Blog
Richard Lindsey’s Three Ways To Live Out Your Retirement Lifestyle In Advance
First off, now that May is upon us, we're moving into a different mode. We have a few clients on extension (and with whom we will continue to correspond), but our attention is now more turned to other matters: tax planning (more about that soon), working with Mobile...
Tax Freedom Day And Amended Tax Returns For Mobile Taxpayers
When I say, "3.5 months of labor," I'm not actually referring to the work we do here in our Mobile tax office on behalf of our clients. (Frankly, we work the entire year so that these past few months would NOT be as crazy as they might otherwise be.) Nope, I'm...
A Tax Day Thank You From Richard Lindsey
Lifting my heavily-lidded eyes to peer up through the haze of government forms and procedures, I peek at the calendar, which today said: April 17. (If any of the above sounded slightly poetic, that's the coffee talking; I'm a Mobile tax accountant, after all.) Yes,...
Considering Filing A Tax Extension In Mobile? Read This First.
Last week, I wrote all about those deadlines. <shiver> I know for a fact that the very word can strike pain and anxiety into the hearts of certain of my clients (who shall remain nameless). So, this week ... well, I'm going to give you the chance to exhale a...
Richard Lindsey’s List of What Else Is Due On April 18th
It's "go time" around here. Our phones are buzzing, the email inboxes are overflowing, but we are focused like a laser beam on giving our clients the BEST service for their time (and wallet), and ensuring that nobody is paying Uncle Sam more than they should. We've...
Richard Lindsey’s Simple Two-Step Trick for Conquering Procrastination
Apparently, the Republican Congressional leadership understands the impulse of procrastination. Bringing the health care reform bill to an actual vote last week (after months of touting their intentions to repeal the ACA) proved, in fact, to be a difficult task. And...
4 Very Common Mistakes Mobile Investors Should Avoid When Opening An IRA
There are so many different messages coming out of DC, per the media, that if you try to make sense of it all through the mass media lens, then you're bound to work at cross purposes with yourself. There's the Republican health care bill, and the current version of...
Why You Should Consider Giving Away Your Tax Refund by Richard Lindsey
This past Sunday, the NCAA revealed the brackets for March Madness. The country will be inflicted with a particular form of hysteria these next few weeks, but unfortunately, this little national hoops holiday isn't one which my staff and I get much chance to...
Richard Lindsey’s Tax Paperwork Checklist
These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...
Four Tips On Gently Encouraging Your College Graduate Living At Home To Independence by Richard Lindsey
It's a hard world out there, for sure. (You know it's tough when they can't even get the Best Picture award right at the Oscars!) And for our young millennials, it sure seems like things are harder than they were when we were entering the workplace life. If you...
The Top 12 2017 IRS Scams by Richard Lindsey
Every year around this time of year, the Treasury Department releases their list of the various shenanigans that criminals and the like try to pull around taxes. Obviously, this activity peaks around now, and so it's a very good idea to be on your guard. Last week,...
Start The Estate Planning Process During Tax Season by Richard Lindsey
We are rocking and rolling through tax season these days at Ye Olde Lindsey Tax Shoppe. But I woke up Monday to the news that the federal government took in a record $1.08 trillion in taxes during the first quarter of their fiscal 2017 (which ran from Oct '16 - Jan...