March: Down to the Wire for Taxes and Looking Forward

March: Down to the Wire for Taxes and Looking Forward

March is often the considered the “crunch time” for tax preparation. This is a time when missing documents and other tax forms should be tracked down in order to give the information to your tax preparer as soon as possible for filing by the April 15th deadline. If...
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...
June: Taxes, Graduations, and Summer Expenses… Oh my!

June: Taxes, Graduations, and Summer Expenses… Oh my!

What a tumultuous world we’re living in. So much is happening and the Covid19 pandemic continues without a real end in sight. But one thing we can count on is taxes.  June 15th is usually the deadline to pay 2nd quarter estimated taxes. However, this year the IRS...
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