We have all kinds of tax professionals under our umbrella including a Los Angeles former IRS agent. We make it our business to have an excellent team of tax professionals at the ready for you.
That way, you’ll always have the best information and experts ready to help you with any of your tax compliance issues. Our number one priority is always making sure you stay off the government’s radar.
That’s why we’ve put together a list of mistakes you should avoid when you’re newly married and filing taxes together.
- You may have changed your last name when you got married or decided to keep the one you were born with. You might be filing joint income tax but keeping your separate last names. The point is, there are a variety of different ways to file but you need to make sure everyone files under the right name so there are no mistakes. The IRS is continually looking for people who are trying to defraud the government. Remember, if you and your new spouse make over $250,000 dollars a year, using the proper names is even more essential.
- Any Los Angeles former IRS agent will tell you that banking needs to be carefully navigated when you’re filing your taxes as a newlywed. Many married couples forget that they had separate bank accounts before their big day. This can cause confusion for any refunds you get as well as the contact information and other important details on your filing report.
- It’s important to keep in mind that you are married and both need to sign off on your tax report. You might have been used to filling out your taxes all by yourself — now you need to include all the necessary data for your spouse as well.
There are some things that you need to take into account when you’re filing online. Keep in mind that even tax documents that are done over the Internet need to be filed and signed electronically.
Even when you have a professional do your taxes for you, it’s a good idea to give the final documents a once over before you file them.
Understanding all the different mistakes you can make and avoiding them is all about attention to detail. A Los Angeles former IRS agent knows what to look for.