Category Archives: Checklists

24 January 2013

TAX SEASON 2013

Well folks it’s that time of year again:  TAX TIME.  I know you are all so excited about this, but let’s face it, we have to do this every year, right?  It is always best to stay organized when planning for your … Continue reading

13 September 2012

TAXES: Obama vs. Romney and what it means to you!

Well it is time to get into one of the most important topics this election season:  Individual income taxes, which represents 47% of the entire federal budget. There is one big battle after another when it comes to Obama vs. Romney … Continue reading

16 March 2012

5 Money Tips for Small Business Owners

I’ve worked with clients so wide and varied over the years you could say a lot of them have shared nothing in common. Not personally, not physically, not culturally or politically. Yet, in one crucial way, so many of them … Continue reading

1 February 2012

Tax Tip of the Day – Ask for Help in Organizing Your Tax Documents

Do you find tax season with all its documents, forms and filings challenging and stressful? You can put yourself at ease knowing that through the use of creative passwords shared with your CPA, your tax advisor can assist you and … Continue reading

26 January 2012

QUICK HIT TAX FIGURES FOR THE 2011 FILING SEASON

  Some important figures to know when preparing your 2011 Taxes! PAYROLL TAX CUT for employees extended through February 29, 2012. (Social security tax rate on wages up to $110,100 will be 4.2% rather than 6.2%.) ADOPTION TAX CREDIT decreases … Continue reading

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