Author - Marissa Adler

Enrolled Agents- June 22

Hello folks, As you all know, I am an Enrolled Agent and very proud of that fact. I am also a member of the Florida Society of Enrolled Agents or FSEA and the National Association of Enrolled Agents, the NAEA. In fact, I am the current Education Chair and a Past President of the FSEA. This past Thursday – Saturday, the FSEA held their annual convention. I joined my fellow Enrolled Agents and other tax professionals for 18 hours of continuing education...

Marriage June 1, 2018

Hi Folks, As I was reviewing the newsletter that you received yesterday, it prompted the topic for my weekly email. The question in the newsletter was from an unsolicited call I received from folks that found me on Google. She was worried about her soon to be husband's tax issues (it always seems to be the guy that has the problems). They came in, we got him compliant and filed all his past due tax returns. He owed on some and...

Always Traveling….and Jeff’s big ask!

Hi Folks, As most of you know, after tax season and a few days of well-deserved R&R I traveled to DC for IRS meetings. I then left for San Antonia and Georgia to teach at two affiliates of the National Association of Enrolled Agents (NAEA)and then it was off to LA for business meetings. I'm traveling to Louisiana, Atlanta, San Antonio (again), Orlando, Washington State, and Mississippi and that gets me through July 6th. Ali and I have a cruise booked...

HSA- May 3, 2018

Hi Folks, I am here in DC for the Internal Revenue Service Advisory Council (IRSAC) meetings. Even in my travels, I try to stay on top of all current events and most especially tax matters, that will affect my clients. If you have a Health Savings Account or HSA, either through work, your business or personally, this is important news. Before the new law, The Tax Cut and Jobs Act (TCJA), was passed in January, the 2018 contribution limit for a...

2 New Associates- April 27

Good Afternoon to All, I am pleased to introduce our new Associates, Diana and Carol. They bring a wealth of knowledge and experience to their individual areas of expertise. Diana’s fluency in Spanish allows us to offer our services to the Spanish speaking population and some of our clients have already had the opportunity to work with her in their native tongue. If you are in the area stop by and say hello to the ladies. Diana Machado is our Accounting Associate. She has...

End of Tax Season- April 19, 2018

Hello to all, Tax day has come and gone. I am at home recharging my batteries and energizing my brain after putting in long hours preparing and filing as many tax returns as possible as well as a ton of extensions. I want to give heartfelt thanks to all of you who made a conscious decision to allow me to prepare your tax return; business, individual, trust, and partnerships. And to  those of you that are on extension, I will be working...

Paycheck Checkup- April 12, 2018

Hello Fellow Taxpayers, The Tax Cuts and Jobs Act made major changes to the tax law. Because of this, you should do a paycheck checkup using the Withholding Calculator on IRS.gov and, if necessary, complete a new W-4 form. The calculator will help determine the right amount of withholding and can help prevent having too little (or too much) tax withheld. Recent changes affecting withholding include: Reduced tax rates Elimination of personal exemptions Increased standard deductions: $12,000 for singles, $18,000 for...

Tax Beak?- April 5, 2018

Hello Fellow Taxpayers, I am taking a short break to share some information with you that could affect your tax return. “I take an RMD. And I heard there is a potential tax break when donating, even if I don’t itemize.” What is an RMD (yes, another acronym)? Required Minimum Distributions, often referred to as RMDs, are amounts that the US federal government requires one to withdraw annually from traditional IRAs and employer-sponsored retirement plans once they reach a certain age. What is a...

Missing PoPo- March 29, 2018

Hello Fellow Taxpayers, This will be a very brief email. Ali and I want to thank you for the heartfelt wishes everyone posted on our Facebook pages over the past few days on the loss of our 12½-year-old Golden - Chow, PoPo-Lito. It still hurts. Boodah, our 14-year-old Yorkie is acting, well, like a lost puppy. He keeps looking around for his brother, and when he doesn't find him, he just lays down. He is moping. By the time you read this,...

Between Appointments- March 22, 2018

Hello All, What Does Jeff do between tax appointments? Provided by the "current" staff at SFS Tax & Accounting Services… It’s 26 days until the tax deadline, and our Enrolled Agent has been working non-stop and coping the best way he knows how… by singing about his feelings! (Often to our chagrin!!) Get an inside look at our tax professional blowing off steam between tax appointments and preparing returns. As an added bonus, you get to enjoy Jeff’s solid baritone vocal stylings. Here are...