01/18/2024
Ready or not — it’s January 18, which means it's time to set those tax season gears in motion! 📆💰
We'll need a few things from you before we can work our tax return magic, so keep an eye out for these essential documents in your mailbox or inbox over the next few weeks:
✉️ W-2s and 1099s for all your hard-earned income.
🏡 Mortgage interest statements (Form 1098) if it applies to you.
🧾 Receipts for deductible expenses, like medical bills, charitable donations, and business expenses.
📝 Records of significant life events like marriage, divorce, or new dependents.
Remember the deadline to file your federal income tax return is Monday, April 15, 2024. To dodge last-minute stress, let’s get started as early as possible so we can maximize your deductions and get you all the credits you deserve.
Share this post to send your network a helpful reminder ↩️
12/20/2023
Wishing you and yours a joyful holiday season as we approach the end of the year! 🎄🎁
Our clients’ trust and support mean the world to us, now and always. We're excited to continue our journey together in the new year.
Here’s to a safe and happy end to 2023, and if we don't chat before then, see you in 2024! 🥳
12/12/2023
As the holiday season draws near, we wanted to share a friendly reminder: December 31st is the charitable giving tax deadline! 🗓️
If you've got plans to make donations this season, and would like to potentially write them off on your taxes, make sure you do so before the end of the year.
Don't forget: keeping tabs on your donations and large gifts (receipts and all) will help us with your tax deductions for 2023.
Share this post to send your network a helpful reminder. And if you have questions, feel free to call our office. Happy holidays!
11/23/2023
Sending warm wishes your way as Thanksgiving approaches! Whether you're surrounded by a crowd or just a cozy few, we hope your holiday is full of joy and good health 🦃
Please remember our office will be closed on Nov 23-24. We'll be back in action on Nov 27. Enjoy a fantastic Thanksgiving! 🍁
11/09/2023
On this Veterans Day, we honor the courageous men and women who have selflessly served our country to safeguard the freedoms we cherish 🇺🇸
If you, a family member, or a loved one is a current or former service member, we extend our sincere thanks today and every day ❤️🤍💙
10/26/2023
Accounting can feel a little spooky sometimes!
If you or anyone in your network is in need of guidance, know that we 🍬 treat 🍬our clients like the individuals they are, offering tailored solutions based on each client's unique needs.
DM us, give us a call, or shoot over an email to set up a meeting, and we’ll give you a shout 👻 📞
02/01/2022
As a business associate of AZREIA, I write an article for their monthly newsletter. See my article about things to know for the new tax season.
Tax Season Is Here. What You Need to Know.
Tax season officially started on January 24, 2022. The IRS shuts down their e-filing system at the end of each year to do annual maintenance so the 24th is the first day the IRS is accepting 2021 individual tax returns. The business tax season started earlier in the year on January 7th but received....
01/24/2022
Tax season opens today! Are you ready?
2022 tax filing season begins Jan. 24; IRS outlines refund timing and what to expect in advance of April 18 tax deadline | Internal Revenue Service
IR-2022-08, January 10, 2022 — The IRS announced that the nation's tax season will start on Monday, January 24, 2022, when the tax agency will begin accepting and processing 2021 tax year returns.
10/21/2021
Check out my new shield—it means I’m a RamseyTrusted Tax ELP. So if you trust the Ramsey team, then you can trust me.
10/13/2021
The extension deadline is 10/15. If anyone still needs to file, I am here to help.