Tag Archives: Tax Projections

Certified Public Accountant: Why You Need One in 2020

What does financial success mean to you? Security, peace of mind or perhaps more free time spent with family and friends probably sound right. Often times, the shape of financial success will change over the course of time (think: marriage, kids, starting a business).  It’s deeply meaningful to have a financial advocate along the way, […]

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 […]

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 […]

Ask a CPA: FREE Individual Tax Planning Course

Ever wondered if you could reduce your tax liability or pay less tax on your income? Come join us for a FREE Q&A course related to individual income tax planning. It’s an opportunity to get your questions answered or hear ideas and questions from others that may help you with tax planning. DETAILS Time & […]

Freelancing and Taxes: Plan for them

Freelancer is a term we see a lot these days and the tax implications are different than as an employee. An employee has the luxury of their employer withholding and paying their tax to the appropriate taxing authorities on their behalf. A freelancer does not. In its simplest form a freelancer is a sole proprietor for income tax purposes. Becoming self-employed as a freelancer comes with great flexibility of being your own boss but one should be mindful of proper record keeping requirements and timely tax payments.