Category Archives: Individuals


Save Yourself from a Tax Scam

26

Mar 2015

Save Yourself from a Tax Scam

If you’ve fallen prey to a tax scam, you’re not alone. Hundreds of thousands of people have been tricked into money and identity loss by frauds posing as the IRS. With the tax deadline rapidly approaching, you’ll want to be sure you don’t get suckered in by these scammers! We’ve shared a few tips to keep in mind to make sure your money stays where…

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Tax Filing Tips for Same-Sex Couples

20

Mar 2015

Tax Filing Tips for Same-Sex Couples

A big congratulations to all the same-sex couples that got married last year! As you move forward into wedded bliss, you’ll have the opportunity to decide how to file your taxes and make the most of your financial benefits. In California, same-sex couples were allowed to legally wed as of June 2013. In August 2013, the IRS began recognizing same-sex couples as married for tax…

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Tips To Bring You Cash Come Tax Time

26

Feb 2015

Tips To Bring You Cash Come Tax Time

Tax season can be a stressful time for many people. The best part, of course, is the refund! A little extra cash can mean a lot of fun or the start of a great savings. If you’re typically eligible for a tax refund, we want to help you ensure you’ll see a nice return. Here are a few ways to make sure you’ll get as…

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8 Reasons to Have Paragon Prepare Your Taxes This Year

10

Feb 2015

8 Reasons to Have Paragon Prepare Your Taxes This Year

It is estimated that about 60% of Americans use professionals to prepare their tax returns. While the majority of tax preparers are honest and experienced, there are an unfavorable few who use their occupation as a way to steal your identity and commit refund fraud. If you’ve ever been caught up in tax scam, you know that the taxpayer is wholly responsible for their return,…

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Not All Audits Are The Same

18

Jan 2015

Not All Audits Are The Same

Not all audits are the same! If you’ve ever received a dreaded letter from the IRS, we can help. It is in your best interest to keep your tax returns and supporting documents, as audits normally can go back up to three years (in some cases indefinitely) and can be performed at any time. The most common audit is a correspondence audit, basically a letter…

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Get Prepped For Tax Season

11

Jan 2015

Get Prepped For Tax Season

The IRS recently announced that the 2015 tax season will open as planned this month. While many were fearful that the extended provisions would delay the start of filing, the provisions were renewed by Congress at the end of the year, pushing the final preparations for tax season forward.  You will be able to file your tax return as early as January 20th; both electronic…

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Simple Ways To Protect Your Bank Account

03

Dec 2014

Simple Ways To Protect Your Bank Account

Fraudulent activity affects many people worldwide. Luckily, there are a few simple things you can do on your own to protect yourself from trouble and avoid losses. Stay On Top of Things: Check your balances and statements regularly to ensure that you’ll catch an act of fraud quickly if it does occur. One problem that can come up for those who aren’t on top of…

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Sweet Tax Breaks That Only Homeowners Can Enjoy

04

Nov 2014

Sweet Tax Breaks That Only Homeowners Can Enjoy

There are many compelling reasons to own a home – some personal, some financial. While you’ll continuously reap the benefits of owning a home, you’ll really catch a break during tax season. Happy homeowners get to experience some appealing tax benefits. Mortgage deduction is one of them, which allows you to deduct the mortgage interest paid on your home. This is a big one! You…

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Do You Know Where Your Tax Breaks Are Going?

24

Oct 2014

Do You Know Where Your Tax Breaks Are Going?

If you’ve been planning what to do with your tax refund, you may want to hold tight. Over 50 tax breaks are left in the hands of Congress, many of which expired in December 2013, and some that most likely effect you directly, specifically students, retirees, and homeowners. Congress has not yet approved an extension for many of these popular tax breaks, which of course can…

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The Best Ways to Maximize Your Social Security Benefits

19

Oct 2014

The Best Ways to Maximize Your Social Security Benefits

For a lot of us, Social Security is something we often hear about, but maybe don’t spend too much time thinking about. While reaping the benefits of Social Security may seem like something in the far future, we’ve shared some ideas to help your make the most of all your hard work when the time comes. One of the best ways to ensure you’re receiving…

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