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    • Tax Preparation
    • Home Loans
    • Personal Finance Coaching
  • About Us
    • Meet Chad
    • Meet Emilie
    • Chad's Story
  • Client Resources
    • Tax Resources
    • Home Loan Resources
    • Financial Coaching Resources
  • E-News
  • Client Reviews
  • Contact Us
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E-News

Making Finances Simple. Changing Lives.

5/8/2017

Takeaways From Tax Season

Below are nine tips we want to pass along to you after preparing tax returns for the past three months!

1) Tax Benefits of Home Improvements
Home improvements are an often misunderstood expenses in regards to tax benefits. Learn more here…
http://www.chadpeshke.com/are-renovations-improvements-tax-deductible.html
 
2) IRS Notices
Please know we’re here to help should you get a letter from the IRS! Here are nine things you should know about IRS notices…
http://www.chadpeshke.com/personal-finance-blog/how-to-deal-with-notices-from-the-irs
 
3) Amended Returns
We’re here to help should you need to file an amended return due to any changes you discover from your originally filed return. Here’s more…
http://www.chadpeshke.com/personal-finance-blog/tips-for-correctly-filing-an-amended-tax-return
 
4) Missing The Filing Deadline
It’s not the end of the world if you haven’t filed yet. Here are things to know for those who missed the April 18th filing deadline…
http://www.chadpeshke.com/personal-finance-blog/tips-for-taxpayers-who-missed-the-tax-deadline
 
5) 1099’s for Side Work
We’re seeing more and more clients working side jobs to supplement their primary income source, or to fill in the void between jobs. It pays to understand the tax implications so you don’t end up with a costly surprise…
http://www.chadpeshke.com/personal-finance-blog/be-careful-how-you-handle-1099-miscs
 
6) Ways To Apply Your Tax Refund
We’re often asked for suggestions on how to best apply tax refunds. Here’s an article we wrote with seven ideas…
http://www.chadpeshke.com/personal-finance-blog/7-things-you-can-do-with-your-tax-refund
 
7) Paperwork Organization for 2017
Tax time is sure easier if you’re able to plan ahead and stay organized during the year. Check out our article with an Electronic Organization Guide for you...
http://www.chadpeshke.com/personal-finance-blog/tax-time-made-easy-electronic-organization-for-your-paperwork
 
8) Contributing to Retirement Accounts
Pre-tax accounts can help lower your tax burden. But taxes aren’t the only consideration! Here are some things to think about regarding retirement accounts…
http://www.chadpeshke.com/what-are-the-differences-between-a-401k-traditional-ira-and-roth-ira.html
 
9) Early Distributions From Retirement Accounts
The section above discusses Retirement Contributions; but what about Distributions? Think twice before taking retirement distributions early. We see so many get hurt come tax time when making this move. As such, we’re bringing this article back to you…
http://www.chadpeshke.com/personal-finance-blog/using-401k-iras-for-down-payment-or-debt-payoff-read-this-first
 
Contact us any time with your tax questions...we’re happy to help!


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