MMullen & Associates PA LLC

MMullen & Associates PA  LLC Tax Advisory, Planning, & Preparation; For Individuals, Businesses including Non-Profits, Estates & Trusts! Specializing in Military & Non-Profits too!

PERSONAL & BUSINESS TAX PREPARATION, Consulting,
IRS Representation, Business formation & organization.

ax problems? No judgment — just solutions.MMullen & Associates PA brings 30+ years of IRS and State Tax experience to he...
01/28/2026

ax problems? No judgment — just solutions.

MMullen & Associates PA brings 30+ years of IRS and State Tax experience to help individuals, businesses, and nonprofits resolve tax issues and plan with confidence.

✔️ IRS & State Tax Resolution
✔️ Tax Advisory, Planning & Preparation
✔️ Business Entity Selection
✔️ Personal, For-Profit & Non-Profit Taxes

📅 Ready to talk? Sign up for our 30 for $30 consultation today.
📞 (877) 267-7085
📧 support@mmullentax.com

💡 30 for 30 — One-on-One Tax Consult 💡Get 30 minutes for $30 with the trusted experts at MMULLEN & Associates PA LLC.Thi...
01/20/2026

💡 30 for 30 — One-on-One Tax Consult 💡
Get 30 minutes for $30 with the trusted experts at MMULLEN & Associates PA LLC.

This personalized consultation includes:
✔️ Tax Audit Defense
✔️ Secure Data Transfer Portal
✔️ $50 Client Referral Credit
✔️ Tax Analysis & Planning Report

📅 Ready to take control of your taxes?
📞 Call (877) 267-7085 or request your appointment today.

01/13/2026

📣 Tax Season Is Here!
Before you file, avoid these common mistakes:
❌ Don’t rush your return
❌ Don’t file too early
❌ Don’t guess your numbers
❌ Don’t ignore new life changes
❌ Don’t leave money on the table

Let MMULLEN & Associates PA LLC help you file accurately and confidently.
🌐 https://mmullentax.com/

'Tis the Season for Important Tax PaperworkKeeping your records organized will help make sure you don't miss out on valu...
12/19/2023

'Tis the Season for Important Tax Paperwork

Keeping your records organized will help make sure you don't miss out on valuable deductions when it is time to file. Many taxpayers will receive year-end income statements from employers, banks, stock issuers and other sources in January and early February.

The most common documents include:

- W-2 forms from your employers, showing your wages and any taxes withheld
- Forms 1099-INT and 1099-DIV showing your interest and dividend income
- Forms 1099-MISC and 1099-NEC showing gig economy and other self-employment earnings, along with rents, royalties and other miscellaneous income
- Records of virtual currency (including crypto) transactions
- Charity donation receipts
- Health Insurance statements (like Form 1095)
- Proof of qualifying educational expenses (like Form 1098-T)
- Mortgage interest statements

Healthcare Open Enrollment Deadline on December 15This week is the last week to register for the HealthCare.gov open enr...
12/12/2023

Healthcare Open Enrollment Deadline on December 15

This week is the last week to register for the HealthCare.gov open enrollment period with the deadline being Friday, December 15th, 2023. Once the Open Enrollment period is over, you will only be able to enroll if there's a qualifying life event for the Special Enrollment Period.

Enrollment can be done at https://Healthcare.gov, and a simple checklist of documents you'll need can be found here: https://marketplace.cms.gov/outreach-and-education/marketplace-application-checklist.pdf.

Saver's Credit for 2023 Retirement Plan Contributions – Did You Know?The Retirement Savings Contributions Credit, common...
12/06/2023

Saver's Credit for 2023 Retirement Plan Contributions – Did You Know?

The Retirement Savings Contributions Credit, commonly known as the Saver's Credit, helps low- and middle-income taxpayers set aside money for retirement. Eligible taxpayers may claim a tax credit of up to $1,000 (up to $2,000 for joint filers) for their contributions to traditional or Roth IRAs, or to certain workplace retirement arrangements like 401(k) and 403(b) plans.

Eligibility for the Saver's Credit depends on a taxpayer's adjusted gross income (AGI) and filing status. The 2023 AGI limits are $73,000 for married couples filing jointly, $54,750 for head of household filers, and $36,500 for single filers and married individuals filing separately. Those with lower incomes may receive a larger credit amount. Note that some taxpayers qualify to claim both the Saver's Credit and the tax deduction for traditional IRA contributions.

In order to receive the credit for 2023, you must contribute to a 401(k), 403(b) or similar qualified plan by December 31. However, you may make 2023 IRA contributions through April 15, 2024. A tax professional can help you determine whether you qualify to claim the Saver's Credit, and if so, help you get the greatest benefit from the credit.

Giving Tuesday and Charitable Donations - Did You Know?Millions of Americans will contribute to their favorite charities...
11/28/2023

Giving Tuesday and Charitable Donations - Did You Know?

Millions of Americans will contribute to their favorite charities on Giving Tuesday (November 28), and throughout the holiday season. Charitable donations are often described as tax-deductible, but whether you can claim a deduction for your contribution depends on several factors.

You generally must itemize deductions on your tax return to claim a deduction for charitable donations, therefore your donation will not be deductible if you use the standard deduction. If you do itemize deductions, you may generally deduct donations of money or property to any eligible tax-exempt charity. If you are unsure whether an organization qualifies to receive tax-deductible donations, the IRS Tax-Exempt Organization Search tool (link below) can help.

Tax-Exempt Organization Search: https://www.irs.gov/charities-non-profits/tax-exempt-organization-search

Required E-Filing for Form 8300 for Businesses Starting January 1st – Did You Know?Taxpayers engaged in a trade or busin...
11/21/2023

Required E-Filing for Form 8300 for Businesses Starting January 1st – Did You Know?

Taxpayers engaged in a trade or business generally must file IRS/FinCEN Form 8300 anytime they receive more than $10,000 in cash in a single transaction or related transactions. Currently, taxpayers have the option of filing this form either electronically or on paper. However, the IRS recently announced that most business taxpayers will be required to e-file Form 8300 (Report of Cash Payments Over $10,000) beginning January 1st, 2024.

For the purpose of determining whether a Form 8300 must be filed, transactions are generally "related" if they involve the same customer and occur within a 24-hour period. However, transactions that occur further apart in time may still be considered related if there was good reason to know that they were part of a series of connected transactions. For example, the future purchase of additional items or services might be negotiated during the original sale.

Some exceptions to the Form 8300 electronic filing requirement will exist when the rule takes effect on January 1. For example, businesses required to file fewer than 10 other information returns annually may typically continue filing Form 8300 on paper. The IRS will also offer exemptions and waivers in cases where electronic filing would cause hardship for a taxpayer, or violate their religious beliefs. A business tax professional can help you determine when and how you must file Form 8300, and help you complete and submit the form in a timely manner.

Renewing ITINs - Did You Know?Individual Taxpayer Identification Numbers are used for taxpayers who are required for U.S...
11/15/2023

Renewing ITINs - Did You Know?

Individual Taxpayer Identification Numbers are used for taxpayers who are required for U.S. tax purposes to have a U.S. taxpayer identification number but do not qualify to get a social security number.

If you use an ITIN, you should check if it expires this year. If it does, information about how to renew your ITIN can be found at: https://www.irs.gov/forms-pubs/about-form-w-7. Keeping your ITIN current helps avoid tax refund and processing delays. If you are only using your ITIN for informational returns like Forms 1099, you may not need to renew.

The ITINs of taxpayers who have not used them to file a federal return at least once in the past three years will expire on December 31, 2023. ITINs with middle digits (the fourth and fifth positions) "70," "71," "72," "73," "74," "75," "76," "77," "78," "79," "80," "81," "82," "83," "84," "85," "86," "87," or "88" have expired. Additionally, ITINs with middle digits "90," "91," "92," "94," "95," "96," "97," "98," or "99," if assigned before 2013, are also expired.

Withdrawing Employee Retention Credit Claims – Did You Know?Congress created the Employee Retention Credit (ERC) in 2020...
11/07/2023

Withdrawing Employee Retention Credit Claims – Did You Know?

Congress created the Employee Retention Credit (ERC) in 2020 to help businesses that were either closed by government order or lost substantial revenue during the Covid pandemic. Unfortunately, the program became a target for tax scammers, who aggressively push business owners who do not qualify for the ERC into filing bogus credit claims.

To protect businesses from the scams, the IRS has halted processing of new ERC claims through at least December 31. However, scammers have responded by changing their tactics, now pushing business owners into costly loans in anticipation of ERC refunds that will never come.

During the processing moratorium, taxpayers who may have been tricked into claiming the ERC without meeting the eligibility rules may be able to withdraw their claims without risk of penalty. These business owners may withdraw their applications if their ERC claim has not yet been processed, or if they received an ERC refund but have not yet cashed or deposited the check.

Instructions for the withdrawal process may be found on the IRS Withdraw My ERC webpage (link below). Special instructions apply for businesses that have been notified of an IRS audit of their ERC applications.

A trusted business tax professional can help you determine whether your business qualifies for the ERC, and either file a legitimate claim or withdraw a questionable application.

Withdraw My ERC Guide: https://www.irs.gov/newsroom/withdraw-an-employee-retention-credit-erc-claim

2024 Healthcare Open Enrollment - Did You Know?The 2024 open enrollment period for Marketplace health insurance starts o...
11/01/2023

2024 Healthcare Open Enrollment - Did You Know?

The 2024 open enrollment period for Marketplace health insurance starts on November 1, 2023, and ends December 15, 2023. Plans will start January 1, 2024.

Once the Open Enrollment period is over, you will only be able to enroll if there's a qualifying life event for the Special Enrollment Period.

Enrollment can be done at https://healthcare.gov, and a simple checklist of documents you'll need can be found here: https://marketplace.cms.gov/outreach-and-education/marketplace-application-checklist.pdf.

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Temple Hills, MD
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