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Essential Financial Management, LLC

  • 6777 Wadsworth Blvd
  • Arvada, CO 80003

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News

TAS Success Story: TAS Resolves A Tale of Two Investment Claims

November 23, 2022  –  Every year the Taxpayer Advocate Service (TAS) helps thousands of people with tax problems. This success […] The post TAS Success Story: TAS Resolves A Tale of Two Investment ...

NTA Blog: Giving Thanks, Giving Tuesday (November 29): Tax Benefits and Charitable Contributions

November 22, 2022 – On Thanksgiving, together with my family, I will pause, reflect, and give thanks for the good […] The post NTA Blog: Giving Thanks, Giving Tuesday (November 29): Tax Benefits an...

Tax Pros: Renew your PTIN by Dec. 31, 2022

If you prepare or help prepare federal tax returns for compensation, you must have a valid Preparer Tax Identification Number […] The post Tax Pros: Renew your PTIN by Dec. 31, 2022 appeared first ...

NTA Blog: Update on IRS Progress in Working Through Its Backlog of Paper-Filed Tax Returns and Correspondence (Part Three)

November 10, 2022 -This is Part Three of a blog series on IRS Processing and my recent experience at the […] The post NTA Blog: Update on IRS Progress in Working Through Its Backlog of Paper-Filed ...

NTA Blog: My Recent Kansas City Campus Experience (Part Two)

November 2, 2022 – As discussed in Part One, I, together with several other IRS executives, had the honor to […] The post NTA Blog: My Recent Kansas City Campus Experience (Part Two) appeared first...

NTA Blog: My Recent Kansas City Campus Experience (Part One)

November 1, 2022 – Earlier this month, I spent a week at the IRS campus in Kansas City helping campus […] The post NTA Blog: My Recent Kansas City Campus Experience (Part One) appeared first on Tax...

TAS Tax Tip: File Your 2021 Tax Return to Claim Certain Credits Before Time Runs Out to Use IRS Free File Options!

October 28, 2022 – The Taxpayer Advocate Service shares information to help taxpayers claim credits on their 2021 tax returns. […] The post TAS Tax Tip: File Your 2021 Tax Return to Claim Certain C...

TAS Tax Tip: Tax resources for individuals filing a federal income tax return for the first time

October 27, 2022 – The Taxpayer Advocate Service shares information to help first-time filers meet their federal tax obligations. Every […] The post TAS Tax Tip: Tax resources for individuals filin...

TAS Tax Tip: Did IRS adjust your charitable contribution deduction?

October 26, 2022 – The Coronavirus Aid, Relief, and Economic Security (CARES) Act enacted March 27, 2020, permits taxpayers to […] The post TAS Tax Tip: Did IRS adjust your charitable contribution ...

TAS Tax Tip: Feel like you are not responsible for a debt owed by your spouse or ex-spouse?

October 17, 2022 – If you file jointly and your spouse has a debt (this can be a federal, state […] The post TAS Tax Tip: Feel like you are not responsible for a debt owed by your spouse or ex-spou...