Charles F. Morgan, CPA, P.C.


31 Old Etna Road
Suite N-4 PO Box 111
Lebanon, NH 03766
Phone: (603) 448-6200
sales@lebanonnhcpa.com

Our Financial Services:


Accounting Services
Tax Services
Consulting & Advisory Services
Financial Services
Assurance Services
Home | Our Services | About Us | Contact Us  
 

Tax Center


Due Dates
Retention-Guide
Tax Rates

Tax Tips


For Individuals
For Businesses
Tax Financial

Glossary
IRS forms

 

Tax Tips For Individuals

Tax Incentives for Higher Education

    The tax code provides a variety of tax incentives for families who are paying higher education costs or are repaying student loans. You may be able to claim an American Opportunity Credit or Lifetime Learning Credit for the qualified tuition and related expenses of the students in your family who are enrolled in eligible educational institutions.
Check Withholding to Avoid a Tax Surprise
    If you owed tax last year or received a large refund you may want to adjust your tax withholding. Owing tax at the end of the year could result in penalties being assessed.
5 Tips For Early Preparation
    Earlier is better when it comes to working on your taxes. The IRS encourages everyone to get a head start on tax preparation. Not only do you avoid the last-minute rush, early filers also get a faster refund.
Amended Returns
    Oops! You've discovered an error after your tax return has been filed. What should you do? You may need to amend your return.
Filing an Extension
    If you can't meet the April 15 deadline to file your tax return, you can get an automatic six month extension of time to file from the IRS. The extension will give you extra time to get the paperwork in to the IRS, but it does not extend the time you have to pay any tax due. You will owe interest on any amounts not paid by the April deadline, plus a late payment penalty if you have paid less than 90 percent of your total tax by that date.
Car Donations
    The IRS reminds taxpayers that the rules for taking a tax deduction for donating cars to charities have changed. The American Jobs Creation Act of 2004 has altered the rules for the contribution of used motor vehicles, boats and planes after Dec. 31, 2004.
Contact Us so we can help you with your tax preperation and additional tips.
 
Home | Our Services | About Us | Contact Us
Copyright 2004-2016 Charles F. Morgan, CPA, P.C. All rights reserved.
 
Securities offered through Securities America, Inc. Member FINRA/SIPC Charles F. Morgan, CPA, Registered Representative
Advisory Services offered through Securities America Advisors, Inc., Charles F. Morgan, CPA, Registered Representative
The Charles F. Morgan, CPA Firm and Securities America companies are not affiliated. Tax services provided by Charles F. Morgan, CPA Firm.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This site is published for residents of the United States and is for informational purposes only and does not constitue an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in the states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every preson listed.

Securities offered through Securities America, Inc., a registered broker / dealer; member FINRA/ SIPC, Charles Morgan, Registered Representatives and Advisory services offered through Securities America Advisors, Inc. an SEC registered investment advisory firm, Charles Morgan, Investment Advisor Representatives. New England Wealth Advisors, 255 Daniel Webster Highway, Merrimack, NH 03054-4807 Phone: 603-429-0968.

The Charles F. Morgan, CPA Firm and the Securities America companies are not affiliated.