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Is it Possible to Save Money Without Sacrificing Spending? Let's Do the Math! 💰
Here's a quick tutorial to show you how easy it is to save while you earn. The "how much" is based on your personal situation and goals.
Oct 26, 20241 min read
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Skip-Savings Method: The Best Way to Save Money on a Tight Budget
Saving money can sometimes feel like a difficult task, especially when you’re juggling bills, unexpected expenses, and everyday needs.
Oct 24, 20241 min read
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Maximize Your Tax Benefits: Streamline Your Bookkeeping and Tax Preparation with Virtual Consultation Services
In the realm of taxes and financial management, staying organized and informed is key to maximizing your benefits and ensuring...
Oct 10, 20243 min read
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Comparing General Partnerships and Limited Partnerships: A Professional Guide for Small Business Owners and Tax Implications
When embarking on a business venture, one of the decisions that business owners need to make relates to the business structure. Two...
Oct 10, 20243 min read
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TAX COMPLIANCE AND FRAUD: TAX PREPARER FRAUD, EMPLOYEE RETENTION CREDITS AND HEAVY TRUCKS
Warning Signs of Tax Preparer Fraud Promises of Large Refunds: Â Be cautious if a preparer guarantees a large refund before seeing any...
Aug 18, 20242 min read
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Top 3 Things to Do Mid-Year
3 things to do for your mid-year financial review.
Jun 29, 20240 min read
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Mid-Year Financial Tune Up!
Is YOUR Financial "Check Engine" Light On?
Jun 29, 20242 min read
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How To Complete Form W-4 (Head of Household)
Did you know that filing Head of Household on your federal tax returns means that YOU CANNOT BE MARRIED?
Jun 20, 20241 min read
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How To Complete Form W-4 (Married Filing Jointly)
Properly completing your form W-4 will help ensure that you are having the right amount of federal taxes withheld from your paycheck.
Jun 20, 20240 min read
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COMMUNITY REINVESTMENT ACT (CRA)
Community Reinvestment Act (CRA), enacted in 1977, is a federal law designed to encourage depository institutions to help meet the credit...
Jun 7, 20241 min read
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Paying the Cost to be the BOSS: January 31st is the Deadline for Employers to File W-2 and 1099 Forms
IR-2024-06, Jan. 9, 2024 WASHINGTON - With tax season rapidly approaching, the IRS reminds employers that Jan. 31 is the deadline for...
Jan 28, 20242 min read
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Reporting Cryptocurrency and Other Digital Assets on Your 2023 Federal Tax Return
IR-2024-18, Jan. 22, 2024 WASHINGTON — The Internal Revenue Service today reminded taxpayers that they must again answer a digital asset...
Jan 28, 20243 min read
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EARNED INCOME TAX CREDIT (EITC) AWARENESS
The IRS estimates about one in five EITC eligible taxpayers don't claim this refundable tax credit. Even if you are not required to file...
Jan 28, 20242 min read
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Beneficial Ownership Information (BOI) - New Reporting Requirement for Small Business Owners
Happy New Year Small Business Owners! Are you ready to file the new Beneficial Ownership Information Report (BOI) for your organization?...
Jan 3, 20241 min read
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