From the Ledger
Tips, reminders, and real-world insights for small business owners and taxpayers.
These tips are based on common client questions and real-life scenarios—but they won’t apply to everyone. Always check with your tax professional (or give us a call) before making decisions based on this information.
IRS Identity PIN: What It Is & Why It Helps
A free IRS IP PIN can help protect your identity and prevent tax fraud—especially if you’ve had issues in the past.
Are Your Social Security Benefits Taxable?
Many retirees are surprised to find out that Social Security isn't always tax-free—here's how to tell if you're affected and what you can do.
What if You Can’t Pay Your Tax Bill?
The IRS offers payment plans and other options to help you avoid bigger penalties and collection action.
What Happens If You Overcontribute to Your HSA?
Accidentally went over your HSA limit? Here’s what the IRS says—and how to fix it before penalties add up.