Our Financial Blog
MA DOR – Letter of Assessment
Heads Up! We have learned that the MA DOR seems to be actively sending out more of their Letters of Assessment. This could be Covid related since the state is not bringing in as much tax revenue as forecasted. Regardless, you need to be aware that if you owe the state...
IRS Notice 1444 (EIP)
Keep Your 2020 Economic Impact Payment notice with other tax records People who received an Economic Impact Payment this year (2020) should keep Notice 1444, Your Economic Impact Payment, with their tax records. This notice provides information about the amount...
When Can I Be Vaccinated
Learn where you will fit into the COVID-19 vaccine distribution timeline. The Baker-Polito Administration and the Department of Public Health developed a vaccine distribution timeline after extensive consultation with the Massachusetts Vaccine Advisory...
Covid-19 Distributions
If the Caronavirus has had negative effects on your finances, temporary changes to the rules under the CARES Act may give you more flexibility to make an emergency withdrawal from tax-deferred retirement accounts during 2020.
Seniors Helping Seniors 2
Going Alone to Medical Appointments May Be Dangerous to Your Health? Here’s a chapter out of Anne’s relationship with Joe and Elaine of Pinehills Tax Services and ardent believers in Seniors Helping Seniors! If you would like to read the back story on our...
Senior Circuit Breaker (CB) Tax Credit – 2020
Senior Circuit Breaker Tax Credit Certain seniors who own or rent residential property as their principal residence are eligible for a refundable tax credit. Find out if you qualify. Page updated: September 25, 2020. What to know As a senior citizen, you may be...
Additional REsources
A Few Other Resources We’ve Created for Our Customers
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MA DOR – Letter of Assessment
Heads Up! We have learned that the MA DOR seems to be actively sending out more of their Letters of Assessment. This could be Covid related since the state is not bringing in as much tax revenue as forecasted. Regardless, you need to be aware that if you owe the state...
IRS Notice 1444 (EIP)
Keep Your 2020 Economic Impact Payment notice with other tax records People who received an Economic Impact Payment this year (2020) should keep Notice 1444, Your Economic Impact Payment, with their tax records. This notice provides information about the amount...
When Can I Be Vaccinated
Learn where you will fit into the COVID-19 vaccine distribution timeline. The Baker-Polito Administration and the Department of Public Health developed a vaccine distribution timeline after extensive consultation with the Massachusetts Vaccine Advisory...