Taxpertise Tips - Bonnie Lee


Where’s my refund?

Hi Bonnie, I filed my taxes at the beginning of February and I still haven’t gotten my refund. I tried to call to find out what’s... Continue

The Earned Income Tax Credit

Dear Bonnie, I have been audited five years in a row through letters in the mail. They keep my refund every time. I claim my three... Continue

Good news on college tax credits

Dear Bonnie, My kid is going to college next year. Can you tell me something about the tax credits for higher education? I’m kind... Continue

Documenting your business income

Dear Bonnie, I was audited and found out that I actually had been over-reporting my income. I’m self-employed and I keep pretty decent... Continue

Can’t afford tax bill? Don’t panic

Dear Bonnie, I just filed my tax return and found that I owe, but don’t have the money to pay. Are they going to take the money out... Continue

Unusual tax deductions

Dear Bonnie:  I’m the publisher of a food magazine and am getting married soon to a woman who is also involved in the food and entertainment... Continue

Don’t be scared of the tax man

Dear Bonnie: I hate to admit this but I haven’t filed taxes in more than 20 years. What’s even weirder is that I haven’t heard... Continue

Job search expenses

Dear Bonnie: I need help with an audit of my 2009 income tax return. The IRS is disallowing all of my job search expenses. And I swear,... Continue

New rules for offer in compromise

Dear Bonnie: I owe the IRS a huge amount of money. My aunt died a few years ago and left me the proceeds from her IRA – about $200,000.... Continue

Tax benefits of opening a health savings account

Dear Bonnie: I’m puzzled about my taxes. This year I was finally able to itemize deductions. I turned over a big batch of receipts... Continue