Main navigation
This past tax season I had a few clients that were expecting a big tax refund from the installation of their solar panels, which would help offset their installment plan. They were told one thing and received something else. Sales people will tell you anything and if they or you do not know or […]
Read MoreI like to joke … ‘what does a CPA really stand for?’ Those who know me, know what I am referring to … a Certified Pain in the A_ _! Why do I say that? The way I look at it, I want to make sure you are protected for the “what if” you are […]
Read More
As a Certified Public Accountant (CPA), I am tasked with helping people make sound financial decisions and am entrusted with highly personal information. It is important that I build relationships with the people I work with and establish trust. To that end, I would like to share with you how I decided to become a […]
Read More
I was fortunate to attend a seminar presented by Claudia Kiernan, Senior Vice President of IPX 1031 and hosted by Chelsea Title. The seminar discussed the exchange of real property held for productive use or investment, 1031 Exchanges. First, what is a 1031 Exchange? It is a tax deferred exchange as defined by the Internal […]
Read More
The tax extension deadlines are approaching. The Corporate tax deadline this year is September 17th and individuals are due October 15th. What happens when you do not file or pay your taxes on time? Of course, the IRS may charge you interest and penalty fees for late filing and payments. A failure-to-file penalty may apply if […]
Read More
Tax season starts in 6 months, already! Some people are still finalizing 2017, but this year the new tax law took effect. How much do you know about it? In my January newsletter I did a summary of the new law and now I want to make sure you are prepared for the changes. I […]
Read More
Tax season is upon us and it is time to start preparing. I know it can be overwhelming. We have heard so much in the news about taxes that it’s been hard to keep up. No worries for you though! You have a tax professional dedicated to keeping up to date with all […]
Read More
The end of the year is here, are you ready for tax season? Tax planning is something that should be done earlier in the year, but if you have not had the chance to do so, here is a little Year-End checklist to help you get ready. *Bunch your deductible expenses. Taxpayers who […]
Read MoreA budget is used to project future income and expenses. It may be carried out by individuals or by companies by estimating the projected income and expenses for the upcoming year. It is a planning and outlining tool. By creating a spending plan it allows you to determine, in advance, whether you will have enough […]
Read More
College savings programs can help parents save money as well as provide certain tax benefits. The sooner you begin saving, the less money you will have to put away each year. There is never a bad time to put money aside. Maybe your children are just starting school, maybe they are starting college, maybe they […]
Read More- « Previous
- 1
- 2