Lillian Turner-Bowman’s List of What Else Is Due On April 18th

April 18th

It’s “go time” around here. Our phones are buzzing, the email inboxes are overflowing, but we are focused like a laser beam on giving our clients the BEST service for their time (and wallet), and ensuring that nobody is paying Uncle Sam more than they should. We’ve invested a lot into this time of year — in education, client management … Read More

Lillian Turner-Bowman’s List of What Else Is Due On April 18th

Lillian Turner-Bowman’s Simple Two-Step Trick for Conquering Procrastination

procrastination

Apparently, the Republican Congressional leadership understands the impulse of procrastination. Bringing the health care reform bill to an actual vote last week (after months of touting their intentions to repeal the ACA) proved, in fact, to be a difficult task. And so until we hear otherwise, we remain with the status quo. Your opinion of this (and mine) matters little … Read More

Lillian Turner-Bowman’s Simple Two-Step Trick for Conquering Procrastination

4 Very Common Mistakes New York/New Jersey Metro Investors Should Avoid When Opening An IRA

Opening an IRA

There are so many different messages coming out of DC, per the media, that if you try to make sense of it all through the mass media lens, then you’re bound to work at cross purposes with yourself. There’s the Republican health care bill, and the current version of the bill is dominating political headlines. Or, of course, there’s the … Read More

4 Very Common Mistakes New York/New Jersey Metro Investors Should Avoid When Opening An IRA

Why You Should Consider Giving Away Your Tax Refund by Lillian Turner-Bowman

tax refund

This past Sunday, the NCAA revealed the brackets for March Madness. The country will be inflicted with a particular form of hysteria these next few weeks, but unfortunately, this little national hoops holiday isn’t one which my staff and I get much chance to participate in. We’re too busy doing your taxes! Yep, this is close to our busiest time … Read More

Why You Should Consider Giving Away Your Tax Refund by Lillian Turner-Bowman

Lillian Turner-Bowman’s Tax Paperwork Checklist

tax paperwork checklist

These days, I’m often glad that it’s our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn’t see it — I’m too busy with tax season. With all of the chaos out there, the division and shouting — from Washington to Facebook to right here … Read More

Lillian Turner-Bowman’s Tax Paperwork Checklist

Four Tips On Gently Encouraging Your College Graduate Living At Home To Independence by Lillian Turner-Bowman

college graduate living at home

It’s a hard world out there, for sure. (You know it’s tough when they can’t even get the Best Picture award right at the Oscars!) And for our young millennials, it sure seems like things are harder than they were when we were entering the workplace life. If you haven’t already watched this, I highly encourage you to check out … Read More

Four Tips On Gently Encouraging Your College Graduate Living At Home To Independence by Lillian Turner-Bowman

The Top 12 2017 IRS Scams by Lillian Turner-Bowman

2017 IRS Scams

Every year around this time of year, the Treasury Department releases their list of the various shenanigans that criminals and the like try to pull around taxes. Obviously, this activity peaks around now, and so it’s a very good idea to be on your guard. Last week, the IRS completed their 2017 IRS Scams list, and though it isn’t substantively … Read More

The Top 12 2017 IRS Scams by Lillian Turner-Bowman

Start The Estate Planning Process During Tax Season by Lillian Turner-Bowman

estate planning process

We are rocking and rolling through tax season these days at Ye Olde Turner-Bowman Tax Shoppe. But I woke up Monday to the news that the federal government took in a record $1.08 trillion in taxes during the first quarter of their fiscal 2017 (which ran from Oct ’16 – Jan ’17). That’s a lot of nickels. And it reminded … Read More

Start The Estate Planning Process During Tax Season by Lillian Turner-Bowman

A New York/New Jersey Metro Tax Professional’s Valentine’s Day Plan

Valentine's Day plan

Whatever you might think about the New England Patriots, it’s nearly impossible not to respect their prowess on the football field. And there are plenty of storylines we can all take away from that epic game: * Apparently it’s a good year to be a man with a foreign-model wife, with a sketchy history with the rules and who is … Read More

A New York/New Jersey Metro Tax Professional’s Valentine’s Day Plan

What To Look For In a New York/New Jersey Metro Tax Professional

Tax Professional

The world is awash in shouting these days. Can you feel it? It’s tax season, and so I’m not spending much time in Facebook, but I know for a fact that there is a lot of anger, frustration and noise about politics. So much so that it seems everywhere you turn these days somebody is agitating over something. Can I … Read More

What To Look For In a New York/New Jersey Metro Tax Professional