Author - Marissa Adler

FOF?!?- March 15, 2018

Hello Ali, Happy Ides of March! Julius Cesar’s last act was not to heed the warnings of his impending assassination that was prophesied by a seer, and you know how that story ended. About the subject line FOF. You know how we tax people like our acronyms. IRS, OIC, IA, PPIA, IRM, IRC and on and on it goes. Now I have another one: FOF... What is FOF? It is Fear of Filing!!! What does FOF have to do with Julius Cesar? A...

Death and Taxes- March 8, 2018

Hello All, As you may or may not know, my younger sister recently passed away. Ali and I just returned from the funeral in New York. Thank you to those of you that expressed your well wishes to us. On that sad note, I want you to know that even when there is a death in the family, there may be tax filings, from final 1040s to estate tax returns and the estate’s income return. I am an expert on the preparation...

Spring is in the Air- March 1, 2018

Hello All, Well, my friends, it is now March, and baseball spring training is back in full (ahem) swing. Not sure why they still call it spring training since most of the time it begins in late winter. As most, if not all of you who know us, know we are die-hard Yankee fans (some more than the other!). I have been a Yankee fan since 1963. My Dad, may he rest in peace, was a staunch Brooklyn Dodger fan back...

Persistence- February 22, 2018

Hello All, Have you ever started a project that seemed to go smoothly and quickly, then it hits a snag? Well folks, I wrote my first book called, “Now What? I Got a Tax Notice from the IRS. Help!” It is now available on Amazon, will be on Kindle in March and as an audiobook in June. What does this have to do with persistence? Well, I wrote the book over a Saturday and Sunday in August. You heard that right,...

Feeling the Love- February 15, 2018

Hello All, I hope you had a great St. Valentine’s Day and enjoyed a meal in a nice restaurant. Ali and I love Asian food and decided to go to a Japanese Steak House, Fujiyama in Stuart that was recommended by some networking friends. Next week I will let you know about our experience. This brings up recommendations and reviews. I am sure you have all heard of Yelp. It was originally a “site” where consumers could place and read reviews...

Full Tax Season Mode

Hello All, February 8, 2018 - Welcome to tax season, 2018. I finally recovered from a sore back which I believe was a precursor to coming down with the flu. I was out of the office all last week and Monday, was my first day back. A little tired, but no real worse for wear. Have you seen the papers? This is the worse flu season in years, and the flu shot is not as effective as everyone thought. In the...

Oh, My aching back!- February 2, 2018

Hello, All I am back from my freezing “winter experience” in DC. Saturday morning I woke up only to find that my back was out. I toughed it out and spent the day in the office playing catch up. Sunday, which during tax season is a workday, I was in so much discomfort that I could not go to the office. I stayed home, couch-bound with a heating pad on my back. Ali and I vegged out and caught up with...