Newsletter Archives

Stay current on your tax filings

By San Diego Business Advisors on January 2015

Life happens!  We all know that we can get busy and things get forgotten.  I’ve ran into many clients over the years that chose not to file a …

2015 Tax Changes

As the new year rolls around, it’s always a sure bet that there will be changes to current tax law and 2015 is no different. Below you’ll find a summary of tax changes:
Individuals:

More than 40 …

The Premium Tax Credit

Basic Information
If you get your health insurance coverage through the Health Insurance Marketplace, you may be eligible for the premium tax credit. This tax credit can help make purchasing health insurance coverage more affordable for …

2014 IRA Contributions: It’s Not Too Late

Whether you are still working or retired, you should periodically review your IRAs. Here are few things to remember.
Contribution limits
If you are still working, review the 2014 IRA contribution and deduction limits to make sure …

Upcoming Tax Deadlines

April
We  15  Individuals: File Form 1040, 1040A, or 1040EZ. For automatic 6-month extension file Form 4868 and deposit estimated tax. Pay the first installment of 2015 estimated tax.

We  15  Partnerships: File Form 1065 and furnish a copy of Sch. …