February 2020 Newsletter

Tax Tips for Individual Taxpayers

From CNBC.com: Tax season is here! What you need to make it easy

The best way to make sure you’re not missing any of your necessary documents is to review last year’s tax return.

“By the end of this month, everything should be there,” said Cristina Gugilielmetti, a certified financial planner and owner of Future Perfect Planning in Brooklyn, New York. “Last year’s tax return is a good checklist for everything that you’ll need this year.” Read More

What is Your Correct Filing Status?

Choosing the correct filing status is a little more involved than most people think, and your filing status can change in any given year. In order to choose the correct filing status, it’s important to understand all of them. First, what is the purpose of a filing status? Read More

New Decade. New Form W4.

There is a new Form W-4 for 2020. We recommend that everyone complete a new one now. First, what is the difference between a W-2 and a W-4? Lots of taxpayers get confused about these two forms. Read More

From BBB.org: How to Choose a Tax Preparer.

Every year, United States taxpayers must file their income tax forms before the April 15th deadline.  For many people, major life changes, business ownership, or simply a lack of knowledge about the ever-changing tax laws make finding a trustworthy tax preparer a good idea. That said, not all tax preparers have the same level of experience and training. Here are our tips for finding someone you can trust with your finances and sensitive personal information.   

Which Type of Tax Preparer is Right for You? 

First, it’s important to understand the different types of tax preparer and their qualifications. Only enrolled agents, certified public accounts and attorneys may represent their clients to the IRS on matters such as audits, collection issues, and appeals. Read More

Tax Tips for Small Business Owners

From Governing.com: Some Cyberprotection Tips for the Upcoming Tax Season

Threats of cyberattacks are ever mounting and tax filings are a treasure trove of personal information for cybercrooks. Be mindful of your data, electronic or not, to avoid fraud. Read More

From Signalscv.com: 4 Money-Saving Tips for Small Business Owners

If you’re a small business owner, chances are you must be thinking about ways on how to save money while developing your business in 2020. That said, making plans is normal for any business owner, because after all, your ultimate goal is to earn as much cash as possible. Read More

2 Richmond Locations

West End

Corporate Office/The Forum Office Park

10120 W. Broad St., Suite C
Glen Allen, VA 23060

South of the River

Commonwealth Centre

4521 Commonwealth Centre Parkway
Midlothian, VA 23112

More information and Hours