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

Laurie Ziegler

Laurie W. Ziegler, EA, NTPI Fellow

 
For Our Clients Who Filed An Extension

For our clients who filed an extension for their taxes, the deadline for PARTNERSHIP & CORPORATION RETURNS is September 15, 2017.  Appointments must be made or all information must be received by us BEFORE September 1, 2017 to avoid a late fee of $43.00.  The deadline for PERSONAL RETURNS is October 15, 2017.  .  Appointments must be made or all information must be received by us BEFORE October 1, 2017 to avoid a late fee of $43.00.

 
Appointment Schedule

May-December our regular office hours are 8:30am-12:30pm Monday-Thursday, afternoons and Fridays by appointment.

 
ACA Addendum Form

The Patient Protection and Affordable Care Act (PPACA) 2010 HR3590, or Affordable Care Act (ACA) for short, is the new health care reform law in America and is often called by its nick-name Obamacare. The Patient Protection and Affordable Care Act is made up of the Affordable Health Care for America Act, the Patient Protection Act, and the health care related sections of the Health Care and Education Reconciliation Act and the Student Aid and Fiscal Responsibility Act. It also includes amendments to other laws like the Food, Drug and Cosmetics Act and the Health and Public Services Act. Since being signed into law additional rules and regulations have expanded upon the law, we have attempted to update our summaries with those changes.

In order for Sass Accounting to complete your Taxes, we are required to have every client sign the ACA Addendum Form and submit it to us. This must be done BEFORE we are allowed by law to do your taxes. Please use the link below to download the form, fill it out and return it to us.

CLICK HERE for the ACA Addendum Form

IRS has listened to the insurance companies and businesses who are required to issue Forms 1095-B and 1095-C this year.  They have expressed concern over accurately completing the forms and getting them out to taxpayers (and to IRS) by their due dates.  IRS has granted an extension for the issuance of these forms for the 2016 calendar year.  Form 1095-B & 1095-C are NOT needed in order to complete your tax return.  However, those who have insurance obtained through the Market Place will be receiving a 1095-A and we CANNOT complete your tax return without it whether or not you had advance payment tax credit.

If you were covered by health insurance at any time this year, you should be receiving a Form 1095 that will be needed to complete return.

Click here to read more

 
Affordable Health Care Act & Insurance

Do you have questions about the Affordable Care Act? Are you looking for affordable health insurance options? Drakehealth.com is the solution.  Their calculator will assist you in determining your health insurance subsidy and their resources section has many answers to your questions regarding the Affordable Care Act.  Follow the links below to get started.

If you are under 65, follow this link:http://drakehealth.com/site/svc/egateway?sid=16062


If you are age 65 or older, here's a link for you:http://drakehealth.com/site/svc/egateway?sid=16062&AGE=65

 
2016-2017 Key Numbers

Many numbers we use in our profession are indexed for inflation. The effective date for many of these inflation calculations is August 31. This chart contains the amounts for 2016 and 2017 for many items we deal with on a regular basis. These amounts are the official IRS amounts. Any amounts that have not yet been released by IRS as of this article's deadline are indicated with an asterisk.

Read More Here

 
Security At Tax Time

Be Smart About Security at Tax Time 

Although the IRS reports a 400 percent surge in phishing and malware incidents during the 2016 tax season, there are simple steps you can take to help protect yourself.

Here are nine hints that can help:

Read more: Security At Tax Time
 
Fighting Tax Scam Phone Fraud Four Ways

Fighting Tax Scam Phone Fraud Four Ways

(NAPS)—The Internal Revenue Service has a warning for many Americans (and it’s not about pay- ing your taxes). Instead, the agency has tips on how to protect yourself from tele- phone scam artists calling and pretending to be with the IRS.

Read More

 
Scams & The IRS

Scams and identity theft that affect the IRS have been on the rise.  Here are three common types to be aware of:

Avoid Scammers: Don’t answer calls or texts from these area codes.

http://wsvn.com/news/us-world/avoid-scammers-dont-answer-calls-or-texts-from-these-area-codes/

IRS-Impersonation Telephone Scam

An aggressive and sophisticated phone scam targeting taxpayers, including recent immigrants, has been making the rounds throughout the country. Callers claim to be employees of the IRS, but are not. These con artists can sound convincing when they call. They use fake names and bogus IRS identification badge numbers. They may know a lot about their targets, and they usually alter the caller ID to make it look like the IRS is calling. 

Read more: Scams & The IRS
 
Certain Medicaid Waiver Payments May Be Excludable From Income

Certain Medicaid Waiver Payments May Be Excludable From Income

If you receive payments from the state Medicaid program, there is tax relief for some of those payments if you qualify

Read more: Certain Medicaid Waiver Payments May Be Excludable From Income
 
Forget Something on Your Tax Return? You Can Amend the Return

If you realize you forgot something on your tax return, you can amend that return after it has been filed. There are many reasons individuals need to amend their returns, whether it is for the just-filed return or prior year returns. Here are some key points when considering whether to file an amended federal (Form 1040X) or state income tax return.

Read more: Forget Something on Your Tax Return? You Can Amend the Return
 
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

 
<< Start < Prev 1 2 Next > End >>

Page 1 of 2
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