Self-Protection Through Knowing How Long To Keep Tax Records, by Lillian Turner -Bowman

Many of our New York/New Jersey metro tax preparation clients have never received that dreadful notice from the IRS, initiating an audit — or, much worse, the KNOCK on the door! If you never have, you probably don’t keep much financial documentation. If you have, you are probably terrified to part with a single receipt. Unfortunately, the IRS is one … Read More

Self-Protection Through Knowing How Long To Keep Tax Records, by Lillian Turner -Bowman

Lillian Turner -Bowman Suggests: Take A Test Drive Of Your Retirement Plans

Now that the Super Bowl is over, and the football season is finished, we here in New York/New Jersey metro tax preparer land can now finally get back to looking forward to football season. And, of course, the commercials! (Which this year seemed a little … “ok” — though I think I will have dreams of that Doberhuaha for a … Read More

Lillian Turner -Bowman Suggests: Take A Test Drive Of Your Retirement Plans

New York/New Jersey metro Tax Preparation: The Power of Specialized Knowledge

Well, this week I want to tell you a story, and one that, though it is not about our New York/New Jersey metro tax preparation service per se, will help take some stress off ye olde plate for you and your family. But before I get there, a few tax items to note… 1) Officially, tax filing is set to … Read More

New York/New Jersey metro Tax Preparation: The Power of Specialized Knowledge

Attention New York/New Jersey metro Tax Payers: Identity Thieves Want YOUR Tax Return

In a moment, I’ll show you why this is so important for New York/New Jersey metro tax preparation clients. Because the hits keep on coming for Target Corp, and it’s unfortunate for them because they seem to be a company that works hard at doing things well. In fact, they were on the forefront of “Point of Sale” (POS) security … Read More

Attention New York/New Jersey metro Tax Payers: Identity Thieves Want YOUR Tax Return

Lillian Turner -Bowman’s 2014 Tax Time Document Chase List

Just a little over two weeks from now, we will begin filing client tax returns to the IRS (electronically), and our New York/New Jersey metro tax preparer offices will be jumping. –> And by the way, though we aren’t *filing* until the 31st, we at Team Turner -Bowman ARE working (right now, in fact) on client files. This filing delay … Read More

Lillian Turner -Bowman’s 2014 Tax Time Document Chase List

Personal Note From Lillian Turner -Bowman: A Holiday Prayer For All of Us

It’s Monday the 23rd, as I write this here at New York/New Jersey metro tax preparation headquarters, and many of our clients and friends are gearing up for a week of family and merriment, with a side dish of a little stress thrown in for good measure! I’m very aware that the holidays are a time of joy for many … Read More

Personal Note From Lillian Turner -Bowman: A Holiday Prayer For All of Us

New York/New Jersey metro Tax Preparer Explains Why You Need An Estate Plan NOW

I’m once again spending my morning scattershooting around news in the tax industry, while simultaneously preparing for a sure-to-be-busier tax season here in the New York/New Jersey metro area (thanks for all the recent referrals — keep ’em coming!) AND navigating the perils of another holiday season … well, it means one busy Lillian Turner -Bowman! Seriously, we’re getting excited … Read More

New York/New Jersey metro Tax Preparer Explains Why You Need An Estate Plan NOW

Lillian Turner -Bowman’s Reasons To Give Money Away, With or Without a Tax Deduction

Right now, a little knowledge is trickling into the wider tax professional community, but it’s something we’ve known around here at Team Turner -Bowman for quite some time: Properly planning and managing a New York/New Jersey metro tax preparation client’s reported Adjusted Gross Income (AGI) doesn’t just affect the tax bill — it also affects potential health care subsidies. And … Read More

Lillian Turner -Bowman’s Reasons To Give Money Away, With or Without a Tax Deduction

Lillian Turner -Bowman’s Tax Moves for December 2013

I make it my practice here at New York/New Jersey metro Tax Preparation Central to put this weekly blogpost together on a Monday — and today, of course, happens to be “Cyber Monday”. Remember those days when we all had dial-up modems at home and it actually made sense to do your shopping while at work? (And, of course, presumably … Read More

Lillian Turner -Bowman’s Tax Moves for December 2013

Let’s Start a Conversation…

Lillian Bowman here, your tax professional. I know that we haven’t posted much before, but starting this week I’m hoping that you and I can have a conversation. You see, there hasn’t been an environment like the one we’re now facing in this economy and in our nation for quite a while. The fact is-I know you’ve got questions…about personal … Read More

Let’s Start a Conversation…