ROTH 401(k) Contributions are a Great Wealth Creator
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ROTH 401(k) Contributions are a Great Wealth Creator

First, let’s clear up the misconception about a ROTH 401(k) Contribution. NO MATTER HOW MUCH MONEY YOU MAKE, YOU CAN CONTRIBUTE TO A ROTH 401(k) in your employer-sponsored plan (assuming they offer the choice). I get asked repeatedly why I would want to pay taxes on my 401(K) or other employer-sponsored retirement contributions now. The…

What Impacts the Price of My Individual Income Tax Preparation?
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What Impacts the Price of My Individual Income Tax Preparation?

We have a “knowledge gap” between what people understand about their income tax compliance situation and what their CPA has to do with your tax compliance situation. These are things that will increase your tax return price. Understanding the K-1: “It’s Truly a Maze of Information” Partnership and S-Corporation K-1s factor into this pricing. Think…

Create Lasting Memories and Save Big on Taxes for Your Family Adventure!
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Create Lasting Memories and Save Big on Taxes for Your Family Adventure!

Dear Professionals and Business Owners, Income taxes often represent the most significant expense for families and businesses, and unfortunately, many taxpayers do not receive adequate tax advice on how to reduce their tax bills. As a result, they leave thousands of dollars on the table each year. But what if I told you that you…