Category Archives: Tax Season

PA 529 College Plan – (800) 440-4000

For your PA 529 College Plan, we’ve been asking for your year-end statement showing the calendar year contributions. Apparently, that statement only shows your contributions for the last quarter of the calendar year.   You can get the info that we need … Continue reading

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The Tax Organizers Are Coming Next Week – Get out your Driver’s License!

Your Tax Refund May Take Longer, But at Least You’ll Get It More security to combat increased identity theft threatens to delay processing this year. Last year’s income tax season was marked by an explosion of refund theft. Will this … Continue reading

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Making the Next Tax Season a Better One

Posted by Guest Blogger on Jul 29, 2015 Reflections on Tax Season As we head into the second part of the 2015 filing season (with the 2016 season not far behind), some thoughts come to mind. Many practitioners felt as … Continue reading

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