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Jason T. Dinesen, LPA, EA

TAX & ACCOUNTING

I admit to being a bit of a tax nerd. I love helping people alleviate their fear of – and frustration with – taxes. I started my firm as a side business with 3 clients while working a day job in a “cubicle farm” in West Des Moines. The “side business” quickly became something much more than that, and by August of 2011, I had left the cubicle behind and took my own business full-time. I’ve thoroughly enjoyed the process of growing my business….

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Retirement Savers Credit And Prior Retirement Withdrawals

Retirement Savers Credit And Prior Retirement Withdrawals

The retirement savers credit is a tax credit available to taxpayers who put money into a retirement account and whose income is below the threshold for qualifying for the credit.

For 2019 returns, the thresholds are: $64,000 for married filing jointly; $48,000 for head of household; and $32,000 for single or married filing separately (and also …