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Chronicles of Tax Advisors

Exploiting All Possible Resources for Clients

Posted by Todd Ancona Posted on Sept 11 2015

In this case, our client provided us with a document from the Health Insurance Marketplace that was incorrectly prepared. When we first saw the document, we were not sure about its accuracy, especially when the Affordable Care Act is new to the tax preparation arena. Thus, we reached out to our sister company Insurance Advisors LLC for help. With the client’s permission, our insurance agent was able to go to the market place and determine the correct information for the marketplace form. As a result, the new numbers yielded a tax savings of over $2,800. The client was so thankful that we knew where to go to regarding the Affordable Care Act and the confusing insurance market place.

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Todd Ancona, EA

Licensed to practice before the Internal Revenue Service

An Enrolled Agent (EA) is a federal authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audit, collections and appeals.

 

 

Disclaimer: The information in this blog is for general informational and educational purposes only, including any comments provided by blog visitors. All stories described are accounts of actual experience with actual clients of Tax Advisors. Postings are not solicitations or legal advice. This information is not intended to create and receipt of it does not constitute an agent-client relationship. The reader should not rely or act upon any information in this site without seeking professional legal counsel or advice from his or her tax professional.

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