Tax preparation

Tax preparation for individuals, small businesses and non profits - all states


Asset Management

Managing your investments to meet your goals


At this time I am not accepting new clients for annual tax preparation.

Autumn...time for pumpkin spice lattes, avoiding spider webs and tax planning!

As you are likely aware, the Inflation Reduction Act (? on the name since not sure this law will reduce inflation) was passed into law August 162022.  The Act has many provisions including those incentivizing 1) the continued adoption and move towards alternative energy sources, such as Electric Vehicles and Solar Energy and 2) making existing and new buildings and homes more energy efficient. There are tax credits for individuals and businesses.

For 1040 filers, the $500 lifetime credit that many taxpayers had maxed out years ago, is replaced with the Energy Efficient Home Improvement credit that caps out annually at $1,200for energy improvement made after December 31, 2022 through December 31, 2032.  There are several rules, and categories with maximum limits within the credit.  Why make it too straightforward!  It may make sense to spread home improvement projects over more than one year.

If interested in a year-end tax consultation, feel free to give me a call or drop an email.