Facebook
Phone: (760) 941-1763

Strategy Center

Category Archives: Tax Strategies & Updates

All things related to tax savings, news and planning strategies.

5 Reasons You Should Prioritize Tax Planning

Most people either don’t do any advanced planning or they wait until the last minute to try and do something about reducing their taxes. Advanced tax planning is the process of projecting your tax liability ahead of time, and reviewing … Continue reading

By Felicia Winfield

Tax Filing Deadline Comes Up Fast! Need An Extension?

We’re swiftly approaching the deadline. If you haven’t filed your income tax returns, you might want to file an extension. Are you looking for an update on filing an extension before the deadline.  Here it is! If your still not ready to file … Continue reading

By Felicia Winfield

Is My Student Loan Interest Deductible?

Congratulations! You’ve finished your degree. You’re out in the workforce building your career. You’re filing taxes, and getting small refunds… Then you get a nice raise. And Bam!… What?… No more refund? And panic strikes. How did this happen!? Why … Continue reading

By Rita Devlin

1099-MISC Filing Deadline Moves Up for 2017

Beginning Tax Year 2016, the 1099-MISC filing deadline has been moved up! Employers will be required to file forms W-2 to the Social Security Administration & forms 1099-MISC returns to the Internal Revenue Service returns, no later than January 31, … Continue reading

By Jeff Johnson