Blog - Helpful Hints

Keep up to date on the latest tax and accounting news and updates on the business.

 

Spring Cleaning - April 2020

I just recently sold my business of over 15 years and I am anxious to go through my files and get rid of years and years of files and documents I have been holding onto.  And, being that this is Tax month, I felt this would be a good time to do a little research and figure out what I need to keep and what I can toss or shred.  Spring time is a good time of year to get your house organized and with these helpful tips you can make the office clean up quickly and efficient.  If you’re like me and you have several years of file cabinets and boxes full of old files, I can help you sort through, organize and set up a new clean and efficient filing system in no time.  Please contact me and we can get started right away.  In the meantime, this handy guide from the book, "1001 Timely Tips for Clutter Control", by Frank Cawood and Associates, "will help you know how long you should keep certain personal documents - and when it's OK to toss them."  Happy Cleaning!

Keep Forever

Client Update Newsletter: November 2023

This month's newsletter outlines Social Security’s cost-of-living adjustment for 2024, plus some basic information on how Social Security works. And there is still time to take action to reduce this year's tax bill. Please review the tax planning articles to bring some ideas top of mind for yourself and your business.

With the holidays approaching now is a great time to review five great money saving tips plus there is a great article for anyone considering the use of bartering.

Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have.

Contents

Tax Planning: Now More Important Than Ever

Thankfully it’s not too late to try and minimize your taxes for 2023. If you haven’t scheduled a tax planning session, now is a great time to do so. Here's how a tax planning session can potentially help your situation:



2024 Social Security Changes

Social Security Adjustments Revealed for 2024 image


Year-End Tax Planning Tips for Your Business

YearEnd Tax Planning Tips for Your Business imageAs 2023 winds down, here are some ideas to help you prepare for filing your upcoming tax return:


Spend Less with These 5 Money Tips

Spend Less with These 5 Money Tips imageGovernment data shows that record inflation from the last few years started to slow down throughout 2023, but much of the damage has already been done. Every bill we pay and purchase we make costs more now, from insurance to clothing, and groceries to household supplies. Here are some tips to spend less to help offset the effect from these now permanently higher prices.

The cost of everything may have skyrocketed, but you still have at least some control over where your money goes each month. Consider these steps to cut your spending, and you may be surprised at how much you save.



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Please note: Some material may be time-sensitive and may no longer apply.
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