Archives for: "January 2015"

VITA: Day One

January 30th, 2015
Wednesday was our first day of VITA locally. Taxpayers came in at a steady, but not fractic, pace. The slightly earlier opening of the program will help smooth out the demand for the first three weeks. As always there were a few unusual or new issues.… more »

Education Credits: Tax-Aide Has It Wrong

January 23rd, 2015
I’ve been talking and writing about education credits intermittently for a year. I’ve written articles, notified accountants, designed flyers, prepared tools for tax professionals, and am readying for making presentations. My latest contribution… more »

Education Credits in TaxWise

January 19th, 2015
Over the past year I've written long articles and prepared materials for an Education Credit Toolkit. Some of it may be intimidating since it gets into the tax code and regulations. This is a brief set of instructions for reporting education credits in… more »

Excelling With Access

January 16th, 2015
Introduction If all of your financial records are maintained in Excel spreadsheets then you may be missing out on many of the advantages of using Access databases. Microsoft Access may already be available in your version of Microsoft Office. It is a… more »

Site Year in Review

January 4th, 2015
While I have been blogging for several years now, and writing for many, many years before, 2014 was one of my most consistent years. The challenging thing about continuously posting new content is that I don't write just to be noticed. While I enjoy… more »