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Tax Appointments
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Planning your financial future. Plan ahead for tax appointments. Client Info Update Form. Useful Links and Frequently Asked Questions. Please visit the following links for more information:. 1040 Central (Check for Refunds, Tax Law Changes, Forms and Publications, etc). Direct Link to Where is my Refund? North Carolina Department of Revenue (NC DOR). Difference Between an EA vs CPA. Which is Right for You? Delayed Tax Filing Information (Good Reading). 2001-2015 Burchett Financial Services.
burchettfinancial.com
Tax Appointments
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Planning your financial future. Plan ahead for tax appointments. Plan Ahead For Your Tax Appointments. If you are like most taxpayers, you find yourself with an ominous stack of homework around TAX TIME! Unfortunately, the job of pulling together the records for your tax appointment is never easy, but the effort usually pays off when it comes to the extra tax you save! Choosing Your Best Alternative. Write down questions you may have so you don't forget to ask them at the appointment. Review last yea...
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Planning
http://www.burchettfinancial.com/Planning.htm
Planning your financial future. Plan ahead for tax appointments. Planning, The Key To Your Financial Future. Building blocks of financial planning:. Start saving - the sooner the better! Start investing and earning interest on your money as early in life as possible- the results are amazing. The classic example is the 25-year old who invests $250 a month in an account at 8.5%, compounded monthly. By the time that 25-year old reaches age 65, savings have mounted up to a million dollars! Your financial pla...
burchettfinancial.com
Tax Planning
http://www.burchettfinancial.com/Tax_Planning.htm
Planning your financial future. Plan ahead for tax appointments. Tax Planning To Lower Your Taxes. Tax Planning Helps You Save $ $. Tax planning is the tool that helps you evaluate your financial situation in light of current law to make sure that you get the benefit of all the deductions to which you are entitled. Most planning strategies involve questioning WHEN to complete transactions that affect taxes. EXAMPLE: Is NOW is the BEST time to buy a car for my business or should I wait until next year?
burchettfinancial.com
Planning
http://www.burchettfinancial.com/your_net_worth.htm
Planning your financial future. Plan ahead for tax appointments. Calculating your financial Net Worth. To determine your Net Worth simply fill out this worksheet. STEP 1: IDENTIFY YOUR ASSETS. Cash Value of Insurance. Value property at what you would expect to receive if you sold it today, including income taxes and. Include retirement/funds like 401(k)s or IRAs in the retirement plan section. Deduct real estate selling costs of 5-7% when valuing your home. STEP 2: IDENTIFY YOUR LIABILITIES. Personal Pro...
burchettfinancial.com
Tax Planning
http://www.burchettfinancial.com/Tax_Planning_Tips.htm
Planning your financial future. Plan ahead for tax appointments. Tax Planning for Every Taxpayer. The concept of Tax Planning is often an overlooked means of saving hard earned income. The laws are complex, the fear of an audit looms in the distance, and tax implications are not top of mind until it is time to file a tax return. Making a financial decision without conducting alternative tax obligation scenarios. Buying and selling a home, business, or investment are common examples. Using non deductible ...
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Message from Joyce Burchett
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Planning your financial future. Plan ahead for tax appointments. Client Info Update Form. Message from Joyce Burchett. January 15, 2016. Dear Clients and Friends,. We are still here just trying to catch our breath from the holidays. We all hope you had a wonderful 2015. I’m hoping that 2016 will be a great year for all. When setting up an appointment please be prepared and have all information before setting your appointments. You will have a checklist to go through included with this letter or on th...
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