Category Archives: Individuals

Now that tax season is upon us, so are the e-mail scammers pretending to be the IRS. Most of these scams fraudulently use the IRS name, logo, and/or website header as a lure to make the communication appear more authentic … Continue reading →

It’s not too late to make an IRA and/or SEP contribution or undo a Roth IRA conversion for 2011.  Generally, after the close of the year you can no longer take steps to alter the outcome of your tax return. … Continue reading →

  If you pay someone to prepare your tax return, the IRS urges you to choose that preparer wisely. Taxpayers are legally responsible for what’s on their tax return even if it is prepared by someone else. So, it is … Continue reading →

January 3 – Time to Call For Your Tax Appointment January is the beginning of tax season. If you have not made an appointment to have your taxes prepared, we encourage you do so before the calendar becomes too crowded. … Continue reading →

Taxpayers will have until Tuesday, April 17 to file their 2011 tax returns and pay any tax due because April 15 falls on a Sunday, and Emancipation Day, a holiday observed in the District of Columbia, falls this year on … Continue reading →

Confidentiality and security of client information has always been a priority at Casey, Neilon & Associates, LLC.   Although we have always utilized a secure portal to transfer documents containing sensitive data, we have now made it easy to use! Through … Continue reading →

December 1 – Time for Year-End Tax Planning December is the month to take final actions that can affect your tax result for 2011. Taxpayers with substantial increases or decreases in income, changes in marital status or dependent status, and … Continue reading →

A rumor has been circulating for some time that home sales will be subject to a 3.8% federal sales tax beginning in 2013. Like most rumors, it has been initiated by someone who doesn’t have all the facts – in … Continue reading →

•Increase the amount you set aside for next year in your employer’s health flexible spending account (FSA) if you set aside too little for this year. Don’t forget that you can no longer set aside amounts to get tax-free reimbursements … Continue reading →

Taxpayers accustomed to receiving a tax refund every year should be aware of the fact that there are two tax changes for 2011 that could impact their tax liability, possibly making the refunds anticipated next spring lower or even resulting … Continue reading →