Author: acesassociates

End of an Era

It is with heavy hearts and joy that we are letting you know that Susan has decided to retire and thus we are closing our Santa Fe office. For many personal reasons Susan and Amanda both feel they need to take a step back. Susan has had forty-two fulfilling years working with so many of […]

Tax News Spring 2024

Dear Client, Tax season always brings out the scammers who are trying to get your personal information. Each year the Internal Revenue Service publishes the list of the “Dirty Dozen” top scams. This list is updated each year, with new scams popping up every year, but there are some common ones that persist year after […]

Tax News Winter 2023

Dear Client, Best wishes for a wonderful holiday season and a very happy new year as we move from 2023 to 2024. We appreciate your business throughout the year and look forward to working with you in the upcoming tax season.We are available to help you with your year-end tax planning for your individual tax […]

Tax News Fall 2023

Dear Client:  Now is the time of the year we start planning for your year-end taxes. To be sure there are no surprises when your taxes are prepared, it is time to verify your payroll withholding or estimated tax payments prior to the September 15th deadline.  For our clients who do not have a business, […]

Winter 2022/2023

Dear Client: Best wishes for a wonderful holiday season and a very happy new year as we move from 2022 to 2023. We appreciate your business throughout the year and look forward to working with you in the upcoming tax season. We are available to help you with your year-end tax planning for both your […]

Dear Client:

So far this year, both Congress and the IRS have been quiet with no new legislation or significant tax changes to report. There are some bills going through Congress at this time proposing changes to retirement plans and changes to tax filings, but there are still several hurdles to cross before they are signed into […]

Child Tax Credit Eligibility Assistant

Update Portal helps families monitor and manage Child Tax Credit payments IR-2021-130, June 22, 2021 WASHINGTON — The Internal Revenue Service today launched two new online tools designed to help families manage and monitor the advance monthly payments of Child Tax Credits under the American Rescue Plan. These two new tools are in addition to […]

IRS begins correcting tax returns for unemployment

WASHINGTON – The Internal Revenue Service will begin issuing refunds this week to eligible taxpayers who paid taxes on 2020 unemployment compensation that the recently-enacted American Rescue Plan later excluded from taxable income.The IRS identified over 10 million taxpayers who filed their tax returns prior to the American Rescue Plan of 2021 becoming law in March and […]

Recovery Rebate Credit

The IRS announced last week that, as required by law, all legally permitted first and second round of Economic Impact Payments have been issued. Get My Payment was updated on January 29 to reflect the final payments and will not be updated again. If individuals didn’t receive all or part of their payment, they may […]