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Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...


Sunday, March 16, 2014

Tax Season hours are Monday through Friday 8:00 AM to 5:30 PM and Saturdays by appointment


Friday, January 17, 2014

Just as they did last year, the IRS has again delayed the date for accepting individual returns. Due to the two week government shutdown (which occurred 3 months ago), they have indicated they will be incapable of accepting returns...


Thursday, January 16, 2014

Beginning Monday the 20th, our office hours until April 15th will be: Monday through Friday - 8:00 AM to 5:30 PM and Saturdays by appointment.


Tuesday, October 1, 2013

There have been countless news articles concerning the implementation of this new law and the details are both complex and enormous. Regardless of your opinion of this massive new bureaucracy, it is going to be a tremendous and costly...


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Tuesday, October 1, 2013

The health care reform and income tax changes passed as a part of the Affordable Care Act are beginning to have a significant impact on our lives, both in healthcare and in finances. We thought we would use our little monthly tax...


Monday, January 21, 2013

Monday through Friday - 8:00 AM to 5:30 PM and Saturday - 9:00 AM to 12:00 PM


Monday, August 6, 2012

Beginning January 2013, the additional Medicare tax becomes effective. This tax will imposed in accordance with the much maligned Patient Protection and Affordable Care Act. There are two aspects of this tax that will be of particular...


Monday, July 30, 2012

The Emergency Economic Stabilization Act of 2008 requires brokers to report cost basis and gain on securities to the Internal Revenue Service. This began in 2011 with the reporting of basis for equities purchased after 2010. It now...


Wednesday, July 25, 2012

A little known income tax deduction is available for businesses involved in domestic manufacturing activities. Basically, the deduction is for 9% of net income from qualified production activities subject to some limitations.This...


Monday, May 21, 2012

With another successful tax season behind us, I wanted to remind you of a few things. First, we are still taking referrals. If you or someone you know has yet to file a tax return, we will be more than happy to help. Secondly, our...


Saturday, January 21, 2012

Beginning today we are open Monday - Friday, 8:00 to 6:00 and Saturdays 9:00 - noon. You are more than welcome to stop by with or without an appointment and we accept all major credit cards.


Tuesday, January 3, 2012

Well, we are beginning our 32nd tax season here in Lindale - we'll call that great experience and not old age.Our tax season hours will begin on Monday, January 16. We will be open from 8-5 Monday through Friday and Saturday, 9-noon....