We specialize in bookkeeping, payroll, income tax return preparation, and retirement planning, and serve a nationwide clientele consisting of individuals and businesses of all types and sizes (LLC, partnerships, C & S Corporations), as well as trusts and estates. As financial problem solvers, we provide practical advice and proactive solutions with personalized service. We are affordable, experienced, and friendly, and we tirelessly study and research the ever-changing world of tax law and regulation so that we can help every client realize the greatest possible savings and return on investments. Our office is conveniently located in Dover, Delaware. Please contact us today to find out more about how we can make YOUR life less taxing!Tax
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𝗪𝗵𝘆 𝗶𝘀 𝗴𝗲𝘁𝘁𝗶𝗻𝗴 𝗮 𝗯𝗶𝗴 𝘁𝗮𝘅 𝗿𝗲𝗳𝘂𝗻𝗱 𝗯𝗮𝗱?
Because it means you gave the government too much of your paycheck all year.
We get it. A refund feels good when it hits your account.
But that money was yours the whole time! So, with a few adjustments, you could make that money work for you now.
1. 𝗬𝗼𝘂𝗿 𝘄𝗶𝘁𝗵𝗵𝗼𝗹𝗱𝗶𝗻𝗴
This is the amount your employer takes out of each paycheck for taxes. If too much is coming out, updating your W-4 can help bring that number closer to what you actually owe.
2. 𝗬𝗼𝘂𝗿 𝘀𝗶𝗱𝗲 𝗶𝗻𝗰𝗼𝗺𝗲
If you freelance, drive for an app, sell online, or earn income outside your W-2 job, it’s better to plan for those taxes during the year instead of being surprised later.
3. 𝗬𝗼𝘂𝗿 𝗲𝘅𝘁𝗿𝗮 𝗰𝗮𝘀𝗵
Money sitting with the IRS all year could have been in a savings account, retirement account, HSA, or another place where it had a chance to work for you.
True or false: I’d rather get a smaller refund if it meant keeping more money in my paycheck each month.
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𝘿𝙤 𝙮𝙤𝙪𝙧 𝙗𝙤𝙤𝙠𝙨 𝙢𝙖𝙩𝙘𝙝 𝙮𝙤𝙪𝙧 𝙗𝙖𝙣𝙠 𝙖𝙘𝙘𝙤𝙪𝙣𝙩 𝙧𝙞𝙜𝙝𝙩 𝙣𝙤𝙬?
We don’t mean “close enough”… Do they actually match?
Because if they don’t, expenses never make it into your books, income can get counted twice, your profit ends up looking higher (or lower) than it really is, and you wind up paying taxes based on the wrong number.
We see this more than you’d think. It comes down to having regular reconciliation.
A simple monthly check fixes most of this, so…
• Do it the same day each month
• Match your bank balance to your software
• Review anything that hasn’t cleared
• Clean up old or duplicate transactions
If you waited until tax time to sort things out this year, this is your chance to stay ahead of it for next year.
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Just think if we relied on ChatGPT to talk to you about your taxes.
The thing that sets us apart from those big tax corporations is that we write like we talk. Like a human. Not a machine.
Which means we help you like you're a human, not a number.
Why AI Writing Is Quietly Eroding Your Professional Credibility
www.forbes.com
Is your writing quietly reading as AI to your boss and your customers? Most leaders are paying a credibility cost they don't know they're paying.0 CommentsComment on Facebook
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First State CPAs & Associates |
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|
18 S. State St, Dover, DE 19901 |
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| (302) 736-6657 | |
| Business Hours | |
| January 1st January 31st | |
| Monday–Friday: | 8am–5pm |
| Saturday & Sunday: | closed |
| February 1st April 15th | |
| Monday–Thursday: | 8am–6pm |
| Friday: | 8am–5pm |
| Saturday: | By appointment |
| Sunday: | closed |
| April 16th December 31st | |
| Monday–Thursday: | 8am–5pm |
| Friday, Saturday & Sunday: | closed |