Working with an accountant is a great way to help proactively and positively plan for your financial future as well as budget on a yearly basis. Too often, individuals see accountants as only necessary for the wealthy or only professionals that you need to see...
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Starting 2018 With A Financial Plan
The vast majority of people only see their accountant once a year, and that is typically between New Years and April when they are turning in their tax documentation for filing. While preparing and filing your taxes is an important part of what your accountant...
Preparing For Tax Season
Preparing for your annual visit to your accountant for tax season doesn’t have to be a stressful time in your life. In fact, if you have kept organized records, or at least have all your receipts and documentation in one place, it can be very easy to do. ...
8 Questions To Ask Any Accountant Before Hiring
When you are working with an accountant to do your taxes you are really hiring them to complete a service. This means that you have the opportunity, and should take advantage of, the chance to ask at least a few basic interview questions. Meeting in advance of...
Money Saving Tips
There are a lot of simple ways anyone can incorporate into their daily activities and money management strategies that can add dollars a day to your bank account. While dollars may not seem like much, over the years they can add up, and with a wise investment in a...
Teaching Kids About Money
Kids are naturally very interested in money and financial transactions as they apply to getting things they want. This is a terrific teachable moment, and activities and games to do with money are interesting for younger kids with even with just basic math skills. To...
Helpful Ideas For Your Income Tax Return
Every year a large percentage of people get tax returns. Some get a lot and some just get a little, but what you choose to do with your return may have a big impact over time. Different individuals have different plans for the return, including going on a shopping...
Tips for Using the IRS Form 2106
If you have any expenses for businesses not covered by your employer, you may be able to file the IRS Form 2106 that allows you to make these deductions on your taxes. It is important to remember that this form is only used if you are an employee, not if you are a...
Tips For Organizing Receipts To Help Your Accountant
It is never too early to start organizing for tax time. If you have a desk, box or simply a folder full of receipts and tax forms, you can develop easy organizational practices or habits to make your life easier and to help your accountant when you actually go to...
Why Money and New Year’s Resolutions Don’t Always Mix
Most New Year’s Resolutions fail by the time February and March approach, if not sooner. If you were to ask all of your friends about their New Year's Resolutions, you would probably find that three seem to occur more often than anything else. You may have already...