SASS Accounting

Professional Accounting Services at Personal Prices

 

Sass Accounting

221 E. Green Bay Ave.

Saukville, WI 53080

T: (262) 235-4250

F: (262) 235-4249

Admin@sassaccounting.com

Professional Accounting Services

At

Personal Accounting Prices

In Saukville, Wi

Click for Grafton, Wisconsin Forecast

Sass Accounting Newsletter

Sass Accounting now offers a quarterly e-Newsletter.  If you are not already receiving our newsletter and would like to do so, please click below to email our office and request to be added to our email list.

Sass Accounting Quarterly e-Newsletter

Client Comments

You can now see what our clients are saying about us by clicking here.  Please use the link on the bottom of the page to submit your own comments or suggestions.

Taxpayer Bill of Rights

Taxpayer Bill of Rights https://drake.us/wp-content/uploads/2016/11/Taxpayers-Bill-of-Rights.pdf

6 Reasons Your Tax Return Might Get Audited

6 Reasons Your Tax Return Might Get Audited

Published February 18, 2014
FOXBusiness
REUTERS

No one really knows what will trigger an audit by the IRS, which causes many taxpayers to live in fear — and that’s exactly what the agency wants.

“The IRS isn’t going to give you a list of all the things that will definitely trigger an audit. They want filers to file their taxes as honestly as possible,” says Laurie Ziegler, an enrolled agent and director of the National Association of Enrolled Agents.

Read more: 6 Reasons Your Tax Return Might Get Audited
 
Laurie Is Quoted...

In July Laurie was quoted in an article in Accounting Today about the IRS’s biggest challenges http://www.accountingtoday.com/news/tax-practice/tax-pros-highlight-the-irss-biggest-challenges-78573-1.html

In June Laurie was quoted in an article by Kiplinger about reporting the T-Mobile stock giveaway on your tax return http://www.kiplinger.com/article/investing/T052-C001-S003-t-mobile-stock-giveaway-tax-consequences.html

In June Laurie was quoted in an article by Accounting Today about lessons of last tax season http://www.accountingtoday.com/news/tax-practice/woulda-coulda-shoulda-lessons-of-last-season-78357-1.html

In May Laurie was quoted in an article by Accounting Today about free consultations http://www.accountingtoday.com/news/tax-practice/how-free-is-your-free-consultation-78215-1.html

In May Laurie was quoted in an article by Wicked Local about preparing for next year’s taxes http://business-news.thestreet.com/wickedlocal/story/how-to-prepare-for-next-years-taxes/13567975

In April, Laurie was quoted in an article by Forbes about HSA contributions. You can read the article here http://www.forbes.com/sites/ashleaebeling/2016/04/18/the-tax-day-health-savings-account-trick/#306c35533fdb

She was also quoted in an article by Yahoo Finance about credit card rewards. You can read the article here http://finance.yahoo.com/news/credit-card-rewards-arent-taxable-142549431.html

Greater Milwaukee Today recognized Laurie Ziegler, EA, for receiving the NAEA Excellence in Public Awareness Award.

Laurie Ziegler, EA, is quoted in the Accounting Today article“Keep in Touch:  Communicating with Clients Off Season.”

 
Do You Want A Bigger Tax Refund or Bigger Paycheck?

“Hobby vs. Business” – Laurie is quoted in this article regarding hobby vs. business

http://www.accountingtoday.com/news/tax-practice/taxing-pursuits-advising-clients-on-hobby-vs-business-76974-1.html

 
2017 Mileage Rates

 

The standard mileage rates for 2018 are:

Please note, we have included 2017 mileage rates for your comparison.  

2018 rates have not been released yet & will be updated when we get them.

 

Mileage                                  2017 Rate/Mile             2018 Rate/Mile

Business Travel                                53.5¢                                     ¢

Charitable Work                               14.0¢                                     ¢

Medical/Moving                                17.0¢                                     ¢

 
Free Electronic Donation Tracking

Be green!  Manage your donations electronically.  It's easy!  Just visit this link to Goodwill website.  Once there, click on the Donation Receipt Builder box and either log in to your account or create one if you don't have one already.  It's free!

Here is a chart to help you determine the value of your donated items.  Donation Values

 
Tips for Charitable Contributions
Many people contribute to charity throughout the year.  The IRS wants to remind those who donate of some of the laws governing the contributions and your taxes.  If you donated to charity this year, you may want to take a moment to read this article.  IRS Offers Tips for Year-End Giving
 
Did You Receive a CP-2000 Letter from the IRS?

Imagine that you are a teen with a curfew.  You come home on time, go to the basement and watch tv.  Your folks look for you in your bedroom and you are not there.  You are now going to be in trouble for coming home late.

But you weren't late, you just weren't where your folks thought you should be.  A simple explanation that you were downstairs watching tv will clear up the misunderstanding.

The same method is often all that is required with a CP-2000.  There are other issues that will be brought to your attention on a CP-2000, but often is is something as simple as this analogy.  Wrong place, right time.

A CP-2000 is just letting you know that information the IRS has doesn't match what is on your return.  It could be, and often is, a matter of them looking for the number on one line....but you put it on a different line.  Don't fear the CP-2000.  It requires an explanation so the IRS will understand.  That's all.

*IMPORTANT! If you receive any letters from the IRS you should contact us right away at (262) 235-4250. We will need to see the ORIGINAL notice that you receive. Notices may be mailed, faxed, emailed, or dropped off at our office. We will review the letter to see what action needs to be taken to correct the issue, and get back to you.

 
Microsoft Office Lens App

Microsoft Office Lens app – an easy way to scan documents with your mobile device

https://microsoft.com/en-us/store/apps/office-lens/9wzdncrfj3t8

 
Apps To Help Track Mileage

MileIQ The smart mileage tracker – An easy way to track your mileage. This is available for iPhone & Android devices. 

https://www.mileiq.com/

 
WI Revenue Mobile App

The WI Revenue mobile app allows you to use a number of their popular tax-related online services found on their website, such as: Refund look-up, estimated tax payment status, updates & more. http://www.revenue.wi.gov/mobile/

 
What Is an NTPI Fellow?

NTPI Fellow.  If you have dealt with certified tax preparer, you may have seen this designation by their name and not thought twice about it.  If you haven't seen it, this article will explain why you should be looking for this designation when selecting a tax preparer for both business and personal tax purposes.

And yes, if you check the link of NTPI Fellows in the United States, our own Laurie W. Ziegler is on that list.

NTPI Fellows

 
NAEA Commercial

As part of the NAEA's ongoing efforts to raise public awareness of the profession, they have produced a short commercial to explain the benefits of using an Enrolled Agent for your tax needs.

 
IRS Tax Preparer Requirements
The IRS recently released a overview of the different types of tax preparers and the qualifications that need to be met before they are able to complete tax returns.  Please take a moment to read this article and see why an Enrolled Agent is your best choice for a tax preparer.
 
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until April 15th 2018

NAEA
Enrolled Agent

The New EA Directory

Make sure your friends and relatives can find a qualified tax profession! The new and improved EA directory is now available: http://taxexperts.naea.org/

Where's My Refund?

Taxpayers can check their refund status by visiting the appropriate website below.

Federal Tax Return - Note: You must wait 72 hrs from the time you eFiled to obtain information.  If you paper file, you must wait 3 weeks.

Wisconsin Dept of Revenue



File Online