From business returns to individual income tax services, we offer tax strategy and preparation. Looking to maximize your deductions and credits? Reach out to us for a free consultation review.
Financial & Tax Updates
All 1099 and w-2/payroll forms must be submitted this month, just a friendly reminder to start looking at the list of any qualifying 1099 contractor payments ($600 or more) that would require a 1099 issuance, and to verify you have an updated w-9 for that contractor/vendor. If you need any assistance with filing, please let […]Continue Reading
It’s that time of year again! We have printed digital copies of your 2022 tax organizers to your secure client vault (Smartvault, your login will be your email address associated with your account). Organizers can be found in the TY22 folder => Client Source Documents. Please note there may be two files in this folder, […]Continue Reading
2022 planning season is here! October through December is a GREAT time for year-end tax planning, especially for business owners. Here is what we do: Estimated tax liability analysis (make sure you are on track) Strategic planning and implementation Overall guidance for optimal decision making If you are not already meeting with us regularly, you […]Continue Reading
A friendly reminder for those on extension for 2021 tax year: the Business filing deadline is coming up (9/15) and the individual filing deadline is 10/17. Please be sure our office has all documents and information needed to prepare your returns NO LATER than 2 weeks prior to the respective deadlines. We cannot guarantee timely […]Continue Reading
Just a quick announcement for business owners looking to establish a 401(k) plan this year – there are setup deadlines each year and they can vary based on who the administrator is. Typically the hard deadline is October 1st, but be aware that it can be sooner (for example, Guideline is requiring new plans be […]Continue Reading
We have just under a month remaining before the initial tax deadline for individual and C Corporation returns. If your 2021 returns are already filed, then you can disregard this reminder. If not, please note the deadline to have all information, financials, or relevant tax documents provided no later than 3/31 if you intend to […]Continue Reading