Accounting Services
Accounting
Organized your records for tax preparation or filing, business loan applications, mortgage applications, or for better business management. Let me help you take this burden off your shoulders.
Micro CFO
Your personal CFO for personal finance and small business financial assistance. Quarterly review of financials, tax projections, and any general finance questions you may have – home purchases, planning for children, retirement, etc.
Tax Q&A: Deductions for Non-Itemizers
Q: Larry asks, "It seems like I can find all the information on what I need if I itemize but a nice simple list on what I need if I don't itemize seems to be harder to come by. Any thoughts?" A: Good question and there are opportunities for you “non-itemizers”. ...
Tax Q&A: Travel Deductions
Q: Bonnie asks, “I’m self-employed, what requirements must be met for a trip to written off for work? Say, I take a week-long trip and I attend a one-day class; or just meet with someone. What can I write off?” A: As always, it depends on the very specifics of your...
2017 Year End Tax Planning
2017 Planning for the Tax Cuts and Jobs Act (TCJA) We have will have a new law in effect January 1, 2018. This is the largest tax reform in thirty years, which will take some time to digest and develop solid planning strategies into the future. However, we do know...
2017 Key Tax Numbers
See file included below for the 2017 Comprehensive Tax Figures...
1099’s Due to IRS by January 31
One of the most sweeping changes from last year are the 1099 due date changes. These must be filed with the IRS by January 31, 2017. Previously, we have had to get them to recipients by January 31, to the IRS by February 28th if paper filing, or by March 31st if...
Tax Due Date Changes for the 2017 Filing Season (12/31/2016 Year-End)
In a logical move by the IRS, due dates are actually going to flow in a much logical order in 2017. For my clients, the important items to note are the following: If you file 1099’s or have W-2 employees, these are due to the recipient on January 31. Previously, the...
Free Tax Filing
Look, as a CPA, I work with a lot of small businesses and prepare returns that have some complexity. These are my typical clients. But not everyone needs that level of detailed CPA work. If you only have a W-2, you can easily file online for free! For those of you...
Upcoming Tax Deadlines
Tax season is officially under way! I have been in touch with many of you. All of those required should have sent their 1099's to recipients by the February 1st deadline (see below). If you still need to file your 1099's, please get in touch with me immediately so...
2015 Key Tax Numbers
As we bring in 2016, we still must wrap up 2015. And that means taxes. Download NashTax's comprehensive report below. Here are some highlights... Standard deduction. The standard deduction inches up to $6,300 for singles and married persons filing separate returns...
Estimated Tax Payments
Estimated Tax System What is it? Estimated tax is the method used to pay tax on income that is not subject to withholding. This includes income from self-employment, interest, dividends, alimony, rent, gains from the sale of assets, prizes, and awards. You also may...