Posted October 16, 2016 ~ "How to Challenge a Wrong Bill"
"Tact is the ability to describe others as they see themselves." -Abraham Lincoln
Dealing with a billing error can be frustrating. But giving up too quickly will only cost you money. I've learned this the hard way, and many of my clients and friends might benefit from what I've learned.
So, if you've got an erroneous bill to settle, here's what to do:
Much of what we do around here at Team Kubiak comes down to going to bat on behalf of our clients and making sure that they aren't getting taken to the cleaners. The above is just a few points from our methodology.
The best advice? Have a professional in your corner. Our main office number is (518) 893-2683. Or email firstname.lastname@example.org.
Posted September 16, 2016 ~ "It's a New Season for Us"
Let me start with a brief warning reminder: if you receive a call from the 'IRS' threatening you in any way, please remember that these are from people trying to scam you. DO NOT give them ANY information. Just hang up!
Lots of important things are happening in the world these days, but based on what I'm seeing in social media, perhaps the thing that people are most interested is in the return of NFL and college football. I'm a Buffalo Bills fan and the year did not start well for me...
Perhaps that causes a mere shrug of the shoulders for many, but regardless of how we feel about it, what it does signify is that summer is over. Saturdays and Sundays are now full of tailgates and soon, in most cities where I have clients, autumn colors.
Around here, we're investing ourselves in continuing education so that we can take advantage of every available (and ethical) tax move on behalf of our clients, and gearing up for what promises to be a very full final quarter with our Accutax and Owlview family.
Our economy is now about 'knowledge.' That's why I take the time each week to inform you about the "real world" steps you should be taking with your family's finances and how to be prepared for any circumstance.
So I've put together a simple primer on what you should be pulling together over this quarter. But the BEST WAY to be prepared is to have a conversation now about a proactive strategy to minimize your tax burden. January through April may be "tax season," but September through October is "tax planning season." And to that end, I suggest you call us at (518) 893-2683 and set up a time for a tax planning session. But regardless, here's what you need to be making sure you are ready for 2017...
Ensuring Your 2016 Taxes Are Done Right
Believe it or not, now is the time to start making sure that you'll be ready for a few months from now, when tax time is upon us.
Generally speaking, you should keep any and all documents that may have an impact on your federal tax return. Individuals should usually keep records and supporting items for their tax returns for at least three years, including:
You should normally keep records relating to property until at least three years after you sell or otherwise dispose of property, including:
Here's the best part of all of this... By pulling together this information NOW, we can really work our "magic" and ensure that we aren't simply playing catch-up for you after the fact. That's what tax planning is all about.
So give us a call, and let's plan the rest of 2016 and beyond.