Your IRS File

We’ll Cut Through the Red Tape to Get Your IRS File.

You would be surprised to see what information the IRS keeps on file about you. Of course, gaining access to that file and then interpreting that information is best left to a professional who understands the system.

There is no need, after all, to raise any red flags through your requests.

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We can get a copy of your IRS file and help you determine how that file might help you resolve any current tax problems.

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Should I Do A Roth Conversion Before Year-End? When Colorado Springs Taxpayers Should Skip It

Quick Answer: You should only do a Roth conversion if your current marginal tax bracket is lower than your projected retirement rate and you can pay the full tax liability with outside, non-retirement cash. If the extra income pushes you into a higher tax...

Do HSA Funds Expire at the End of the Year? Answers from a Colorado Springs Tax Pro

Quick Answer: Health Savings Account (HSA) funds never expire at the end of the year, so there's no use-it-or-lose-it deadline to beat. Your entire balance rolls over automatically on January 1 because you own the custodial account outright.Key TakeawaysYour HSA...

How To Donate Appreciated Stock to Avoid Capital Gains Tax For Colorado Springs Investors

Quick Answer: Donating your long-term appreciated stock to a qualified charity removes federal and state capital gains taxes and secures an itemized tax deduction for the full fair market value of the shares. To preserve these tax benefits, execute an in-kind DTC...

What Taxes Do You Pay in Retirement That Most Colorado Springs Retirees Overlook?

Quick Answer: The most frequently overlooked retirement tax traps are taxable Social Security benefits, Medicare IRMAA surcharges, and forced Required Minimum Distribution (RMD) tax pileups. These hidden costs occur when mandatory RMDs and uncoordinated pre-tax...

Last Minute Tips for Colorado Springs Taxpayers to File By Extended Tax Day

Quick Answer: To meet the October 15 deadline, pull missing tax records directly from your IRS Online Account and verify your identity using your prior-year AGI or IP PIN. Submitting your e-file before midnight locks in your official timestamp and stops late-filing...

How Much Do Independent Contractors Pay In Taxes? Wilklow & Associates, CPA PC’s Tax Strategies for 1099 Contractors

Quick Answer: How much do independent contractors pay in taxes? Independent contractors typically pay between 25% and 35% of their net profit in total taxes, covering federal and state income brackets alongside the mandatory 15.3% self-employment tax. Because 1099...

What Order to Withdraw Retirement Funds For Colorado Springs Retirees

Quick Answer: The baseline withdrawal order moves from taxable brokerage accounts to pre-tax IRAs/401(k)s, finishing with tax-free Roth accounts. However, an optimal strategy dynamically coordinates all income sources (wages ending, Social Security, Medicare...

Do You Have to Pay Taxes on PayPal, Venmo, or Cash App Payments For Your Colorado Springs Side Hustle?

Quick Answer: You have to pay income tax on any net profit earned through PayPal, Venmo, or Cash App, regardless of whether the platform issues you an official Form 1099-K. However, the IRS only taxes true financial gain, meaning personal bill splits, gift...

What’s the Best Time for Colorado Springs Retirees To Execute Retirement Planning Tax Strategies?

Quick Answer: Retirees should execute retirement planning tax strategies during their gap years, which are the temporary low-income window after you stop full-time work but before Social Security benefits and Required Minimum Distributions (RMDs) begin....

What Are the IRS Rules on Claiming Dependents After Divorce For Colorado Springs Parents?

Quick Answer: The IRS automatically gives the dependent tax claim to the parent the child slept under the same roof with for at least 183 nights. A noncustodial parent can only claim the child if the custodial parent officially signs IRS Form 8332 to pass over...

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