When Should You Hire a CPA/CTP?

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When Should You Hire a CPA/CTP?

When Should You Hire a CPA/CTP? If your business is already profitable, hiring a CPA/CTP is one of the best investments you can make. Tax laws are constantly changing, and staying up-to-date on new deductions, strategies, and filings can be overwhelming. Focusing too much on taxes can take you away from the day-to-day operations of running your business. A CPA/CTP … Read More

Tax Planning and Wealth Management

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Tax Planning and Wealth Management

Creating wealth is a goal many aspire to, but the strategies to achieve it often remain elusive. Whether you’re an entrepreneur, a freelancer, or an individual looking to secure your financial future, understanding the intricacies of tax planning and wealth management can be transformative. Let’s delve into the amazing secrets that can help you grow and preserve your wealth effectively. … Read More

Tax Savings Tips for Realtors (Part 1)

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Dallas Real Estate Tax Help: What to Know About Taxes

Tax Savings Tips for Realtors (Part 1) Realtors often have unique financial situations due to the nature of their work, which can include fluctuating income, numerous business expenses, and self-employment taxes. Here are some tailored tax-saving tips for realtors to help them keep more of their hard-earned money: 1. Maximize Business Deductions As a realtor, you can deduct many business-related … Read More

DFW Realtor Tax Advisors: Deductions For Realtors

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DFW Realtor Tax Advisors: Deductions For Realtors

As part of our continued efforts to help realtors save on their taxes, we’ve compiled a list of some more commonly used deductions. (DFW Realtor Tax Advisors: Deductions For Realtors) Since realtors are self-employed sole proprietors, they are eligible for the same deductions as other self-employed business owners. Allowable tax deductions you need to know Take advantage of every tax … Read More

Flower Mound Tax Planning: Save For Retirement Now

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Flower Mound Tax Planning: Save For Retirement Now

If you’re self-employed or own your own business with or without employees, you might want to look into opening a Simplified Employee Pension Individual Retirement Account (SEP IRA) or a Savings Incentive Match Plan (SIMPLE). These tax-advantaged retirement plans can save you big! For starters, both allow you to contribute pre-tax dollars, reducing your taxable income: SEPs’ benefits include minimal setup and … Read More

DFW Tax Savings: Small Business Tax Tips to Make Filing Less Stressful

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DFW Tax Savings: Small Business Tax Tips to Make Filing Less Stressful

The economic climate is still reeling from the COVID-19 pandemic. Some 12% of small business owners say financial stability is the most important challenge for them, beaten only by loss profits and attracting new customers. No surprise then that taxes—a bill that arrives at the end of each financial year—is the second-most important problem for small businesses in the US. Managing your taxes for … Read More

Flower Mound Tax Pros: How Charitable Planning Can Save You Money

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Flower Mound Tax Pros: How Charitable Planning Can Save You Money

Since the 2017 Tax Cuts and Jobs Act, donors should contemplate whether charitable planning will provide an immediate or future benefit. (Flower Mound Tax Pros: How Charitable Planning Can Save You Money) With that said, here are five charitable planning options that can save you money on taxes in 2019 and beyond: 1. Donor-Advised Fund (DAF) A donor-advised fund is … Read More

Flower Mound Tax CPA: Don’t Let Your Investments Trigger an Audit

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Flower Mound Tax CPA: Don't Let Your Investments Trigger an Audit

The IRS typically narrows in on filers with huge deductions relative to their income, business filers with extra or suspicious write-offs, those claiming earned income tax credit or anything unusual. While investing is not the most common trigger for an audit, it still happens. (Flower Mound Tax CPA: Don’t Let Your Investments Trigger an Audit) One of the easiest ways … Read More