are social security benefits taxable – The Burns Firm – Advisors of Complex Financial Matters

Beware of a Stealth Tax on Social Security Benefits

March 19th, 2024|Categories: are social security benefits taxable, Burns Firm, CPA, CPA Dallas, CPA near me, Dallas CPA, Social Security, Social Security Benefits, Tax, Tax Advisor, The Burns Firm|Tags: are social security benefits taxable, are social security benefits taxed, CPA Advisor, cpa near me, Dallas CPA, social security benefits, tax, tax advisor, tax on social security benefits, The Burns Firm|

Some people mistakenly believe that Social Security benefits are always free from federal income tax. Unfortunately, that’s often not the case. In fact, depending on how much overall income [...]

Four Tax Challenges You May Encounter If You’re Retiring Soon

May 30th, 2023|Categories: Accountant, are social security benefits taxable, Burns Firm, CPA, CPA Dallas, CPA near me, Dallas CPA, Retirement, Services, Tax, Tax Advisor, Tax Planning, The Burns Firm|Tags: cpa near me, Minimum Distributions, Planning for Retirement, Retirement, social security benefits, Social Security Benefits and Retirement, tax advisor, Tax and Retirement, tax planning for retirement, The Burns Firm|

Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s a brief rundown of [...]

Social Security Recipients Will Receive a Large Increase in 2023

October 13th, 2022|Categories: Accountant, Accounting, are social security benefits taxable, CPA Dallas, Services, Social Security, Tax, Tax Advisor, The Burns Firm|Tags: social security, tax, tax advisor, The Burns Firm|

Monthly Social Security and Supplemental Security Income (SSI) benefits for more than 70 million Americans will increase 8.7% in 2023, the federal government just announced. On average, the Social Security Administration [...]

Tax Season Filing Tips

May 24th, 2022|Categories: Accountant, Accounting, are social security benefits taxable, Burns Firm, Business, Corporation, CPA, CPA Dallas, CPA near me, Dallas CPA, Dallas tax return preparer, Delinquent Tax, Estimated Tax, Estimated Tax Payments, Exemptions, Expenses, Gift Tax, household employees and tax, Inheritance, Partnership, S Corporation, Services, Small Business, Tax, tax accountant, tax accountant near me, Tax Credits, Tax Cuts, Tax Deductions, Tax Planning, Tax Preparation, Tax Return, tax scams to be aware of, tax write-offs, The Burns Firm|

Did you know that tax return errors can delay refunds and increase audit risk? Before your tax return preparation appointment, make sure you've gathered all 2021 tax documents received, such [...]