The Help You Need, the Service You Deserve

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Individual Stimulus

Individual Stimulus

In approximately 3 weeks, the US Treasury will begin sending out rebate checks to individual taxpayers.  If you have asked for refunds to be electronically deposited in either 2018 or 2019, the US Treasury will direct deposit your rebate as well. If your bank information has changed, you may need to contact the bank or call the IRS. If you do not have current direct deposit set up, your check will be mailed.

To receive a rebate, your 2019 Adjusted Gross Income (AGI) must fall below the income cap for your filing status. Single filers‘ 2019 AGI must be $75,ooo  or less to receive a rebate of $1,200. For married filing jointly, the AGI must be $150,000 or less to receive a $2,400 rebate. For a Head of Household (unmarried with children or dependents, and pays more than half of the household expenses), your AGI must be $112,000 or less to receive a rebate of $1,200.

Married couples and heads of household who meet the income cap will also receive a rebate of $500 per qualifying child (under the age of 17).

Those receiving Social Security benefits will be eligible.

This rebate does not count as taxable income. 

For the vast majority of taxpayers, no action on your part will be required in order to receive a rebate check.  If you do not usually file a tax return, but are receiving Social Security, you will receive your rebate; you do not have to file a return.

Here is more detailed information for those taxpayers who earn in excess of the income limitations:

Eligible taxpayers who filed tax returns for either 2019 or 2018 will automatically receive an economic impact payment of up to $1,200 for individuals or $2,400 for married couples.

Tax filers with adjusted gross income up to $75,000 for individuals and up to $150,000 for married couples filing joint returns are eligible to receive the full payment.

For filers with income above those amounts, the payment amount is reduced by $5 for each $100 above the $75,000/$150,000 thresholds. Single filers with income exceeding $99,000 and joint filers with income exceeding $198,000, with no children, are not eligible for the rebate.



Latest Blog Posts

What Others Say

"Your firm has done much more for us than put the numbers in order; you have eased our minds for the future and allowed us to gear ourselves to thrive in the upcoming years. We feel comfortable asking questions, we truly believe that you want us to succeed, and we can focus on our business because of that."

"Many thanks for all the fine work you did on my tax returns. I am very grateful."

"Now that the dust has settled with the sale of my business, I wanted to take a minute to truly THANK YOU. You cared beyond what is required, and I will not forget that. Of all the business relationships that I have built, I am so fortunate to have you in my corner."

"Neil and his firm have been instrumental in helping several of my clients get their financial house in order. He is a consummate professional and an asset to the lending community."