Give tax records a mid-year tune-up

submitted by Martin H. Abo, CPA/ABV/CVA/CFF, Abo and Company, LLC

Here are some tips on tax recordkeeping.

  • Keep copies of your filed tax returns as part of your tax records. They can help you prepare future tax returns. You’ll also need them if you need to file an amended return.

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Opportunity Council celebrates 10 years of free tax prep: Volunteers needed

The Bucks County Opportunity Council Buck$Back Program marked 10 years providing free income tax preparation services on February 1st with the opening of three tax preparation sites throughout Bucks County. Volunteers are needed for the 2014 tax season to work directly with people who need help preparing their tax returns.

Since 2004, Buck$Back volunteers have helped prepare more than 7,000 income tax returns for low-to-moderate-income taxpayers, providing a value of $12.2 million in refunds, credits and fee savings. The volunteers assist hard-working, motivated families and individuals to obtain crucial refunds that can be used to reduce debt, start a savings account, go back to school, or pay for reliable transportation.


Linda Price, a long-time Buck$Back volunteer, enjoys making life a little easier for people struggling in hard times.
“Helping people who are trying so hard to help themselves is the biggest part of what we [volunteers] do,” said Linda. Don’t know that much about taxes? Don’t worry. Training is free and available in person or online. The program needs greeters, tax preparers, quality reviewers and phone schedulers. Retired or practicing tax professionals, college students and individuals with no prior tax-preparation experience who complete the training program are welcome. Become one of nearly 99,000 volunteers nationwide who helped people in their community file their tax returns. 
“You think, wow, it’s really great. I was really able to make that person’s day,” Linda said. “I encourage anyone who maybe doesn’t fit in a normal volunteer niche to consider something like this.”

Buck$Back is a Volunteer Income Tax Assistance (VITA) program administered by the Opportunity Council with funding support from the Bucks County Foundation in partnership with the Internal Revenue Service.
 Sites are located in Lower, Central and Upper Bucks through partnerships with Foxwood Apartments in Levittown, St. Andrews United Methodist Church in Warminster, and the Gathering Pointe Community Center in Perkasie.
 For specific information about volunteering for the program, visit www.bcoc.org and click Buck$Back, or call 215-345-8175 x209. 

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2013 Neshaminy School District Property Tax Assistance Program begins this month

The 2013 Neshaminy School District Property Tax Assistance Program begins this month. The purpose of the program is to provide property tax relief to senior citizens. The program is available to homeowners who will reach the age of 65 by December 31st, 2013. The program will provide tax rebates of up to $650 for senior citizens whose household income is less than $20,000. This includes reporting half of Social Security or Railroad Retirement Benefits, and 100% of any other income.

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2013 Neshaminy School District Property Tax Assistance Program begins this month

The 2013 Neshaminy School District Property Tax Assistance Program begins this month. The purpose of the program is to provide property tax relief to senior citizens. The program is available to homeowners who will reach the age of 65 by December 31st, 2013. The program will provide tax rebates of up to $650 for senior citizens whose household income is less than $20,000. This includes reporting half of Social Security or Railroad Retirement Benefits, and 100% of any other income.

If you have received a rebate in the past, the district makes every effort to send a rebate application for you to complete each year. If you have not received a rebate in the past, rebate application forms will be available beginning this month. They will be available on the Neshaminy School District website, www.neshaminy.org, at your local tax collector’s office or by U.S. mail by calling 215-809-6522.

This program is entering its 36th year. Since 1977, rebates totaling over $2.3 million have been paid by the school district, with over 250 senior citizens participating last year.

NOTE REGARDING PENNSYLVANIA REBATE PROGRAM: If you qualify for Neshaminy’s rebate program, then you would also qualify for the Pennsylvania Property Tax program. The state program provides funds in addition to the Neshaminy rebate program and funds can be received from both. If you have not filed with the Commonwealth of Pennsylvania previously, you should call 1-888-222-9190 to order a form. This information is intended only to inform you; Neshaminy School District does not process the Pennsylvania rebates.

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