Newcomb’s 5 Retirement Money Mistakes You Can Avoid Ahead of Time

We're turning the corner into November this week, which means that 2017 is close to being over. And based on what I've heard from more than a few of my Centralia IL clients, turning the corner into 2018 is going to be a welcome event. It's been a rough year for the...

Tax Filing Expert Alan Newcomb Explains What You Should Have in Place When There is a Mistake On The Return

By the way, I have a couple of important tax season tidbits at the end of this post, after the article. Well, the "sequester" is here, and nothing has collapsed just yet. Not to say that I've been able to watch too closely -- we've been somewhat busy around our...

Alan Newcomb’s Parents’ Guide For Telling Their Family’s Financial Story

How we are raised around financial matters can impact us for a lifetime.When a close friend or family member loses their home, or their job (or both), it can be frightening on several levels. You begin to wonder if the same could happen to you. And, as you're probably...

Alan Newcomb’s Quick Guide to How to Work Smart

"I'll get to it later..."No, I'm not talking about us doing your tax return! But come on -- haven't we all uttered that magical phrase, capable of assuaging all our fears, and brilliantly putting off tomorrow what could have been put off today? I'm talking to you, Mr....

Health Care Reform will affect you like this

What is once well done is done forever.  - Henry David Thoreau Well, as promised, I'm breaking down the new Health Care legislation in this week's blog post. Polls show that this legislation isn't popular--but it's now the law of the land, so we all should get used...

Centralia Accountant On: “How To Handle All These End-Of-Year Giving Requests”

"The only way to get positive feelings about yourself is to take positive actions. Man does not live as he thinks, he thinks as he lives." - Vaughan Quinn The other day, I received probably the 20th "Consider including _____ in your holiday giving...

What To Look For In a Centralia IL Tax Professional

The world is awash in shouting these days. Can you feel it? It's tax season, and so I'm not spending much time in Facebook, but I know for a fact that there is a lot of anger, frustration and noise about politics. So much so that it seems everywhere you turn these...

Newcomb’s Tax and Financial Recordkeeping Rules of Thumb

One of the secondary problems with this whole IRS scandal has been that it's seeping my job as a Centralia IL tax preparer even more into personal life: * "Hey Alan -- call the IRS for me? I have some political enemies to persecute." * "Alan, what are my chances for...

Newcomb’s 2015 Tax Time Document Chase List

What happened last week in Paris was a horror show for those of us living in an ostensibly free society. Outrage, shock, argument -- all of these things have been roiling through the last week, as we've watched. I'm sure you felt similar. And, well, life has a...

2018 Tax Planning Strategies Questionnaire For Centralia IL Taxpayers

Wait, you thought I meant the holidays?Ha. As much as I love Andy Williams, what I REALLY mean is tax planning season. That is to say, year-end moves. :)And next week, I'll give you some generalized moves you can make that can affect your tax bill (in positive ways...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!