Tag Archives: Tax Planning

Tax and Money Tip of September

Tip of the Month | September 8, 2022  Our Tax and Money Tip is back! TMTW will be published once per month to all our clients, business associates, and friends of the firm.In this September edition, we are pleased to announce the … Continue reading

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TMTW #470 – How to Hire a Tax Pro

Tax and Money Tip of the Week: How to Hire a Tax Pro January 29, 2020 | No. 470 Click here to read How to Hire a Tax Pro from ‘Business Management Daily’ Questions or Comments? You can add comments on the blog, call 919-847-2981, … Continue reading

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TMTW #457 – Year End Tax Planning

Tax and Money Tip this Week: Year End Tax Planning October 30, 2019 | No. 457 This is the time of year in our CPA practice that I work with small business owners and individuals to perform tax checkups to help them … Continue reading

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TMTW# 456 – Good Communication is Key to Lowering Taxes

Tax and Money Tip this Week: Good Communication is Key to Lowering Taxes October 23, 2019 | No. 456 After over 30 years in the tax business, we continue to find that solid accounting and good communication with your CPA is the … Continue reading

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TMTW #425 – April 15th Deadline is approaching!

Tax and Money Tip this Week: April 15th Deadline is approaching! March 13, 2019 | No. 425 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 … Continue reading

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TMTW #397 Don’t Miss the September 17th Deadline

Tax and Money Tip this Week: Don’t Miss the September 17th Deadline August 22, 2018 | No. 397 Final Filing Deadline Reminder If you need to file a Form 1065 (partnership return), Form 1120S (S corporation return) or Form 1041 (fiduciary … Continue reading

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TMTW #396 September 17, 2018 Tax Deadline: Individual Estimated Taxes and Tax Planning Checkups

  Tax and Money Tip this Week: September 17, 2018 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups August 15, 2018 | No. 396 This is the time of year in our CPA practice that I work with small business owners … Continue reading

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TMTW#365-5 Tips on Tackling Financial Clutter

Tax and Money Tip of the Week: 5 Tips on Tackling Financial Clutter January 3, 2017 | No. 365 Revisiting a past article from the News & Observer.  5 Tips on Tackling Financial Clutter Questions or Comments? You can add comments on … Continue reading

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TMTW#351-Tax Rules for Tax-Free Scholarships

Tax and Money Tip of the Week: Tax Rules for Tax-Free Scholarships September 27, 2017 | No. 351 Click here to read Tax Rules for Tax-Free Scholarships in ‘Business Management Daily’ You can add comments on the blog, call 919-847-2981, or visit our web site. We look … Continue reading

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TMTW#259- Year End Tax Planning

Tax and Money Tip this Week: Year End Tax Planning November 18th, 2015 | No. 259   This is the time of year in our CPA practice that I work with small business owners and individuals to perform tax checkups to help … Continue reading

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