earners. There's usually much more that can be done, even if you don't have complicated investments or business ownership. That's worth a conversation (so call or email our office!). But here's a good place to start......Read More

Posted by Patrick O'Hara

 

Date 04/18/2017

3.5 Months of Labor

Because according to the most recent report on the matter, issued by the General Accounting Office, taxpayers overpay the IRS over $1 billion every year due to incorrect itemization and preparation.
 What's worse is that those who prepared their own taxes (with a software or on their own) are the most vulnerable, according to the report. But did you also know that taxpayers who used one of the "big chain" preparers are almost as bad off?...Read More

Posted by Patrick O'Hara

 

Date 04/11/2017

Extensions and 'Unable To Pay Taxes Due'

An "Extension of Time to File" is not an "Extension of Time to Pay", unfortunately. The Extension simply gives you an automatic six months of additional time to get your paperwork together and file that return. But, if you owe more than what you paid with your estimate, you'll be accumulating penalties and interest on the difference...Read More

Posted by Patrick O'Hara

 

Date 03/28/2017

Conquering Procrastination

"I can't have been procrastinating.  I've been really busy!"  But that's the point: when we're busy, we can easily trick ourselves into thinking that all of that activity means we're not procrastinating...Read More

Posted by Patrick O'Hara

 

Date 03/07/2017

Documents You Need For Tax Preparations 2017

With the increased penalties associated with the ACA in 2017, and all of the other changes every year, filing your taxes on your own is not for the faint of heart...Read More

Posted by Patrick O'Hara

 

Date 01/30/2017

What To Look For In A Tax Professional

 Unfortunately, with the way that most tax professionals and CPA's present themselves to the world, it seems like we're all the same...Read More

Posted by Patrick O'Hara

 

Date 01/24/2017

Common Self-Preparation Tax Errors To Avoid

As all of your information is coming into your mailbox or being uploaded to your online accounts this month to prepare for your taxes, it can be tempting to forego the perceived "expense" of using a professional to help you save on your taxes for the year...Read More

Posted by Patrick O'Hara

 

Date  10/17/2016

Essential Recordkeeping Principles for Taxpayers

Many of our clients have never received that dreadful notice from the IRS, initiating an audit -- or, much worse, the KNOCK on the door! If you never have, you probably don't keep much financial documentation...Read More

Posted by Patrick O'Hara

 

 Date  09/12/2016

Ensuring Your 2016 Taxes Are Done Right

Believe it or not, now is the time to start making sure that you'll be ready for a few months from now, when tax time is upon us.  Generally speaking, you should keep any and all documents that may have an impact on your federal tax return...Read More

Posted by Patrick O'Hara

  

Date 04/25/2016

After You File Your Taxes ... What Now?

 he big rush to get everything filed is finished. At least, of course, if you didn't file for an extension.  But that doesn't mean you may not still have questions. Here are some common ones we get this week...Read More

Posted by Patrick O'Hara

 

Date  04/11/2016

Extensions and When You Can't Pay Your Tax Bill

An "Extension of Time to File" is not an "Extension of Time to Pay", unfortunately. The Extension simply gives you an automatic six months of additional time to get your paperwork together and file that return...Read More

Posted by Patrick O'Hara

  

Date  03/14/2016

An Incorrect Tax Return

I've heard too many horror stories about taxpayers getting a letter from the IRS, then they take it to their accountant, and then the letter sits on a desk gathering dust...Read More

Posted by Patrick O'Hara

 

Date 02/29/2016

O'Hara's Tax Document Checklist (Again)

 Yes, this is a long checklist -- but it's the unfortunate reality of our tax code that it's not even comprehensive! But these items will cover 95% of our clients. Really, this is for ensuring that we're able to help you keep every dollar you can keep under our tax code...Read More


Posted by Patrick O'Hara

   

Date: 02/08/2016

When You Are Missing a W-2

 By now, you should have received most of your tax documentation. If organizations haven't sent you the necessary paperwork by now, then they are subject to certain consequences.  Unfortunately, these consequences don't often carry much teeth for employers and sometimes HR departments or very small businesses don't get their act together...Read More

Posted by Patrick O'Hara

   

Date  01/20/2016

Hidden Fees Behind Popular Tax Chain Offerings

For various liability issues, I'm loathe to actually mention this company by name, but let's say (for the purposes of this conversation) that there's a big, popular company who made its fortune on the backs of lower-income taxpayers...Read More

Posted by Patrick O'Hara

 

 

Date: 01/06/2016

Chasing Down Those Docs

With the increased penalties associated with the ACA in 2016, and all of the other changes every year, filing your taxes on your own is becoming much less 'fun' for regular taxpayers -- even with nice-looking software on the market which purport to make it easy for you....

[Read More]

Posted by Patrick O'Hara

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