Thank You For a Great Tax Season

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by  Bill Sweet Thank you - to all of our clients - for a fantastic tax season. We will never take for granted that more than 1,000...
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When Do Americans File Their Tax Returns?

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by  Bill Sweet About one-in-seven taxpayers gets their return done this week. If you've been in the business for 10 minutes...
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IRS Audits Fell to a 14-year Low in 2016

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by  Bill Sweet Audit rates by the IRS are at 14-year lows, according to USA Today and the Department of the Treasury. Your chance...
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Entering Tax Season

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by  Bill Sweet Tax season is upon us. We officially opened our extended hours this week / weekend, and have already successfully file...
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How State Taxes Are Paid Matters

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by  Bill Sweet I have a lot of clients who escape New York in retirement, and I really can't blame them. It's difficult to tell...
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IRS Finally Brings Some of Your Tax Data Online

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by  Bill Sweet Finally - you can log into your IRS account and get some useful information about balances and other data. You must...
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Wrapping up the Evidence-Based Investing Conference

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by  Bill Sweet Tuesday I had the privilege of attending Ritholtz Wealth's Evidence-Based Investing Conference in New York. We had o...
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