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4 Key Year-End Tax Strategies With Tax Reform In Mind For West Michigan Taxpayers

We're in that annual holiday lull during which most of the country takes things real easy, tries to recover from all of the parties, and gears up for a new beginning. For tax professionals, however ... well, let's just say that we don't often get a "normal" holiday...

How To Manage Money For West Michigan Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

2018 Tax Reform Update And A Holiday Prayer from Ashley

Well, we seem to have a final tax plan in place, and if everything goes according to what Capitol Hill watchers say, it should pass both the House and Senate this week, and be signed into law by President Trump. And my, oh my, are there changes. One that I should...

New (and Old) Tax Scams Taxpayers In West Michigan Need To Know About

You'd think that this would be about golf, since here we are smack in the middle of summer. But I'm here with a word of caution about other kinds of traps, not of the sandy variety. Last week, we spoke about executors, and I'll return to that subject soon. But today,...

A 12-Point Financial Health Check For West Michigan Families And Individuals

We are now fully engaged in our tax "off season" here in West Michigan. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes...

Three Key Money-Management Tips For College Students In West Michigan

So, Labor Day is behind us, which means that the FALL is here. Football, cooler temps, pumpkins and more are in our future.And school.School is back in session in West Michigan -- which for some parents is something to celebrate, and others something to mourn. Or a...

3 More Reasons Why More West Michigan Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from West Michigan who trust us with their most sensitive financial details -- and we don't take...

The Joys Of Providing Professional Tax Services To West Michigan

Well, our primary work for this tax season in West Michigan has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in West Michigan, we make it a point to do a bit more than simply "fill out forms" on your...

Ashley Forrest’s Key Points On How To Make Sound Financial Decisions (Part 2)

We just wrapped up all the extension returns for TY2017, and can finally place our gaze SQUARELY at what's ahead.Which is a funny thing to say, because, well ... for too many of our clients, we are continuously looking backwards -- simply because they haven't worked...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!