Find Out What The IRS Has On You

We’ll Cut Through the Red Tape to Get Your IRS File.

You would be surprised to see what information the IRS keeps on file about you. Of course, gaining access to that file and then interpreting that information is best left to a professional who understands the system.

There is no need, after all, to raise any red flags through your requests.

We can get a copy of your IRS file and help you determine how that file might help you resolve any current tax problems.

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What Are The Best Year-End Tax Moves New Castle County Taxpayers Can Make Last Minute?

 Key TakeawaysYou can still make charitable gifts that count for this tax year, including donor-advised funds and stock donations. Depending on your income level, it may make sense to itemize deductions and repay a fourth-quarter state estimated tax payment...
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What Does the IRS Math Act Mean For New Castle County Taxpayers?

 Key TakeawaysIRS notices must now provide a clear, specific explanation of the exact error. Not generic language or guesswork. The IRS must prominently tell you about your 60-day right to request abatement, including the exact deadline date. Line...
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What’s the New Castle County Gig Worker Solution to a Surprise Tax Bill?

 Key TakeawaysEstimate your full 2025 tax liability now (including income tax and Self-Employment Tax) to avoid underpayment penalties before the January estimated tax deadline. Maximize year-end deductions such as mileage, home office, equipment purchases,...
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IRA v Roth IRA v 401(k): Should New Castle County Taxpayers Convert Before 2026?

 Key TakeawaysTraditional IRA gives you a tax break today and taxable withdrawals later.  Roth IRA means tax-free growth and withdrawals later.  401(k) has larger limits with employer-based tax benefits. A Roth conversion adds income to...
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What Are The Best Safe Online Shopping Tips For New Castle County Holiday Shoppers?

Key Takeaways Watch for IRS impersonation scams.  Use a password manager. Strong, unique passwords for every account are non-negotiable. Keep your devices updated. Software updates often patch newly discovered security flaws. Use antivirus...
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A Moment to Give Thanks for My New Castle County Clients

As we’re entering Thanksgiving week, I’ve been thinking about how “interesting” this year has been. And I mean that in the polite way we describe things that are not exactly a joyride.The national noise was intense.- Inflation nearly made eggs feel like a...
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How Do New Castle County Investors Avoid Capital Gains Taxes From Selling Investments Or Property?

  Key Takeaways Hold for at least one year and a day to qualify for lower long-term capital gains rates. Use losses to offset gains through tax-loss harvesting (but beware the wash sale rule). Time your sale during a lower-income year to take advantage of the 0%...
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What is in the One Big Beautiful Bill? Child Tax Credit Changes for New Castle County Families

 Key TakeawaysThe Child Tax Credit (CTC) is now worth up to $2,200 per child for 2025 taxes (filed in 2026). Up to $1,700 of the credit is refundable if you don’t owe any taxes. Because of the OBBBA, you (or at least one spouse if filing jointly)...
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Can an ABLE Account Help New Castle County Families with Qualified Disability Expenses?

 Key TakeawaysABLE accounts let you save and invest tax-free for disability-related expenses. Up to $100,000 in an ABLE account is excluded from Supplemental Security Income (SSI) resource limits, and Medicaid eligibility continues beyond...
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What’s Alternative Minimum Tax? A 2026 Update for New Castle County High Earners

 Key TakeawaysThe OBBBA changes the AMT landscape starting in 2026, meaning more taxpayers will be pulled into AMT territory. High earners in high-tax states (and those with ISOs or private activity bonds) are the most at risk of an unexpected AMT...
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