Employee Retention Tax Credit (ERTC) Service

The ERTC is a refundable credit that businesses can claim on qualified wages, including certain health insurance costs, paid to employees. The qualifying amount of the claim could be impacted by the laws that were in place at the time wages were paid, including:

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California Inflation Relief Checks

Information on this topic is accurate as of 8/15/2022. For the most recent information, please visit the California Franchise Tax Board website.

More than 20 million Californians can expect a new round of direct payments to hit their bank accounts this year, Governor Gavin Newsom announced. The state is issuing payments up to $1,050 in what the governor called a new “Middle Class Tax Refund.” The direct payments are part of an inflation relief package.

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Should You Hire a Tax Professional?

Most people tend to file their income taxes electronically by using tax preparation software or by hiring a tax professional. Only a brave 10% of taxpayers fill out and file paper forms, presumably without much assistance. Like most decisions related to money, it's important to carefully consider your filing options since a simple error could result in a costly mistake.

As you gather your W-2s, 1099s, or other tax documents, consider the pros and cons of the DIY approach versus hiring a tax professional.

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Beware of Scams!

At Logix, we partnered with GreenPath to keep you up to date on financial wellness, including keeping you aware of scams.

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Open Season: Thoughts on Tax Time

Occasionally, Logix will invite members of the community to contribute to our blog. These guest posters bring unique perspective to financial subject matter, but the opinions expressed may or may not represent those of Logix.

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