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Have you ever wondered how to fly a jet plane, how to win the lottery, or how to bake a German chocolate cake? Well, you've come to the wrong place. I know absolutely nothing about the being a pilot and I don't play the lottery. But – oh yeah – I can tell you how to bake a German chocolate cake: Go to the grocery store, buy a box of Duncan Hines cake mix and a container of Betty Crocker frosting, and follow instructions. Seriously, Byron [my web guru] swears it's better than any home-baked version!

Presuming, however, you're looking for advice on how to file your tax returns, pay your balances due, resolve a collections issue, prepare for an audit, or hire help for any one of the myriad tasks involved in dealing with the federal and state tax authorities, this page is designed for you. It's a collection of useful links and helpful tips for all things procedural. The bulk of my website offers an abundance of factual information about federal tax code changes, state tax authorities, tax rates and due dates, as well as guidance for unique groups of taxpayers such as seniors, US citizens living abroad, non-resident aliens, entrepreneurs and investors. You'll find technical guidance from the mundane (e.g., recordkeeping requirements) to the obscure (e.g., the deductibility of HERO loan interest); and tools such as a currency converter, an estate tax calculator, a retirement plan navigator and a federal withholdings calculator. In short, there's loads of information for taxpayers, clients, fellow practitioners, researchers and the curious. My website is designed to be a one-stop resource. I invite you to poke around.

Seemingly all-encompassing, I nevertheless discovered a short-coming [now rectified]. This page provides you with the answers not to why, when, what or who, but rather addresses the how. Here in one compact and concise location, you'll find the answer to each question that begins with "How do I…" Sure, the how-to's are limited to tax-related matters but I promise to update the page as soon as I learn how to make a grass pot for cats, escape from a straightjacket or do a watercolor of a watering can with birds. Never mind. WikiHow already provides step-by-step instructions for these inane tasks.

So, here's how to…


Read about my credentials and services and then contact me for a free initial consultation.

Satisfied clients have said:
"Useful is an understatement. Never before in the field of taxes has there been so much information available in one place!"

"There's a lot of great content here - thanks for taking the time to put it together."

"Your web site is amazing and a great support for detailed-oriented people. I am a scientist. I pay attention to details. When I landed on your website, it was a treasure found and never to be lost. We need more professionals like you."
This Office Promises You:
  • Professional expertise
  • Personal attention
  • Year-round service
  • Confidentiality

Help

Information provided on this page can also be found scattered throughout the website. But for your convenience and ease of use, I have gathered, grouped and duplicated links so that you have ready access to help.

If you need help fast

Feel free to contact me.  I’m happy to help and can certainly streamline the “how to…” process for you.  With more than 3 decades of experience, I haven’t seen it all but I have seen a lot and know a lot.  In fact, one client thinks I have so much information at my finger-tips that she’s dubbed me “WikiMonica.” I've also been called a tax savant.

I can provide easy answers or in-depth research. I can point you in the right direction or take you there myself. And I know how to get things done. But if you'd rather do-it-yourself, I'll be your cheerleader and guidance counselor. In short, I offer a buffet of services; you choose what's right for you.

Service Contract:

Clients have the option to purchase my Service Contract which will entitle them to unlimited hours of free consultation in lieu of my customary hourly rate on such topics as withholding allowances, estimated tax computations, job changes, out-of-state moves, new home purchases, refinancing, divorce and adoption, college savings, retirement plans, business start-up, amongst many other issues.*

*Contract does not cover audit representation or problem resolution.
Disclaimer: The information contained herein should not be used in any actual transaction without the advice and guidance of a professional tax advisor who is familiar with all of the relevant facts of your personal situation since the information is general in nature and not intended as legal, tax or investment advice but is merely educational. Furthermore, the information contained herein may not be applicable to or suitable for an individual's specific circumstances or needs and may require consideration of other matters. To ensure compliance with certain U.S. Treasury Regulations note that, unless expressly indicated otherwise, any advice in this website relating to any federal or state tax issue is not intended or written to be used and cannot be used by any person for the purpose of avoiding any federal tax penalties. Monica Haven assumes no obligation to inform any person of any changes in the tax law or other factors that could affect the information contained herein. And Monica Haven does not offer legal advice or services in any jurisdiction in which she is not licensed; nothing herein should be interpreted as the creation of a fiduciary or client/attorney relationship. This website is not intended for use by viewers in any state in which the site may fail to comply with the regulatory and ethical restrictions imposed by that state.
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