Thinking Out Loud

For 2018 we offer the following additional benefits with every return we file:

• Virtual Tax Preparation: If your busy schedule makes it hard to keep an appointment, simply upload your tax documents to your Secure Client Portal and we do the rest!
• Secure Client Portal: Our web-based client portal offers convenient, safe and effective account access and is also accessible on-the-go through our apps. Securely store all your important tax documents and send/receive files with us with bank-level security and encryption.
• E-File*: It’s faster, easier and more accurate than filing a paper return. For comparison, the IRS site for refund updates typically shows the status of your tax return within...

We get a lot of questions relating to the Child Tax Credit so here's a quick look at the rules...

1. Age Test: To qualify, a child must have been under the age of 17 (i.e., 16 years old or younger) at the end of the tax year.

2. Relationship Test: The child must be your own child, a stepchild, or a foster child placed with you by a court or authorized agency (an adopted child is always treated as your own child). You can also claim your brother, sister, step-siblings, and their dependents (nieces, nephews, grandchildren, etc) if they meet all the other tests. You CANNOT use a boy/girl friend's child/ children for the Child Tax Credit (but they may qualify you for other credits or deductions)....