Nearly everyone that makes money in America has to pay their taxes. In additional to Federal income tax, depending on your locale, you may have to pay income tax in your state or city. The compliance with these levies is required by law, and failure to comply can result in penalties, interest, fines, or even criminal charges. As a CPA firm, one of our most common engagements is helping our clients stay in compliance with their taxes.

IRS Tax Forms for Filing Taxes

From IRS code and form changes, or revenue departments announcing changes, we’re all impacted by government revenue requirements. Ben Franklin reminded us that “the only guarantees in life are death and taxes” and while we can’t prevent either, we can help you minimize your taxes while you are alive (and with proper estate planning, when you are dead as well).

As a CPA firm, we are very familiar with helping our clients remain in compliance, but we also provide numerous resources for free on our website, social media, and mailing list. These resources include our extreme popular Tax Form Howto Series, both on our website and on Youtube. If you like these free resources, please give them a thumbs up and subscribe to our channel.

Keeping good records, following the events in national and state governments, and keeping in contact with your financial advisors can help you minimize your tax obligations. By arranging your affairs properly, you may minimize the impact of these financial obligations, and we help our clients manage their financial affairs to maximize their personal and family wealth.

Foreign Tax Issues for US Citizens Video

By |2021-06-11T14:15:00-04:00June 11th, 2021|Categories: #FinanceFriday|Tags: , , , , , , , , |

Today on Finance Friday, we discuss foreign tax issues for US citizens with Andre Benayoun JD, BBA. Andre is one of the most brilliant people I know; he is a partner at Marcum Accountants & Advisors and a family friend.

Biden’s $1.8 Trillion Plan & The IRS

By |2021-05-03T22:02:54-04:00April 30th, 2021|Categories: Other Perspectives|Tags: , , , |

President Biden has proposed a new  $1.8 trillion American Families Plan due to the devastating effect that the Covid-19 pandemic has had on American families. To most, this seems to be an excellent thing.

From Engineering to Accounting

By |2021-04-08T17:20:57-04:00April 8th, 2021|Categories: Quickies with Bette|Tags: , , , |

Going from Engineering to Accounting may not seem like the logical next step, but it's what worked for me, and it has benefited me far beyond what I thought it would. For today's business quickie: I'll be talking about my unusual background as a certified public accountant (CPA).

Why Are People Moving to Florida?

By |2021-05-03T22:02:35-04:00April 1st, 2021|Categories: Other Perspectives|Tags: , , , , , , , , |

Why are people moving to Florida? Spoiler Alert: It's not just the weather. With nearly 1,000 people moving to Florida every day, it seems like everyone on Twitter has an opinion about it.

Stimulus Payments: How To Find Them

By |2021-05-12T23:30:19-04:00March 3rd, 2021|Categories: #TaxTipTuesday|Tags: , , , |

Today I'll teach You How To Find Your Economic Impact Payments, better known as the IRS's stimulus payments, and how to check whether or not you received these payments. You can stop freaking out now; I've got your back.

Stimulus Check Was Never Received?

By |2021-05-03T22:02:02-04:00February 25th, 2021|Categories: Quickies with Bette|Tags: , , , , , , |

If you're one of the unfortunate souls who were qualified for a stimulus check but did not receive one or received less than you should've; worry no more! When you file your taxes this year, there will be a section just for you called the recovery rebate credit.

Outsourcing Accounting Video

By |2021-02-25T15:13:00-05:00February 23rd, 2021|Categories: Quickies with Bette|Tags: , , , , , , |

Today we will discuss how you can better enjoy your life by outsourcing accounting. Welcome to your Monday morning at Business Quickie with Bette. How can a service like outsource accounting help you enjoy your life? Well, I will tell you.

Taxes When Married

By |2021-05-12T23:30:25-04:00February 10th, 2021|Categories: #TaxTipTuesday|Tags: , , , , |

Valentine's Day is not that far off, so I figured what could be more romantic than a discussion about taxes. Maybe not actually the most romantic discussion, but marital strife around finances is one of the leading causes of divorce. So, even though it might not seem romantic, it could be super beneficial to your relationship if you actually go ahead and figure out how you want to file your taxes.

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