Lewis and Schiefer, LLC: Income Taxes, Living Trust & Financial Interests.
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January - July 2016

At Lewis & Schiefer, LLC, it is our goal to use electronic communication as much as possible and reduce our environmental footprint.

Soon we will be offering electronic delivery of your annual tax preparation packet through encrypted email. This is the first step towards transitioning into several new phases of digital business for us.

For many years, we have been communicating electronically with the IRS as part of the work we do for our clients. We see establishing our future online Client Portal as part of an advanced and more available means of doing business.

We hope that everyone who already enjoys the many benefits that the internet is now providing, will find managing your tax documents online an extra benefit at Lewis & Schiefer, LLC.

In the future, we will be seeking your input, while we build your personal profile and establish your connectivity.

We appreciate your patience and sincerely look forward to serving you.

Joe Schiefer & Roy A. Lewis


July 20, 2016

The following is a summary of important tax developments that have occurred in the past three months that may affect you, your family, your investments, and your livelihood. Please call us for more information about any of these developments and what steps you should implement to take advantage of favorable developments and to minimize the impact of those that are unfavorable.

Date extended for employers to claim revived work opportunity tax credit. The Code Sec. 51 work opportunity tax credit allows employers who hire members of certain "targeted groups" to get a credit against income tax. The credit was retroactively revived by the Protecting Americans from Tax Hikes Act of 2015. The previous transitional relief for eligible employers who want to claim credit has been extended. The transitional relief gives employers three extra months-until Sept. 28, 2016-to file the forms necessary to claim the credit for certain eligible workers. An employer that hires a member of a targeted group, including a long-term unemployment recipient, who begins work for that employer on or after Sept. 1, 2016, is not eligible for this transition relief with respect to any such new hire....

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