It is all about Taxes

It is all about Taxes

The more you can be proactive about gathering the items and reviewing them when they come in the better prepared you will be when it is time to pass the information and the forms to your tax professional. You have probably started getting 1099s of various types for...
January 2021: Off to a Great Start

January 2021: Off to a Great Start

Let’s start the year organized! January 1– First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 15 – 4th quarter estimated taxes are due! Revisit your budget (spending plan) or create a...