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Scott Boyar, CPA, PLLC
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2 followers
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It's almost time for a mid-year check-in!
For my clients who this fits, I ask them to send me a pay stub in July so we can see how the new withholdings are working out for them. We will run a quick estimate, and see if they will still owe taxes for 2019. This gives us time to make withholding adjustments for the rest of this year. Contact my office to start this process: https://hubs.ly/H0cc8pj0
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It's wedding season, and lots of new married couples who have to refigure their finances. There are great tax benefits to being married, so make sure that you get these pieces in place for your 2018 (now married) filing.
**SHARE this with any newlyweds you know!
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Even if you haven't received it yet, is your tax refund already spent?
If not, here are some ideas to put those funds to good use:
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Just because tax day has passed doesn't mean you can't still be scammed. Be warned that calls or letters you get may not be the IRS. Learn more in my blog about IRS scams in the rise: https://hubs.ly/H0bSp340
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Is it too soon to ask "Where's my #TaxRefund ??"
You can count on about 3 weeks to get back your Federal refund, and about 6 weeks for your State. You can track your refunds using the links on our Resources page: https://hubs.ly/H0bQbq00 #TaxTips
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SHARING A CLIENT SUCCESS: We were working with a new client and it is our standard to review their previous returns. In comparing, we noticed that their interest was very low (it was $5k higher previous year). Turns out there was a mortgage document that was missing, and once we included it, that led to $4,000 more in deductions, and over $1,000 in refund.
We work very hard to be thorough, looking at your history, and the opportunities that you have now. It's why I say: "It's not what you EARN, but what you KEEP, after taxes!"
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Are you managing your small business’ bookkeeping? If you’re generating income but barely keeping track of what’s coming and going, this article is for you:
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Corporate tax returns are due Thursday!
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Morgan, we love working with you too! My goal is to use my expertise so you get the best return, and understand it. After all, it's not what you earn, but what you keep, after taxes.
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Charlotte CPA Reviews
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Could your books use a professional's eye to make sure everything is in order? It couldn't hurt! Here are 4 reasons you need professional bookkeeping for your business. https://hubs.ly/H0bcJXy0
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