I’d like to welcome you to a new year – one which I hope brings you happiness, excitement (the good kind) and great opportunity. As always, if you have any questions or topics that you’d like for me to include in the future, please let me know. I look forward […]
Quick Tips
23 posts
It’s been a crazy year and 2020 is quickly coming to an end, but there are still some important actions you can take when preparing your 2020 tax return filing.
This month I wanted to talk about another concern families have: Social Security. Whether you are taking your benefits now, expect to be starting in the near future, or are still early on in your career, understanding Social Security and what it will mean for you is important. While this […]
I hope your August is going well and your summer is rounding out to be great! I want to talk about planning this month. Planning can come up in every instance of your life: planning for your day or week, a trip, a new job, or my favorite, for your […]
I hope you are enjoying your summer! With July 15th being the day that many families will receive their first advanced payment of the Child Tax Credit, I thought it was an important time to discuss both this credit, as well as some of the larger tax proposals currently being […]
Summer starts in just 5 days and if you’re anything like me, you’re very excited for this time of year. In my life, summer involves spending time by the pool, BBQs with friends and family and basically spending as much time outside as I possibly can. It also often means […]
Welcome to the end of another tax season! Now, as everyone continues to enjoy our spring weather and we move toward a hopefully relaxing and enjoyable summer, I thought I’d take some time to talk about my 5 tips to spring-clean and maintain your financial records. This is a very […]
When I thought about what to write for this month’s newsletter, I was originally going to write Happy April 15th – Tax Day! I was going to talk all about the things that can be learned from this tax season and used in the upcoming months. Unfortunately, tax season isn’t […]
March 15th! Best known for the Ides of March, the due date of select business tax returns … and also this month’s newsletter. Feeding off my newsletter last month where I went through the 5 questions you should be asking your tax advisor, I decided that this month should focus […]
Included below are various links to the IRS Website. The IRS site has some invaluable resources which can help you both throughout the year and while you are waiting for you refund. Interactive Tests The IRS provides many different interactive tests which can help you with some of the questions […]
February is here! Which means Tax Season is here! With the IRS officially opening for the season February 12, 2021, I decided to dedicate my February newsletter to talking about the tax preparer. There are many different ways to prepare your taxes – self preparation, H&R Block, hire an Enrolled […]
With so many people working from home, finding a scanner is often times a difficult task. Lucky for us, both the iPhone and most non-iPhones now have a scanning option. iPhone Users: For iPhone Users, the notes app can be used. The app is designed to make clean edges and […]