Blog
A Why Estate Planning Now Take by MJM Income Tax
Yeah, we all know that old adage about death and taxes (one with which I’m intimately familiar in my line of work).Yet so few people think to plan for either inevitability. We seem to have an obsession with avoiding them – and believe me, I get it. And I’m obviously...
Tax Documentation NW Tucson Filers Should Keep and Why
Yes, it’s true, NW Tucson friends… the financial markets look pretty rough as I write this, on top of a pretty rough end of last week. Inflation continues to wreak havoc … and the smartypants quants in Wall Street don’t seem to have confidence that the government or...
How NW Tucson Taxpayers Can Check Their Social Security Statement and Status
Are you stressed? Anxious?If so, you're not alone. As someone who is "in the trenches" with MANY NW Tucson families and small business owners (as well as plenty outside of our NW Tucson area), I'm hearing from many who are deeply struggling ... and who also find...
MJM Income Tax’s Guide to The Tax Benefits of Marriage (& Drawbacks)
Memorial Day always seems to be the mark of the start of summer: school’s out, NW Tucson pools open, backyard barbecues commence, and wedding season goes full tilt (I’ve got some insight on the tax benefits of marriage coming at you today)... Seems strange...
Multilevel Marketing Tips for NW Tucson First-Timers
Summer break. For NW Tucson school-age children, those are the two sweetest words in the English language. For parents, it’s … a mixed bag. You might have family vacations and cookouts and some memory-making planned, but it also means YOU are the one figuring out what...
MJM Income Tax’s Case for Umbrella Insurance
So, this is the time of year when IRS notices start pouring into NW Tucson mailboxes. And while the IRS has put a hold on a lot of those, some are still trickling through.And no one likes getting them.The problem right now is that the IRS is still in “treading water”...
Buy Now Pay Later Pitfalls NW Tucson Shoppers Should Beware
Although the strain of tax season is behind us, I know we all are feeling the weight of financial strain on our daily lives.The pressure cooker of inflation, pandemic / post-pandemic, cultural upheavals, global friction, political shifts, etc. has really taken its...
When Amending a Tax Return Is Right for NW Tucson Taxpayers
Here we are in May. The tax deadline is in the rearview … and we’re still here for our NW Tucson friends. Ready to rock on your behalf. Today I’m talking about second chances.Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button – a...
Why Disability Insurance Matters – MJM Income Tax’s Take
Now that the tax deadline has come (and gone - whew!), it’s time to start thinking about the rest of 2022… and future possibilities of all kinds – both good and, well, not so good. The good? There are steps NW Tucson taxpayers like you can take now to help lower...