Demo Tax Prep

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All too often taxpayers take action that will cost them dearly when they file their tax return. With a little planning, ...
09/25/2020

All too often taxpayers take action that will cost them dearly when they file their tax return. With a little planning, however, the IRS can still receive its fair share but not a dollar more. Here's what you need to know.

Did your paycheck seem a little higher? If so, it could be a tax time bomb.
09/18/2020

Did your paycheck seem a little higher? If so, it could be a tax time bomb.

If you have not already done so, please plan to make your second quarter estimated tax payment. The due date is Tuesday,...
09/11/2020

If you have not already done so, please plan to make your second quarter estimated tax payment. The due date is Tuesday, September 15th.

Donating stock to charities instead of cash could mean bigger tax savings for you. Here's what you need to know.
09/09/2020

Donating stock to charities instead of cash could mean bigger tax savings for you. Here's what you need to know.

If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter.Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free t...

Call us today 888-888-8888!
09/04/2020

Call us today 888-888-8888!

To keep your business solvent through the COVID-19 pandemic, stay focused on the 3 rules of cash.

Because our tax system is progressive, the next dollar you earn could be taxed at a much higher rate. By shifting taxabl...
09/04/2020

Because our tax system is progressive, the next dollar you earn could be taxed at a much higher rate. By shifting taxable income levels from one year to the next, you could potentially pay a lower tax amount in both. Here are six great ideas.

If you receive Social Security and want your coronavirus stimulus check, you need to read this.
09/04/2020

If you receive Social Security and want your coronavirus stimulus check, you need to read this.

To file or not to file. That is the question....facing every senior in America! Three changes to the answer in three days from different government agencies is creating confusion. Here is a solution.

Learn how to win the credit score game, explore different budgeting methods to find one that works for you and be more a...
09/02/2020

Learn how to win the credit score game, explore different budgeting methods to find one that works for you and be more aware of common scams being encountered by the IRS.

Fall is right around the corner! As summer is winding down, the IRS wants you to be aware of common scams being encountered during the pandemic. Also included are tips to improve your credit score, and a review of alternative ways to budget so you can explore a method that works best for you. All th...

Providing a gift of stock (or other property) to a friend or loved one can be a powerful tax planning tool. However, it ...
08/28/2020

Providing a gift of stock (or other property) to a friend or loved one can be a powerful tax planning tool. However, it is not without its complications.

As states create tax laws to capture revenue from non-resident individuals and small businesses, many are caught unaware...
08/21/2020

As states create tax laws to capture revenue from non-resident individuals and small businesses, many are caught unaware of the changing state tax landscape. Make sure this doesn't happen to you.

Identity theft is reaching all-time levels. How can you protect your Social Security number from being stolen?
08/14/2020

Identity theft is reaching all-time levels. How can you protect your Social Security number from being stolen?

Tax rates will probably increase sometime in the near future. Here's what you can do now to prepare for possible higher ...
08/12/2020

Tax rates will probably increase sometime in the near future. Here's what you can do now to prepare for possible higher rates.

If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter.Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free t...

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