Tag Archives: IRS

The Tax Cuts and Jobs Act changed the way tax is calculated. This week the IRS encourages everyone to perform a quick “paycheck checkup” to ensure you have the right amount withheld. CERTIFIED FINANCIAL PLANNER Tony Drake talks with Milwaukee’s WTMJ-4 about a new tool to check your withholding and other important steps to take […]

A warning as you get ready to file your taxes: scammers may have their sights set on your refund! Financial advisor Brad Allen talks with Milwaukee’s WTMJ-4 about the steps filers should take to protect their refund and their identity. 1. File Early – Filing early is the best defense against Tax ID Theft. If […]

Tax day on April 18th is right around the corner! As you gather tax documents and complete your return, we want to provide a reminder of common filing errors to look out for. Whether you hire a professional or go it alone, avoiding these mistakes can help ensure your taxes are correct and prevent unnecessary delay […]

Why wait? Tax season begins on January 23rd. Even though it might seem like we have plenty of time to file, there are good reasons to get your taxes done before the last minute. Financial professional Brad Allen talks with Milwaukee’s WTM-4 to give us the details. Why File Taxes Early? Get Your Money Back […]

Tax season is swiftly upon us and soon taxpayers are filing and planning for their refunds. The IRS estimates that 20 percent of taxpayers who are eligible for the Earned Income Tax Credit (EITC) fail to claim it, which could mean the difference between getting ahead or staying in the red in 2017. The added […]

With the tax deadline just around the corner, the pressure is on for people who still haven’t filed their taxes. Tony Drake, CFP® talked with WTMJ about some last minute tax tips to help procrastinators. File an extension now! Track your return now!

Identity theft is a big concern during tax time. The IRS paid more than $5 billion to ID thieves posing as real taxpayers in 2013. Tony Drake, CFP® talked with Milwaukee’s WTMJ-4 about the reasons to file your taxes early: 1. Cut down the risk of ID theft 2. Put your best foot forward 3. […]