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Joe Wright, CPA PLLC
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Have you heard about our secure Client Portal? - We all know snail mail is becoming a thing of the past, and in a world of deadlines sometimes waiting on the postal carrier just doesn't cut it! Luckily, we have a solution. Joe Wright, CPA PLLC now offers a secure Client Portal website where you can upload documents just as easily as you would on your favorite social media site. The client portal is secure, and easily accessible with your own unique username and password. Our Client Portal a...
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Is a Reverse Mortgage Right for You? - Article Highlights: Reverse Mortgages  Reverse Mortgage Terms  Who Deducts the Interest?  When Is the Interest Deductible?  Many retirees have insufficient financial resources to keep up with inflation and the ever-increasing costs of medical care. What options do these seniors have, especially if they have a mortgage on their home and their retirement income is too low to cover their mortgage payments with enough left over for some enjoyment in their ...
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2017 Client Organizers - Every year in December our office provides a 'Client Organizer' for each of our clients. These organizers are designed to obtain any information we may need to prepare your tax return. Client Organizers can be a tremendous help for both the client and the preparer because they assist in guaranteeing information is not overlooked. A completed organizer can also reduce the number of times our office may contact you for clarification or additional information. There is...
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They Are Phishing You. Don't Take the Bait! - Article Highlights: Scams and Phishing on the Rise Email Phishing and Scams IRS Communications The Bait Unfamiliar Communications Forwarding Internet Links Elderly Individuals You are probably as tired of hearing about ID theft, phishing, phone scams and other schemes as you are of the political infighting in Washington. However, for most people, protecting themselves against these fraudsters is a far more serious issue than the congressional rh...
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October 2017 Business Due Dates - October 2 - Fiduciaries of Estates and Trusts File a 2016 calendar year return (Form 1041). This due date applies only if you were given an extension of 5 ½ months. If applicable, provide each beneficiary with a copy of K-1 (Form 1041) or a substitute Schedule K-1.October 15 - Taxpayers with Foreign Financial Interests If you received a 6-month extension of time to report your foreign financial accounts to the Department of the Treasury, this is the due dat...
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October 2017 Individual Due Dates - October 10 - Report Tips to Employer If you are an employee who works for tips and received more than $20 in tips during September, you are required to report them to your employer on IRS Form 4070 no later than October 10. Your employer is required to withhold FICA taxes and income tax withholding for these tips from your regular wages. If your regular wages are insufficient to cover the FICA and tax withholding, the employer will report the amount of th...
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Hiring The Right Employee Can Get You A Big Tax Credit - Article Highlights: Potential Credit Eligible Employees Credit Determination Certification Process Other Issues If you are an employer who is willing to help disadvantaged individuals, you could benefit from a substantial federal tax credit. Hiring certain new employees can qualify you for the work opportunity tax credit (WOTC). The WOTC is typically worth up to $2,400 for each eligible employee, but it can be worth up to $9,600 for c...
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Congratulations to our summer intern! - Savannah Norman, our long standing summer & holiday intern, has officially begun her college career! We are so excited for her as she begins her freshman year at U.N.C. Chapel Hill this fall. As many of you know, Savannah has become a familiar face at Joe Wright, CPA and she has been an amazing addition to our team. We wish her the best of luck and know she will succeed in every way. Congratulations Savannah!
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The Equifax Data Breach, IRS and Your Identity Security - In the tax industry, we have been working to combat the threat of hackers for many years. When a security breach of the scope of the recent Equifax cyber security incident takes place, many clients are affected and concerned about how this may affect their financial lives. What you need to know. From May through July of 2017, Equifax reported unauthorized access to approximately 143 million American's personal data, including names, ...
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How to use your paycheck to donate to Hurricane Harvey and Irma Charities.
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