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Need Extra Time to File Your Taxes?

Need Extra Time to File Your Taxes?

Spring has truly sprung in Castle Rock, and also did you know that we’re two weeks away from the tax deadline? Here at Mobile Tax, the home stretch means our heads are all wrapped up in paperwork, but we’re still able to notice that lawn mowers have accelerated their...

Understanding the Gift Tax and Estate Tax

Understanding the Gift Tax and Estate Tax

Reading emails sent by the IRS isn’t exactly keep-you-up-at-night fare. But there’s something about reading about scammers that I find oddly satisfying. And they (the IRS) has continued to send out mass warnings in their “Dirty Dozen” series, shedding light on the...

Crowdfunding Campaigns: Forney’s Tax Thoughts

Spring is officially here — hello daylight past 7 pm and enjoying the sun a little bit after work, too. And that makes everyone happier. And as tax season rolls along here, we’ve been meeting with a bunch of Castle Rock clients, submitting returns, and helping many...

Considerations for Choosing a Castle Rock Tax Advocate

Considerations for Choosing a Castle Rock Tax Advocate

There has been a lot of market noise about Silicon Valley Bank (SVB). When a huge bank (#16 in the country) is taken over by the feds, it’s worth at least a mention. But here’s my quick take: Unless you are a CFO of a startup or you actually live in the Silicon Valley...

Protecting Castle Rock People from IRS Scams

Protecting Castle Rock People from IRS Scams

Here we are ... already February is in the rearview. And while this is certainly a less hectic tax season than the past three, it doesn’t mean things are easy. Taxes have traps for the unwary all over the place. A 400-page tax code ensures that. More importantly, with...

Audit-Ready Basics for Castle Rock Filers

Audit-Ready Basics for Castle Rock Filers

About 43 days left in “tax season.” That’s right. Only 43(ish) days to fill out those tax forms and submit them to the IRS so you can close the cover on the book of 2022. My team and I have obviously been taking care of this for our Castle Rock clients, marking...

Should Castle Rock Filers Use DIY Tax Filing Software?

Should Castle Rock Filers Use DIY Tax Filing Software?

Let’s dial in right away to an important question: Are you ready to knock out your 2022 tax filing? There are now less than 2 months left to do it. And while that seems like a lot of time, you and I both know, it’s really not. Here’s why: My calendar is chock full of...

How Castle Rock Filers Can Prepare for an IRS Audit

How Castle Rock Filers Can Prepare for an IRS Audit

First off – congratulations to the Kansas City Chiefs. From all accounts, it was a pretty epic game. And, of course, there are those commercials. Many great ones, but one quick note about one of, well, “professional interest” for me. The TurboTax campaign (“Don’t do...