Document Those Tax Deductions!

Taking certain deductions is your right as a taxpayer… as long as you have the records to substantiate them. Here’s a helpful guide to make sure all your tax deductions are easily and properly documented for your maximum benefit (and to pass IRS guidelines). The simple deductions Some tax deductions are simple to report because…

Take Control of Your Credit

A sound strategy can get you through today’s credit climate. With the recent credit crisis, it’s important to consider how a sound strategy can help you navigate through turbulent times. We’ve collected the following tips from the AICPA (American Institute of Certified Public Accountants), to help you assess your current financial condition and start rethinking…

How We Keep Your Financial Information Safe

If you’re like most of us, your financial information is no longer just tucked away in a home desk drawer or in a small safe. You probably trust a wide variety of organizations and professionals with your financial information through activities such as online banking and bill-paying, making online purchases, storing data, communicating via email…

2015 Year End Tax Planning

As the end of the year approaches, it is a good time to think of planning moves that will help lower your tax bill for this year and possibly the next. Factors that compound the challenge include turbulence in the stock market, overall economic uncertainty, and Congress’s failure to act on a number of important…