SRS

SRS: Tax appointments for 2024 tax returns

To make an appointment, call the Evergreen Community Center at 408-270-2220. Appointments will be scheduled in mid-January by the Evergreen Community Center. Your appointment will be on a Thursday morning starting...

SRS Reminder: Estimated tax due January 16

If you file forms 1040ES and 540ES, the fourth payment for tax year 2024 estimated tax is due Thursday, January 16. Rather than mailing a check to the IRS, you...

SRS: While the family is together, start the new year positively

Riley visits her mother weekly. Recently one of Mom’s swimming buddies passed away, the day after they had met at the grocery store. On the next visit, Mom met...

SRS: Be aware of jury-related scams

Are you worried about scams? Most of us are. Scammers can seem so realistic with their stories that many people get caught in their web of lies. The Santa Clara...

SRS: Get ready for tax season with SRS’s Tax Preparer handout

The SRS Tax Preparer handout has been updated for the coming tax preparation season. The list gives contact information for four Enrolled Agents (EA) and two Certified Public Accountants...

SRS: Changes to Medicare Premiums in 2025

In 2025, Medicare recipients will see changes to their Medicare premiums and to the surcharge tiers. 2025 Tiers and Premium Amounts High income taxpayers pay an additional surcharge for Medicare Part...

SRS: Remember to review your will and estate plan

Recently a Villager was overheard telling his golfing buddies, “I had my family trust done in 2008, so I’m done with worrying about it!” Whoa! A lot of things...

SRS: How Long to Keep Tax Returns and Records?

How long should you keep tax returns and other records? The answer depends on the type of document and the kinds of transactions you engage in. Tax returns As a general...

SRS: Social Security announces COLA for 2025

The Social Security Administration has announced an annual cost-of-living adjustment (COLA) for 2025 of 2.5 percent. According to the SSA, the 2.5 percent increase will translate to an additional...

SRS: DMV eliminates written knowledge test requirement for most California Driver’s license renewals

In a press release dated September 30, 2024, the California Department of Motor Vehicles (DMV) announced that drivers 70 years old and older in California whose licenses expire in...