A Client Advisory from Anthem Strategists Tax season brings more than just filing deadlines. It’s also prime time for scammers targeting taxpayers with fraudulent emails claiming to be from the IRS or state tax agencies. These phishing attempts can look convincing, but knowing how to spot fake IRS emails can protect your personal and financial […]
Don’t Get Hooked: How to Spot Fake IRS Emails and Tax Scams Read More »
This page answers the most common questions we receive so you know exactly what to expect when working with our firm. Here’s our top client FAQs (frequently asked questions). Getting Started With Anthem – How do I get started? To get started, you’ll request a Discovery Meeting. Before we schedule that meeting, we gather a
Good news for working parents and employers: three significant tax breaks related to child and dependent care are getting bigger starting in 2026. Here’s what you need to know about child care tax credits for 2026. 1. Child and Dependent Care Credit Increases The Child and Dependent Care Credit is getting a substantial boost. Beginning
Major Child Care Tax Breaks Expanding in 2026 Read More »
If you’re years behind on filing your taxes, don’t panic just yet! You’re not alone, and the situation isn’t hopeless. Understanding the IRS’s 6-year rule can help you take the right steps toward resolving your tax situation. What Happens When You Fall Behind? The IRS doesn’t forget about unfiled tax returns, but they do have
Years Behind on Taxes? Don’t Panic Yet. Read More »
Tax season is here, and we’re excited to partner with you to ensure a smooth and successful filing experience. Here’s what you need to know about working with our team: Stay Connected Through Email All important updates, tax alerts, and deadline reminders will be sent to you via email from [email protected]. Please add us to
Working Together This Tax Season: A Guide for Clients Read More »
Tax season is here, and if you want to avoid filing an extension in 2026, now is the time to take action. Filing by the April 15th deadline doesn’t have to be stressful, it just requires a plan. Follow our 90-day roadmap to get organized, stay on track, and file your 2025 tax return on
How to Avoid Filing an Extension This Year: Our 90-Day Roadmap Read More »
You work hard for your money, so keeping more of it through strategic tax planning makes perfect sense. Here are ten actionable ways to potentially reduce your tax bill and hit the ground running with extra savings this new year. 1. File On Time Avoid costly penalties by filing by April 15, 2026, or requesting
10 Smart Ways to Pay Less Taxes in 2026 Read More »
As Q4 production schedules wind down, manufacturing business owners face critical tax planning decisions that can significantly impact their bottom line. A strategic year-end tax checklist for manufacturing business owners helps you leverage industry-specific deductions, optimize inventory management, and maximize equipment depreciation. With less than two weeks until December 31, now’s the time to implement
2025 Year-End Tax Checklist for Manufacturing Business Owners Read More »
Starting December 24, 2025, the United States Postal Service is making significant postmark changes. Here’s how this could impact your tax filings and how to protect your interests. What’s Happening The USPS is modernizing its mail processing system, which will change how postmarks are applied and dated on mail. This directly affects the IRS rule
Important USPS Postmark Changes Affecting Your Tax Filings Read More »
To switch your paper Social Security checks to direct deposit, you can use the Go Direct® website, contact your financial institution to have them send the information to the SSA, or call the Social Security Administration (SSA). For the Go Direct® website or a call, have your bank’s routing and account numbers, and your Social Security number ready. Here are the detailed
Social Security Checks: Switching to Direct Deposit Read More »
