Turner-Bowman’s 8 Essentials For Record Keeping

I get pretty excited about the spring. All around the country, the snow is gone, the trees don’t seem so desolate … and am I right that the angle of the sun is a bit less harsh? Or maybe it’s just because tax season has finished and I’m getting more sleep? šŸ™‚ Well, I hope you and your family will … Read More

Turner-Bowman’s 8 Essentials For Record Keeping

Lillian Turner-Bowman Explores Five Markers of Financial Health at Mid-Life

If your tax returns have been filed (as most of our clients’ have), I do hope you’ve taken the ripe chance afforded to you to scrutinize your year, and your financial health. And, even if you’re on extension, it’s good to pause here before summer and consider where you’re headed — financially, and otherwise. So, I thought that this could … Read More

Lillian Turner-Bowman Explores Five Markers of Financial Health at Mid-Life

Lillian Turner -Bowman Answers “Where’s My Refund?”, And Other Questions For After Your Return Is Filed

This is never a very fun “holiday”, but it’s worth marking every year. Friday, April 24th is our National “Tax Freedom Day” — that’s the date by which you’ve finally worked enough days just to pay off your taxes for the year. The rest of the year is your “take home” pay, as it were. šŸ™ This date includes payroll … Read More

Lillian Turner -Bowman Answers “Where’s My Refund?”, And Other Questions For After Your Return Is Filed

A Heartfelt Thank You To Our New York/New Jersey metro Tax Preparation Clients

The loudest thing I want you to hear from this post is this: THANK YOU for your trust, New York/New Jersey metro. Our primary work for this tax season has just about wrapped up. But notice I said “primary”, there … you see, unlike some tax professionals, we make it a point to do a bit more than simply “fill … Read More

A Heartfelt Thank You To Our New York/New Jersey metro Tax Preparation Clients

Turner -Bowman’s Tax Extension Cheat Sheet

This has been an intense tax season. For those of us in the tax professional community, there have been emails, message board postings and blog posts flying about the difficulties that many have been facing with regards to all of the additional paperwork called for in the ACA (“Obamacare”)Ā regulations — not to mention the normal round of new tax law … Read More

Turner -Bowman’s Tax Extension Cheat Sheet

Lillian Turner-Bowman Shares On Overcoming Procrastination

I’ve heard rumors that (for some unknown reason) many people don’t like to file taxes? It appears that most folks do NOT like to fill out reams of paperwork only to finally discover how much money they are really giving to the IRS! This, of course, is why we work so hard — to make this process as painless as … Read More

Lillian Turner-Bowman Shares On Overcoming Procrastination

Lillian Turner -Bowman Reveals 6 Common Tax Preparation Mistakes That Could Get You Audited

Spring has officially sprung and we’re working like busy bees on client tax returns these next few weeks before April 15th, and I would like to say: if you have not yet done so, we need to get your information to complete your return as soon as possible. This has been a very busy season … so as much as … Read More

Lillian Turner -Bowman Reveals 6 Common Tax Preparation Mistakes That Could Get You Audited

Once Again, Lillian Turner -Bowman’s 2015 Tax Time Document Chase List

Brackets, brackets, brackets. Depending on when you read this, you may have already filled yours out (or it may already be busted!). Billions fly around every year (probably much of it not reported on Form W-2G!), and it’s become a huge part of this season, as you no doubt know. You know what else is a big part of this … Read More

Once Again, Lillian Turner -Bowman’s 2015 Tax Time Document Chase List

Lillian Turner -Bowman On Carving Away The Fear

I wrote this piece a couple months ago to my business clients and colleagues, whom I keep in touch with outside of these “Personal Strategy Notes”, and I felt that as we turn the corner into March (and we’re staving off the lions, hoping for lambs), it was something that ALL of my contacts should hear. It’s about how we … Read More

Lillian Turner -Bowman On Carving Away The Fear

Turner -Bowman’s Top 11 Overlooked Tax Deductions for 2014

As I’m sure you’ve heard me say before, it’s a good idea to check the accuracy of those tax statements you receive in the mail. Well, on Friday the 20th (Friday afternoon being the perfect time for dumping this junk into the media), those of us who were paying attention found out that almost 1 million taxpayers who purchased Obamacare … Read More

Turner -Bowman’s Top 11 Overlooked Tax Deductions for 2014