The brackets are all set — well, by that I mean, the NCAA basketball brackets … the TAX brackets have been set for quite some time, and we’ve been spending our days with them far more than any basketball bracket! I know the struggle is real for normal humans around these next few weeks to stay focused, but it’s not … Read More
Paredes’ Top 5 Tips for Smart Spending
We’re officially into the season that we get really and truly busy. Even with the extended tax deadline of April 18th this year, I know that some of our clients are still gathering their paperwork for their taxes — and I wanted to say: many happy returns to you in the effort. (See what I did there? “Many happy returns”? … Read More
Paredes’ Top 10 Tax Document Checklist (Again)
A little while back, the IRS released a study which showed that the average time it takes ALL taxpayers to do their taxes is a total of 18 hours. The number is even higher if you don’t just use the 1040EZ form. Seeing that figure once again reminded me of the service we get to provide. Truth be told, it … Read More
Paredes’ Five Commitments For Marriage And Money
I’m going to start off this blog post with asking for a small favor — would you take a few moments and leave an honest review on Yelp or Google Maps about your experience with us? And obviously, if you have NOT yet used our services for preparing your taxes or helping with your books, it wouldn’t quite make sense … Read More
Enzo Paredes’ 3 Steps To Protecting Your Children’s Financial Future And More
We are just about two months away from the tax deadline. This year (2016) the tax deadline happens to be April 18th, instead of April 15th, due to special a holiday in Washington, DC (“Emancipation Day”). More info here, if you care: http://1.usa.gov/1PzSzZL And for those of our clients in Maine or Massachusetts, you get one additional day because of … Read More
Enzo Paredes On How To Handle A Lost W2
The leftover guacamole is turning brown, Peyton Manning may or may not have ridden his last rodeo, and PuppyMonkeyBaby has surely established some kind of new standard for Super Bowl Commercial Weirdness. The NFL season is officially in the books. In my opinion, the ads were decent (and certainly cheerier than last year), the game was “ok” (especially so for … Read More
What To Do With An Inheritance (Or A Large Refund): 5 Tips From Enzo Paredes
Even though all the news media are telling us how HARD things are out there, there are still regular people who are quietly but quickly moving forward with their financial goals. And, sometimes, they get a little help. (For instance, you know someone who is NOT worried too much right now? The big Powerball winners from a couple weeks ago. … Read More
‘This is a Final Notice From The IRS’ Phone Scam, and Other Warnings From Enzo Paredes
For our East Coast friends — how are you enjoying/surviving #SnowZilla? Keep posting those pictures … and stay safe out there. For us, this week is actually heating up a little! The first full week of tax preparation is behind us (as of Tuesday this week), and it’s already been very busy. We have LOVED seeing old friends come through … Read More
Enzo Paredes On Hidden Fees Behind Popular Tax Chain’s “Free” Tax Prep
This past week saw some pretty tough economic news. Retail sales numbers for 2015 were released and the results weren’t pretty. (Some commentary here: http://bloom.bg/1RwiUv5) On top of that, the stock market has been taking a dive, and Wal-Mart announced the closing of 269 stores around the world (152 in the US), and the laying off of about 10,000 US … Read More
Enzo Paredes’: “What Documents Do I Need For Tax Time?”
Well, now the holidays are truly behind us, and this is the week where reality sets in for everybody. With the way the schedule worked out this year, it almost feels like we’ve been in a holiday stupor for three weeks! But this week is when life gets closer to normal. And, in my opinion, how it plays out is … Read More