Tag Archives: clarkston tax preparer

COVID-19 Relief: What You Should Do Next

We understand you have been impacted by the novel Coronavirus (COVID-19) and we are here to help. Information is changing daily and clear guidance won’t be available until late April or possibly later this summer, nevertheless, the time to act is NOW. Economic Impact Payment (stimulus checks) Eligibility: AGI $75,000 Individuals/$150,000 Married Couples with phaseouts […]

2020 Tax Season: It Begins Today

Tax season officially starts today with the Internal Revenue Service (IRS) now accepting e-files for 2019 tax returns. Let the countdown begin: Days Remaining Common Documents Needed (please note this is not an exhaustive list and depends on each individuals situation): Income documents W-2(s), 1099(s), K-1(s) etc. Investment income and gain or loss detail Business […]

Workplace Dependent Care Benefits

If you have paid for the care of your dependent(s) in the past and anticipate that dependent care will likely continue through 2020, then you will want to think about a specific work place benefit that may be available through your employer. Dependent Care Benefits, located on your W-2, Box 10, allows you to exclude […]

2019 Our Year in Review

What a Year it’s Been! 2019 has been an incredible year for the entire Senter crew; it’s been nothing short of amazing to grow so much as a firm and family. We’ve had an overwhelming response of encouragement and support from both new and existing clients who have helped us flourish as a firm. It’s […]

Comprehensive Financial Planning: Building a Dream Team of Professionals

Building a network of well-connected financial professionals is a crucial means of personal wealth management. A dream team of experts will provide service and support towards working for and achieving your financial goals, while monitoring progress along the way. These collaborative relationships ultimately ensure that your financial future and legacy are well-protected, even in catastrophic […]

5 Things to Put on Your Year End Checklist

It’s important to keep a checklist of items on your financial radar as we approach the close of 2019. Below are 5 simple tax savings strategies, which will protect your financial health and ensure future success as you move into 2020. The Top 5 Year End Items: Speak with your CPA – Consult with your […]

Clarkston Area Chamber of Commerce: The 2019 Young Professional of the Year Award

The Clarkston Area Chamber of Commerce honors individuals and organizations each year for their excellence in success and contributions to the community. We are pleased to announce the Clarkston Chamber of Commerce has exclusively selected Matthew Senter as the 2019 Young Professional of the Year. Matt and his family are residents of Clarkston, where he […]