by PTF | Feb 8, 2021 | Articles, Individuals, Resource, Tax Preparation
Article Highlights: Estate Tax Estate Tax Exemption Fair Market Value at Date of Death Step up in Basis Community Property Deferred Untaxed Income Are inheritances taxable? This is a frequently misunderstood taxation issue, and the answer can be complicated. When...
by PTF | Feb 5, 2021 | Resource, Business Services, Individuals
February 2021 Individual Due Dates February 1 – Tax Appointment If you don’t already have an appointment scheduled with this office, you should call to make an appointment that is convenient for you. February 1 – File 2020 Individual Return to Avoid...
by PTF | Jan 25, 2021 | Articles, Resource, Tax Representation
There are few things that can send a chill down your spine more than mail from the IRS. Just seeing the agency’s name on an envelope’s return address creates anxiety. If you find yourself in that position and open the mail to find a CP2000 notice inside, you don’t...
by PTF | Jan 20, 2021 | Resource, Announcements
Happy New Year 2021! Wishing you and your families a Happy New Year! Premier Tax and Finance is excited and ready to assist you with filing your taxes for 2020. Over the past year we have acquired new staff, new systems, and new digital tools to better serve...
by PTF | Jan 20, 2021 | Announcements, Resource
Happy New Year 2021! Welcome to PART 2 of our New Year 2021 announcement! In this we will be going over the Improved PTF Client Portal available through Canopy. Improved Client Portal We have improved our Client Portal system to be more user friendly and...
by PTF | Jan 18, 2021 | Articles, Business Services, Planning Services, Resource
If you are a small business owner, every penny of your income counts. This means that you not only want to optimize your revenue, but also minimize your expenses and your tax liability. Unfortunately, far too many entrepreneurs are not well-versed on the tricks and...
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