Roger Jellison

Roger Jellison
Roger is a seasoned finance and accounting professional with 8 years of public accounting and over 25 years of private company experience in a broad range of industries including manufacturing, distribution, technology (software, hardware, and telecom), construction, and services.

Turbotax Teacher Discount Education Discount

Turbotax Teacher Discount Education Discount

The IRS has partnered with many companies to provide free web-based tax preparation services, but only if the taxpayer’s adjusted gross income is less than $69,000 . Read more about ways you could file your taxes for free. Be sure to apply to these free services only through the IRS website as scammers pretending to be members of the ...

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Examples Of Itemized Deductions

Examples Of Itemized Deductions

It’s $18,650 if you qualify for the head of household filing status. It can take a lot of itemized deductions to exceed these generous amounts. In lieu of itemizing, taxpayers can reduce their taxable income by a flat amount via the standard deduction. If a taxpayer’s itemized deductions are more than the standard deduction, they ...

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Tax Definition

Tax Definition

The amount and timing of deductions for business expenses is determined under the taxpayer’s tax accounting method, which may differ from methods used in accounting records. These brackets are the taxable income plus the standard deduction for a joint return. For example, a couple earning $88,600 by September owes $10,453; $1,865 for ...

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What Is The Energy Tax Credit For 2020, 2021? How To Claim & Qualify

What Is The Energy Tax Credit For 2020, 2021? How To Claim & Qualify

We have you covered and are here to share some information regarding Recovery Rebate Credits so you can feel more informed and possibly save money on your 2020 taxes. Of course it’s always a little more complicated than this and I recommend using a tax accountant this year even if you normally file them yourself, just to make sure ...

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Turbotax Is Open And Accepting Tax Returns Now!

Turbotax Is Open And Accepting Tax Returns Now!

If you’re looking for an excuse not to e-file, it isn’t cost, because the IRS and states do not charge for e-filing. The only costs associated with e-filing are those charged by a tax preparer or tax software. Depending on the software brand and version, electronic filing charges have ranged from free to around $25. You can still ...

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Of Your Social

Of Your Social

Each week, Zack’s e-newsletter will address topics such as retirement, savings, loans, mortgages, tax and investment strategies, and more. As you’re using the Social Security tax calculator, there are some other factors that could push you over the line. If you receive a pension or dividends from investments, that will be ...

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