Category Archives: Uncategorized

Did you change jobs? If so, give one of our CPAs a call to discuss filling out new W-4 Form

If your Keogh or Solo 401(k) accounts are worth more than $250,000, or if you have employees in your plan, Form 5500-EZ is due by 7/31/18 http://ow.ly/pGNz30kHb1v

TIP: If you have working kids who will earn less than $12k this year, make sure they claim Exempt on their W4 to avoid needing to file a tax return for them next winter to have their withholding taxes refunded

Happy Fourth of July!

Fannie Mae announces changes that can lower interest rate for many condo owners: http://ow.ly/NhMc30kHaRE

This summer, make sure you work through 2018 tax projections. Many changes from the 2017 Tax Cuts & Job Act. Contact your CPA with ?

Do you have a financial plan? If so, you’re on the right path to becoming “financially comfortable” http://ow.ly/iOaO30k83MS

It’s here! Deadline for personal returns is tomorrow, TUESDAY, APRIL 17. Send in your efile forms if you haven’t already.

Don’t be a fool! File an extension if you can’t complete your personal return by April 17.

Are you asking “Where’s my IRS refund?” Click here and find out http://ow.ly/lGnw30iw9kG