Taxes

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April 16, 2024

Life is Full of Opportunity

When you have an IRA, tax season is a time of opportunity. Select the right option to enjoy potential tax deductions or tax-free growth. Contact us today to help you invest wisely in your future….

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April 12, 2024

Flexible Spending Accounts, Quickly Explained

Discover the benefits of Flexible Savings Accounts (FSAs) in this informative video. Learn how FSAs work, their tax advantages, eligible expenses, and contribution limits, and how they can help you save on healthcare and dependent care costs….

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How to Protect Yourself Against IRS Imposter Scams

Are you prepared to safeguard against IRS imposter scams this tax season? Here’s what you need to know. Tax season, tax scams, tax identity theft, IRS identity theft, how to prevent identity theft, report identity theft, tax collection scam, IRS verification scam, tax transcript scam, IRS fraud, IRS imposter scam, IRS stolen identity, electronic tax filing, internal revenue service identity theft, ID theft IRS, IRS ID fraud, IRS form 14039, form 14039, tax season fraud prevention, IRS communication protocols, IRS tax filing season, recognize phishing, phishing emails, SMS scams, report tax scams , Find practical ways to identify, prevent, and respond to IRS imposter scams….

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April 1, 2024

Employer Withholding: Balance is Key

Getting a tax refund can be exciting, but having your employer withhold more income tax from your paycheck than is necessary during the year gives the government an interest-free loan. Instead, try calculating your withholdings based on your tax situation with the IRS estimator tool….

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March 27, 2024

25 Business Tax Deductions You Don’t Want to Overlook

Taxes are a fact of life. The good news: deductible expenses can reduce your burden. Income taxes, IRS, federal income taxes, business taxes, income tax deductions, deductible expenses, tax write offs, tax breaks for small businesses, reduce my tax liability, reduce tax burden, what expenses are deductible, how to deduct expenses, meals, travel expenses, loan interest, office expenses, cogs, compensation, benefits, IRS rules for meals, IRS rules for mileage, IRS rules for home office, find a tax accountant , 25 common income tax deductions that your business may be entitled to claim….

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March 18, 2024

Let’s Chat

You may want to stash away your tax refund, but there are better ways to protect your finances. Our advisors can help with planning your next steps and setting goals for any situation….

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The Best of Both Worlds

With our money market account, you can maintain liquidity while earning competitive returns. It’s the best of both worlds (and a great way to make the most of your tax refund). Contact us today!…

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How About More Funds?

Getting that tax refund was nice. Watching it grow is even nicer. Putting it into a money market account will let you enjoy higher interest rates compared to traditional savings….

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Unlock Your Home’s Value

Unexpected tax bills? Use the value in your home to handle payments with ease. A home equity line of credit (HELOC) offers you fast, flexible access to the funds you need….

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March 15, 2024

How to Make the Most of Your Tax Refund

Don’t just spend your tax refund; invest it in your financial health. Here’s how. Tax refund management, maximizing tax refund, tax refund savings tips, tax refund loans, electronic tax filing benefits, smart tax refund spending, building an emergency fund, tax refund for debt reduction, IRS tax refund status, tax scams, direct deposit tax refund, tax season fraud prevention, tax refund loans risks, IRS communication protocols , Discover savvy saving tips, smart spending strategies, and ways to avoid tax season scams….

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