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Tax

TAX PREPARATION

Did you know that every 4 out 5 tax returns contain errors, and those errors may be causing you to overpay on your income taxes.

TAX PLANNING

Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals.

BOOKKEEPING/PAYROLL

Running a business is already a time consuming and overwhelming feat. Don’t allow your bookkeeping and payroll obligations distract you from what you are good at…

811, 2024

Capital Gains on Home Sales

By |2024-11-07T16:44:25-07:00November 8th, 2024|Tax|

Capital Gains on Home Sales A home is a capital asset, this means you can owe capital gains on home sales. In this article, we will go over what capital gains tax is, and how you can avoid it. How It Works If you sell a home for profit, you will owe capital gains tax on that profit. For example, if you bought a home for $250,000 and sold it for $300,000 you could [...]

910, 2024

5 Tips to Help You Survive an Audit

By |2024-09-26T13:43:42-07:00October 9th, 2024|Tax|

5 Tips to Help You Survive an Audit Finding out you are the subject of an audit can be stressful and scary. But there is some basic information that can help make this process easier. In this article, we will go over 5 tips to help you survive an audit. It Does Not Mean You Have Done Something Wrong Being the subject of an audit doesn’t mean they are accusing you of wrongdoing. An [...]

409, 2024

Tax Advantages of Homeownership

By |2024-08-29T13:02:10-07:00September 4th, 2024|Tax|

Tax Advantages of Homeownership When you rent there are no tax breaks available to you. However, if you purchase a townhome, condo, apartment, or single-family home there are tax deductions available to you. In this article, we will go over four of the tax advantages of homeownership. Credit Verses Deduction Tax credits are subtracted directly from your tax bill. This means that, for example, the total amount you owe will decrease by $500 if [...]

708, 2024

10 Common Tax Questions

By |2024-07-31T12:25:30-07:00August 7th, 2024|Tax|

10 Common Tax Questions Taxes can be overwhelming and complicated. Educating yourself on tax matters can help clear the confusion and put you in a more stable place. In this article, we will answer 10 common tax questions. 1. Are There Extra Tax Breaks Available After December 31st? Up until April 15th you can make tax deductible contributions to tax advantaged accounts. In 2024, you can contribute up to $7,000 a year. You can [...]

1107, 2024

Should We File Taxes Jointly or Separately?

By |2024-07-10T16:42:32-07:00July 11th, 2024|Tax|

Should We Files Taxes Jointly or Separately? Married couples have two options for filing taxes. They can either file taxes jointly or separately. There are advantages and disadvantages to both. In this article, we will go over the differences between filing jointly or separately. Reasons to File Jointly There are a few different reasons to file a joint tax return. Learn about three of them below. You May Get a Lower Tax Rate Usually, [...]

1206, 2024

7 Reasons Why Your Tax Refund May Be Delayed

By |2024-06-11T16:58:59-07:00June 12th, 2024|Tax|

7 Reasons Why Your Tax Refund May Be Delayed How long does it take to get a tax refund? If you efiled and requested a direct deposit you should receive your refund within 21 days. When you efile and request a check it can take up to a month. If you paper file, it will take longer than a month to receive your refund. But sometimes the IRS does not meet these timelines. In [...]

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