Author Archives: stusteinberg

5 September 2019

I filed my Income Tax Extension but when is my Tax Return Due?

We get many questions each year around this time that go like this:  “OK Stu, I know you filed an extension for my business and personal returns, but when are the filings due?” This is a BUSY time of year … Continue reading

5 August 2019

The SECURE Act – Potential Changes on the horizon to Retirement Planning

The House of Representatives has passed a bill with nearly 100% of the votes which may change the way we plan for retirement.  There are three key changes which will come into play if the current version of the bill … Continue reading

25 July 2019

Income Tax cutting strategies for Mid Year 2019

While many tax preparation firms go on vacation after tax season ends, my firm stays busy year round helping clients plan their taxes, budgets, and overall financial lives.  There are often many things one can do to pay less taxes … Continue reading

11 February 2019

The 20% Passthrough Tax Deduction for Small Businesses (IRS 199A)

At Erock, we have been consulting with small business owners since the late 1980s.  Many people have run their businesses as non incorporated Schedule C filers, while others have formed partnerships or S-Corporations for many differing reasons.  These “passthrough” taxpayers … Continue reading

4 February 2019

Income Tax Filing 2018 Getting Ready for Your Tax Preparer

Welcome to 2019 and the 2018 tax filing season.  Let’s make it a great year!  Here are a few things you need to do to get ready to prepare your taxes for 2018.  It is very important to get organized … Continue reading

9 January 2019

TAX REFORM: 10 TIPS TO HELP YOU NAVIGATE THE CHANGES

Welcome all to the 2018 tax filing season!  What a crazy filing season it will be, as it is the first-time filing returns after Congress passed the largest reform to the tax code in over 30  years.  Of course, this … Continue reading

6 December 2018

2018 Year End Tax and Money Planning Tips

As the end of 2018 approaches, I can honestly say it has been the craziest year to be an advisor in a long time!  Saying “That’s a wrap” and closing the books on 2018 will be welcome to many advisors.  … Continue reading

26 October 2018

WANTED: Entrepreneurial Income Tax and Financial Planner Needed

Entrepreneurial Income Tax and Financial Planning Opportunity Erock Tax, Newburyport, MA Why you should consider a career as an income tax and money planner? As an Erock tax and financial planner for individuals, families, and small businesses, your work matters … Continue reading

13 June 2018

OPEN HOUSE at our New Tax Office Thursday June 21 4-7 PM

All of us at Erock Tax are excited for our Open House on Thursday June 21 from 4-7 PM.  We welcome you to stop in and say hello.  Bring a friend, stroll downtown, visit Plum Island, or just hang out … Continue reading

1 May 2018

What does Tax reform mean to YOU?

Let Stu at Erock Tax show you what tax reform means to your bottom line.  Now that the mad tax rush is over, we can focus on the key changes from tax reform that will have an impact directly on … Continue reading

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