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Deborah Morgan and Company, Inc. has been helping entrepreneurs, business owners, non-profits and individuals like you grow and prosper for more than 25 years. We specialize in helping you achieve the long-term growth you seek, and we pride ourselves on our uniquely proactive approach to both defining and fulfilling the individual needs of each and every one of our clients

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Deborah Morgan and Company, Inc.
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TAX TIP TUESDAY: Here Comes the New 1040...
Mar 12

Mar 12 TAX TIP TUESDAY: Here Comes the New 1040...

Victoria Swarthout

Prepare yourself for many updates to your typical tax return- there’s a new Form 1040 with six schedules attached.

Protect Yourself from Annual Tax Scams
Feb 27

Feb 27 Protect Yourself from Annual Tax Scams

Victoria Swarthout
Data Security, Tax Tips

As tax season goes on, scammers are setting their traps to steal personal information and tax refunds. Here are some tips to keep your identity safe:

Major Life Changes Ahead? Read This!
Feb 25

Feb 25 Major Life Changes Ahead? Read This!

Victoria Swarthout
Money Management, Retirement Planning, Marriage and Family, Tax Tips

Too often do major life changes have tax implications attached to them. For the unaware, these situations can cause financial stress when you’re blindsided with a fairly large and unexpected tax bill. Here are four examples of major changes that can have complicated tax implications.

TAX TIP TUESDAY: IRS Announces Impact of Government Shutdown
Feb 14

Feb 14 TAX TIP TUESDAY: IRS Announces Impact of Government Shutdown

Victoria Swarthout
Tax Tip Tuesday, Tax Tips

The government shutdown is over (for now) and the IRS is up and running. Here’s a recap of IRS clarifications regarding the impact of the recent shutdown:

Feb 14
Feb 14 TAX TIP TUESDAY: 5 Reasons the IRS Might Audit You

Victoria Swarthout
Tax Tip Tuesday, Tax Tips

Each year, the IRS audits over 1 million tax returns. Knowing what the IRS looks for when selecting audits can help you understand and reduce your likelihood of being audited. Here are five of the most common reasons the IRS may select you for an audit.

Correcting Common Financial Mistakes
Feb 14

Feb 14 Correcting Common Financial Mistakes

Victoria Swarthout
Debt, Money Management, Tax Tips

Forgot to pay a tax bill? Overdrawn bank account? Missed credit card payment? We can help. Read more for simple solutions to common financial mistakes.

TAX TIP TUESDAY: Mileage Rates for 2019
Feb 12

Feb 12 TAX TIP TUESDAY: Mileage Rates for 2019

Victoria Swarthout

Standard mileage rates for 2019 have changed.

TAX TIP TUESDAY: Medical Deduction Change for 2019
Jan 29

Jan 29 TAX TIP TUESDAY: Medical Deduction Change for 2019

Victoria Swarthout
Tax Tip Tuesday

The AGI floor to deduct medical expenses is going up by 2.5%. Will you be affected?

Claiming an Education Credit? Don't Forget the Timing Rules
Jan 26

Jan 26 Claiming an Education Credit? Don't Forget the Timing Rules

Victoria Swarthout
Tax Tips

If you plan on claiming an education credit, make sure you follow the timing rules for expense payments.

Jan 24
Jan 24 New Baby? Consider Opening a 529 Education Savings Plan

Victoria Swarthout
Marriage and Family, Money Management, Tax Tips

Jan 22
Jan 22 Your 2019 Social Security Benefits Recap

Debbie Morgan
Tax Law Updates, Tax Tips, Retirement Planning

Do you collect Social Security? Find out what’s changed for 2019.

TAX TIP TUESDAY: Avoid Excess Taxes on Retirement Account Withdrawals
Jan 22

Jan 22 TAX TIP TUESDAY: Avoid Excess Taxes on Retirement Account Withdrawals

Victoria Swarthout
Tax Tip Tuesday, Money Management, Retirement Planning

Are you managing your annual retirement disbursements?

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