Skip to main content

How to Get Up and Running

How to Get Up and Running - or What to Do After Filing Your Articlesor What to Do After Filing Your Articles

Warning! Contrary to some people's thinking, just filing Articles of Incorporation or Articles of Organization and receiving your Certificate of Authority as a corporation or limited liability company, does not make your business an operating entity

Read more …

Picturing Your Financial World

Picturing Your Financial World is Not MagicIdentifying your financial assets and their relationships

One way to see your financial world and its many aspects is a “Playing Field Graphic.” This graphic shows all of the “players” in your financial world. “Players” are entities or activities that exist in your financial world. The “Players” tend to be accumulated but not necessarily planned.

Financial World “Playing Field Graphic”, a picture of your financial world

Your Financial World “Playing Field Graphic” is a pictorial representation of all of your financial assets in the form of players (entities and activities that make up your financial situation).

Read more …

Choosing A Preparer For Your Tax Situation

stressed out trying to find the right tax preparer?The choice of a tax preparer is not easy. All preparers are not capable of handling all tax situations. The choice of a qualified tax preparer is very dependent on your financial activities and types of income.

See how to match the preparer with the situation.

If your incomes are Level 1. 

Basic tax situation, incomes from employment (W-2’s not 1099-Misc), interest and/or dividends (under $400), unemployment, and taxable pension payments. You could have simple itemized deductions

Your Tax Preparer Options ...

Read more …