Did you know that September is National Preparedness AND National Self Care Awareness month? Care for yourself and your loved ones and RECORD, REVIEW and RETHINK your budget! RECORD – what you spend this month REVIEW – what types of expenses you had at the end of the month RETHINK – your spending – how… Read More

Were you not able to get the Economic Impact Payment aka stimulus payment for your children? The IRS announced recently it will reopen the registration period for people who didn’t receive $500 per child payments earlier this year. Use the IRS.gov Non-Filers tool starting Aug. 15 through Sept. 30 to enter information for qualifying children to receive the supplemental $500 payments. Per the… Read More

D&L Financial Services is here for you during the “off season” of taxes to help you plan. During Back to School month, did you know that you are entitled to a free credit report once a year from EACH of the 3 credit bureaus? At AnnualCreditReport.com you can get a truly free credit report. Per their… Read More

From D&L Financial Services to all of you, Have a Safe and Happy 4th of JULY!!! ​Help keep your identity safe: If you have not yet done so, Go to My Social Security and create an account. By creating your account, identity thieves can NOT create one for you without your knowledge. If you already have… Read More

If you have been waiting for an in-person appointment, you are in luck! We are now accepting in person tax appointments. ​BOOK HERE to books yours today! If an in-person appointment is needed, please note: We will ask you about your health that day when you enter. PLEASE, if you are NOT feeling well or have… Read More

If the IRS sent you an Economic Stimulus Payment for a deceased loved one, the IRS instructions to return the funds – per the IRS site – for CA residents are below: If the payment was a paper check: 1.      Write “Void” in the endorsement section on the back of the check. 2.      Mail the… Read More

For those clients who are Required to take Minimum Distributions OR are worried that the market has decreased your balance to the extent there is not much there to withdraw, GOOD NEWS! RMDs have been suspended for the 2020 tax year. So, you can elect to NOT take the RMD in 2020 and you do not have to… Read More

This is by far, the most commonly asked question right now. CNN posted an article today and I verified on the IRS FAQ Section of their stimulus page that if you OWED the IRS money in 2018 and 2019 the IRS will NOT use that account to send the stimulus check. Per the IRS Site:… Read More

That day that Tax Preparers everywhere anticipate reaching is upon us, April 15th!  Usually that means that April 16th I have a day off and go get a mani/pedi and enjoy lunch with a friend or two. This year, the world is very different.  Covid 19 has turned our worlds upside down, BUT has allowed… Read More

UPDATES FROM INTUIT…SOFTWARE IS STILL BEING UPDATED TO CONFIRM WITH THE FOLLOWING: Federal Tax Updates (Updated 3/20/20) The 2019 Tax Filing Deadline and payment deadline is July 15, 2020 On March 20, the Secretary of Treasury announced via Twitter that, at the direction of the President, they will extend the 2019 tax filing deadline to July 15,… Read More