Medicare
Available Plans We Offer
As individual agents – we are able to offer you the most options instead of limiting you to one plan! the following are only a few of the Medicare Options we offer:
Taxes
Owe the IRS or FTB?
Owing the government, whether it be the Federal or State is no fun. So here are a few things to keep in mind to keep things as simple as possible. Make it a priority to file as soon as possible – especially if you know you will owe. This will give you more time to make payments. Don’t wait until the last minute, in case you cant file right away, and miss the April 18th Read more…
Taxes
Extensions
Need more time to file your Taxes? Last day to file Taxes for 2024 Season is April 18, 2024. If you need more time to file your 2024 Taxes, you can file for an Extension until October 15, 2024. This allows you more time to file your taxes and protect you from receiving a penalty if you owe the government. This does not protect you from paying any interest accruing beginning on April 18, 2024. Read more…
Taxes
Economic Impact Payment
2021 Stimulus In early 2021, the Federal Government sent out the Third Economic Impact Payment or Stimulus to most qualifying individuals. If you received this $1400 per person stimulus, a letter, Letter 6475, should be sent out in early 2022 confirming what you received. Make sure you take that letter to your Tax Preparer so that they can ensure that you received the full amount you qualified for and/or claim what is owed to you. Read more…
Medicare
Turning 65?
Entering your Golden years has its perks Did you know upon that upon turning 65 you are eligible to receive Medicare coverage through the Federal gov’t. This Health Insurance is for all qualified Individuals, who upon turning 65 can activate their Medicare through their Social Security Benefits. This then allows for most of your Medical Expenses to be covered as well as receiving additional benefits such as Don’t hesitate to contact us to find out Read more…
Taxes
Did you receive a letter from the IRS?
Did you receive a letter concerning your taxes? Bring it to us so we can help you take care of it! Every year the Internal Revenue Service selects a number of returns for audit or review. It can be anything from having to renew an ITIN to confirming credits qualified for or verifying identity. It is your responsibility to keep receipts and documentation to prove all items claimed. We suggest you keep this record and Read more…
Taxes
Check Your Refund Status
IRS Refund Status https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp Check the Status of your Federal Refund at the link above. All you need are: Refund can take up to 21 days to be processed. Certain circumstances can cause delays.
Taxes
W7 – ITINs
An ITIN is used to identify an individual that does not possess a SSN. These numbers are required to be renewed if any of the following apply: How to Apply or Renew an ITIN A form W-7 Application will need to be submitted with any of the following Original documents When do I Apply for an ITIN? When you come in to file your 2021 Taxes (or any other years you need to file) you Read more…
Taxes
Advance Child Tax Credit
During 2024, qualifying individuals received advance payment of their Child Tax Credit in monthly installments. If you received advance payments, you can claim the rest of the Child Tax Credit, if eligible, when you file your 2024 tax return. Will this money be required to be paid back? This money received will not be required to be paid back but will be deducted from your 2024 refund, as it is an Advance on what you Read more…