Tax day might seem far away, but waiting until year-end to make your tax moves may prove costly to you. Maximizing your tax savings starts with an effective mid-year strategy! Detailed here are some ideas to kick-start your summer tax planning.
Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them.
Effective Tax Planning Starts Now!
With summertime activities in full swing, tax planning is probably not on the top of your to-do list. But putting it off creates a problem at the end of the year when there’s little time for changes to take effect. If you take the time to plan now, you’ll have six months for your actions to make a difference on your 2019 tax return. Here are some ideas to get you started.
Very few things in life can create a higher degree of stress than having your Social Security Number (SSN) stolen. This is because, unlike other forms of ID, your SSN is virtually permanent. While most instances of SSN theft are outside your control, there are some things that you can do to minimize the risk of this ever happening to you.
Are you currently getting over the usage limits alerts from QuickBooks Online? Before you press that button and agree to upgrade to QuickBooks Online Advanced and incur additional unnecessary fees automatically withdrawn monthly, let us help you evaluate your usage and decide if your entity needs to consider upgrading. For most clients, your current QuickBooks Online plan is all you need. We can offer suggestions on how to improve your usage so that you can continue to get the most out of QuickBooks Online without the need to upgrade. These simple suggestions include managing the chart of accounts, account classes and users. Call us today for an evaluation and specific recommendations.
Glickstein Laval Carris, P.A.
220 E. Central Parkway, Suite 1040
Altamonte Springs, FL 32701
(407) 645-4775 Fax: (407)629-1606
info@glccpa.com
This publication provides summary information regarding the subject matter at time of publishing. Please call with any questions on how this information may impact your situation. This material may not be published, rewritten or redistributed without permission, except as noted here. This publication includes, or may include, links to third party internet web sites controlled and maintained by others. When accessing these links the user leaves this newsletter. These links are included solely for the convenience of users and their presence does not constitute any endorsement of the Websites linked or referred to nor does Glickstein Laval Carris, P.A. have any control over, or responsibility for, the content of any such Websites. All rights reserved.
