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What's NOT new is that we LOVE our clients and being able to serve you.


Personal Tax returns will be due Monday, April 15, 2024.

Secure Portals – We have used this secure portal platform for 3 years now and many of you have chosen to take advantage of this secure way to transfer information with us to protect your personal and financial information.  This method of exchanging documents can be used to make your tax preparation entirely safe, paperless and contactless.  Contact our office to be sent a link for your own portal, or you may choose to use our guest portal under the Secure File Sharing tab above. – Create an IRS account on to view your information such as: transcripts, estimated tax payments, balance due, refund status, and how much you received in Advance Child Tax Credit payments and stimulus payments.  IRS has contracted to use the 3rd party company of to establish a secure login process that will verify your identity and reduce fraud.

Energy and Clean Vehicle Credits - The EV credit for vehicles is a great credit, but has many IRS qualifiers.  Don't just assume you get the credit because the salesman said so.  Call our office BEFORE you purchase a new electric vehicle!

1099K's - income reporting requirements - IRS has delayed the change in required reporting of income received and reported on form 1099K until your 2024 tax return.  Even though the IRS delayed the reporting, most companies will send them out for any 2023 income you received from credit card payments, Venmo, PayPal, Amazon, Square and other cash or gaming apps.  Please bring the forms with your tax documents.

2023 Mileage Rates - Business Mileage rate = .65 1/2  cents per mile.  Medical/Moving miles = .21 cents per mile.  Medical mileage remains at .14 cents per mile.

Beneficial Owner Identification Reporting Rules (BOI) - If you have a business that is an LLC (taxed as a sole proprietor, rental, Partnership, S-Corporation or C-Corporation, you are now REQUIRED to file a BOI report online with the FinCEN website.  Click for answers to common questions regarding these reporting rules.

Residential Energy Credits - The old rules were capped at a lifetime credit of $500.  No matter what you installed, once you reached the $500, you could not use this credit again in your lifetime.  The new rule replaces the lifetime credit with an annual credit.  You may now use a max of $1200/year for your principal residence OR $600/year for a 2nd residence.

    Solar Credit - up to 30% of cost, no limit - including labor costs.  This credit can be used for primary residence OR 2nd residence,

        but NOT rental properties.  Unused credit will be carried forward to future years.

    Exterior Doors - Max credit of $250/door, not to exceed a total of $500 (does not include labor costs).

    Exterior Windows - Max credit of $600 for all windows (does not include labor costs).

    Insulation - No limit of credit (does not include labor costs).

    Home Energy Audit - Credit is 30% of cost or a max of $150.

    A/C, water heater, furnace, heat pump and/or electrical panel - up to 30% of cost with a max credit of $600 (includes labor costs).

    Heat pump, heat pump water heater and/or pellet stove - Credit is 30% of cost with max $2000/year (includes labor costs).


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