VP Tax Affiliates

Now is the time for taxes AND reviewing your Social Security earnings report.

Review Your Social Security Earnings Report You are the only one that can confirm the accuracy of your Social Security earnings record. Without timely correction of any errors, you may be short-changing yourself when benefit checks start. Thankfully, the Social Security Administration's online tools make it easier than ever to check your stat...

The IRS often sees the transfer of funds as a loan, whether there is a loan agreement or not. This also means there is an implied term and interest payment. When the IRS says a transaction is a loan, what interest rate do they use? Enter AFRs. Here is what you need to know.

Understanding Tax Terms: AFRs

There is a ton of new COVID-19 assistance, but only if you know about it. Here is a great place to start.

VP Tax Affiliates: Client Videos 2020 COVID Relief: Deep inside a 5,500 plus page bill is additional relief due to the ongoing pandemic. Here is what you need to know.

There are a few areas within the tax code that can cause an unpleasant surprise when encountered. Thankfully they do not happen too often. Here are six you should know about.

Oops! I Wish I Knew That.

New law extensions, new retirement account rules. The time to know about these changes is NOW! Here is what everyone should know.

VP Tax Affiliates: Client Videos 2020 Individual Tax Highlights: The worst time to know about new tax laws is when it is too late to do anything about it. Here is a summary of the most impactful changes this year.

After a long pilot program, the IRS is making its identity theft PIN program available to all taxpayers. Here is what you need to know.

IRS Identity Theft Program NOW OPEN! - New one-time use PIN option available for all

Learn about a new tool to protect your tax return from would-be thieves. Plus find out how you are giving away the most valuable thing you own!

Client Update Newsletter: February 2021 As the tax filing season gets underway, now is a great time to review some tips to help ensure your tax return is processed without a delay. Also included are reminders of some surprising tax situations this year because of the pandemic. For small businesses there are some organizational hints that....

So many 1099's. How do you keep them all straight? Here is a quick review of the most common 1099's to help you prepare to file your tax return.

Alert: Look for New 1099 NEC - Your 1099's are coming soon

A Chance To Win a $500 Amazon.com Gift Card

When you pay for tax preparation using your refund you’ll be automatically entered for a chance to win a $500 Amazon.com Gift Card.1

To qualify, just ask us for a Refund TRANSFER and pay $0 up-front for professional tax preparation. The cost to prepare your tax return automatically comes out of your tax refund.

It’s fast and easy. "Contact us", schedule your appointment today.


No Purchase Necessary. Ends 4/15/21. Subject to Official Rules available at https://www.sbtpg.com/win-an-amazon-gift-card/. Open to legal permanent residents age 18+ in the 50 U.S., DC and PR. Void where prohibited. Amazon and the Amazon logo are trademarks of Amazon. Restrictions apply. See amazon.com/gc-legal.

Refund Transfers are deposit products using Civista Bank, Member FDIC, that enable certain deductions from the account to be processed. Refund Transfers are not loans. Tax refund and e-filing are required in order to receive Refund Transfer. Fees apply. Terms and conditions are subject to change without notice. Ask your preparer about other IRS e-file options, some of which are provided at no additional cost.

Both companies and employees benefit from this new law when staying home because of coronavirus situations

VP Tax Affiliates: Client Videos Coronavirus Families First Response Act: The coronavirus pandemic is quickly changing laws and taxes. Here is a summary of payroll requirements when this happens.

Be on your guard as the IRS identity theft season starts in late January. Here's what you need to know.

IRS Identity Theft Season Begins Now

Can't wait for your refund? Ask me about a FastCashADVANCE!

Whether you are affected by PATH Act refund delays or just need money before the IRS can release it, FastCashADVANCE is a great way to get money when you need it — up to $1,000 at no cost to you.

$0 charge and 0% interest
Advance available at the start of tax season
Most loans approved within hours
Schedule your appointment today!

Fast Cash Advance is an optional tax-refund related loan provided by First Century Bank, N.A., member FDIC (it is not the actual tax refund) and is available at participating locations. The amount of the loan will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer from the refund. Fees for other optional products or product features may apply, and will be disclosed at the time of application. Tax returns may be filed electronically without applying for this loan. Loans are offered in amounts of $500 and $1,000 and are offered upon IRS acknowledgment of the tax return. All loans have an Annual Percentage Rate (APR) of 0%. For example, for a loan of $1,000 with a repayment period of 30 days, the total amount payable in a single payment is $1,000.00. Not all consumers will qualify for a loan or for the maximum loan amount. Offer and terms subject to change at any time without prior notice.

Schedule an appointment now by clicking the Contact Us button!

Help your business manage through the coronavirus pandemic with these five essentials.

VP Tax Affiliates: Client Videos COVID-19 Five Business Essentials: The coronavirus pandemic is putting all businesses under stress. By focusing on these five essentials, you can help your business survive and thrive!

VP Tax Affiliates updated their business hours.

VP Tax Affiliates updated their website address.

A recent voter initiative in California overrules the state's desire to make all Uber and Lyft drivers employees. This puts a spotlight on all workers to know the difference.

Are You a Contractor or Employee? - Knowing the difference is very important

There is a ton of COVID-19 assistance, but only if you know about it. Here is a great place to start.

VP Tax Affiliates: Client Videos COVID-19 Tax Update: The coronavirus pandemic is quickly changing laws and taxes. Here is a summary of the most important changes affecting you, your family and your business.

Plan now to make your 4th quarter estimated tax payment.

Reminder: Fourth Quarter Estimated Taxes Now Due - Now is the time to make your estimated tax payment

Don't overlook tax deductions. Here are five things everyone should know.

VP Tax Affiliates: Client Videos Five Great Tax Secrets: Don't overlook tax deductions. Here are five things everyone should know.

More stimulus payments are on the way! Also ready about the latest PPP loan update, find out how much you can contribute to your retirement fund in 2021 and see Uncle Sam's New Year's resolutions.

Client Update Newsletter: January 2021 Happy New Year! The new year begins with more stimulus payments and other financial assistance courtesy of the latest COVID relief legislation. Read about how the new bill affects your tax and financial outlook. Also in this month's edition is good news for business owners regarding the tax deductib...

Here are the standard mileage rates for 2021.

2021 Mileage Rates are Here! - New mileage rates announced by the IRS

Your employer may not be withholding your Social Security for the balance of 2020. But you may still need to pay it! Find out more here.

VP Tax Affiliates: Client Videos Is Your Paycheck A Tax Time Bomb?: To help soften pandemic hardships, your employer may not be withholding your Social Security for the balance of 2020. But you may need to pay it back in early 2021. Here's what to do...

Are you capturing all the tax benefits built into homeownership? Here are the most common.

Your Home. A Bundle of Tax Benefits.