The Hartmann Group

05/12/2026

https://conta.cc/4dlIh0y

Email from The Hartmann Group It's this Saturday, May 16th!     We wanted to remind you that if you want to shred any documents, it is happening this weekend! How long should I keep my tax records? It

05/06/2026

We often get asked: “How long should I keep my tax records?” It’s a great question—and an important one for staying organized and protected.

Here’s a simple guide to help you:

https://conta.cc/4ddiqId

02/10/2026

Beware of Scam Emails Asking to Download Statements

The Social Security Administration (SSA) Office of the Inspector General (OIG) is cautioning the public to be aware of emails that appear to be from SSA and include a link to download their Social Security statement. This email is an attempt to lure individuals to fraudulent sites that are not associated with SSA. The first image closely resembles a legitimate Gov Delivery email, making it particularly deceptive.

THIS EMAIL IS NOT FROM SSA.

This is NOT an official SSA notice, nor is it from an official government email address. It does NOT have “.gov” as part of the sender’s address.

Government agencies end with “.gov” as part of their official email address.

The email states that your Social Security statement is available for download. DO NOT CLICK THE LINK. These emails are not from SSA and will compromise your personal data and likely damage your computer system once you allow access.

01/15/2026

The Hartmann Group is experiencing phone and Internet outages today. Please be patient and we will come back to you as soon as possible.

12/09/2025

If you make qualified energy-efficient improvements to your home after Jan. 1, 2023, you may qualify for a tax credit up to $3,200. You can claim the credit for improvements made through December 31, 2025.

The maximum credit you can claim each year is:

$1,200 for energy efficient property costs and certain energy efficient home improvements, with limits on exterior doors ($250 per door and $500 total), exterior windows and skylights ($600) and home energy audits ($150)

$2,000 per year for qualified heat pumps, water heaters, biomass stoves or biomass boilers

Please be sure to obtain the Qualified Manufacturer Identification Number for each item on the return.

12/05/2025

Robert and I are busy learning the new tax code for the One Big Beautiful Bill Act. So much to learn! Looking forward to putting it into practice. We also learned about CT Tax law with Commissioner Boughton and Deputy Commissioner Biello.

10/04/2025

We came across this article from Kiplinger. Definitely worth a read...

These red flags could increase your chances of the IRS selecting your return for audit.

09/25/2025

IRS Phasing Out Paper Tax Refund Checks
Back in late March, the President signed Executive Order 14247 directing the government to terminate paper checks; those going out as well as those coming in. Now IRS released News Release IR-2025-94 which states paper tax refund checks for INDIVIDUALS will be phased out beginning September 30, 2025.

The Release states that approximately 93% of individual income tax refunds are already being direct deposited, so this change affects the remaining 7%. IRS expects options to be available including prepaid debit cards and digital wallets. There may also be limited exceptions allowed for a paper check. IRS will be providing more information as we get closer to the beginning of the next filing season. In the meantime, IRS says to continue filing returns as normal, but those taxpayers that normally receive checks by mail may want to plan ahead.

Thank you to David and Mary Mellem from Ashwaubenon Tax Professionals for this information.

04/28/2025

Please note that due to a heavy workload, our office is currently closed on Mondays and Fridays for appointments and phone calls. This is to minimize interruptions and ensure the quality of our work. We are available to assist you Tuesday through Thursday during our regular business hours. Thank you for your understanding."

03/05/2025

Are you a business that needs to file a beneficial ownership form. Well it's back off again. Really you cannot make this stuff up!

The Treasury Department is announcing today that, with respect to the Corporate Transparency Act, not only will it not enforce any penalties or fines associated with the beneficial ownership information reporting rule under the existing regulatory deadlines, but it will further not enforce any penal...

03/02/2025

Just in case your dog needs to file...