This Memorial Day we honor and remember all of those who have fallen for our freedom.
Have a safe and happy Memorial Day
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.Questions or Comments?
Mark Vitek, CPA/PFS, CFP®
…until next week.
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You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.Questions or Comments?
Mark Vitek, CPA/PFS, CFP®
…until next week.
Explaining the Basics of Annuities
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You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.Questions or Comments?
Mark Vitek, CPA/PFS, CFP®
…until next week.
An insightful Q & A on mortgage debt from the Washington Post
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You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.Questions or Comments?
Mark Vitek, CPA/PFS, CFP®
…until next week.
The Week After Tax Season
Aaah…..the week after tax season is the best week in a CPA’s life each year!
We met a lot of new clients this year because of referrals from existing clients, and readers of our Tax and Money Tip of the Week. Thank you!
Our firm continues solid growth thanks to all of you.
A referral is the best compliment we can ever receive.
Even though our tax season is over, we will continue our Tax and Money Tip of the Week for the rest of the year. We will keep you updated on the constant tax law changes as well as spotlighting specific tax and money making ideas.
Again, thank you for making this one of the most successful tax seasons yet.
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.Questions or Comments?
Mark Vitek, CPA/PFS, CFP®
…until next week.
Please take notice of our office closing date. Our office will be closing at 6:00pm on Friday, April 14th and will not reopen until Wednesday, April 19th, 2017.
If you haven’t filed your tax return by now, you should probably consider filing for an extension.
To file for an extension, you simply need to submit Form 4868. Submitting this form will give you until October 15th of that year to file your returns. However, an extension of the time to file is not an extension of the time to pay. If you think you will owe taxes, you must send a payment along with the extension. This applies for your federal and state tax returns
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.Questions or Comments?
Mark Vitek, CPA/PFS, CFP®
…until next week.
In order for us to get all client’s tax returns completed by April 15th in a quality fashion, we request all clients drop off or mail us all of their information by March 31st, 2017. Otherwise, we will do our best, but we cannot guarantee completion of tax returns without extending the returns to October 15, 2017.
Thank you for your help!
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you. Questions or Comments?
Mark Vitek, CPA/PFS, CFP®
…until next week.
A great article on retirement savings from The News & Observer
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You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.Questions or Comments?
Mark Vitek, CPA/PFS, CFP®
…until next week.
If you meet designated income limits, you can contribute $2,000 annually to a Coverdell Education Savings Account. Although contributions are not deductible, all earnings and withdrawals are tax-free, providing that you use the money for qualified education expenses, including those for kindergarten through high school. In addition, you can fund your Coverdell Account with a wide variety of investments.
Along side a 529 College Savings plan, a Coverdell Account can play a big part in your college funding strategy. Safety of principal and consistency of return are key considerations. It’s also important to have an easy to manage program that keeps your money working all the time.
How much you invest depends on your resources and resolve. By starting early and diversifying properly, you can achieve your goals.
If you should have any questions, please don’t hesitate to give us a call.
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.Questions or Comments?
Mark Vitek, CPA/PFS, CFP®
…until next week.
Click here to read the article from ‘Journal of Accountancy’
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.Questions or Comments?
Mark Vitek, CPA/PFS, CFP®
…until next week.
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