Tackling Finances After the Loss of a Spouse By: Lucille Rosetti

Tackling Finances After the Loss of a Spouse Losing your spouse is one of the most challenging things that can happen to you in your golden years. There are many decisions and choices to make as you manage your grief, especially regarding financial matters. Here are some tips on how to handle these issues so that they do not overwhelm … Read More

chrisa andersonTackling Finances After the Loss of a Spouse By: Lucille Rosetti

Helping a Senior Family Member Make Financial Decisions After Losing a Spouse By: Lucille Rosetti

Losing a husband or wife is one of the most stressful events that can happen in a person’s lifetime. When it happens to a senior family member, they rely on their younger loved ones to help when it comes to recovering from the loss. This is especially important for seniors.   Studies have shown that the grief from losing a … Read More

chrisa andersonHelping a Senior Family Member Make Financial Decisions After Losing a Spouse By: Lucille Rosetti

Four Tips For Western Illinois Couples To Make Money and Marriage Work Together

money and marriage

It seems like crooks these days keep finding new ways to trick people here in Western Illinois into giving them more money. And no, I’m not talking about Congress. Last week, for those of us in the tax professional world in Western Illinois who are paying attention (because let’s be honest — many of our colleagues are still on vacation), … Read More

Chrisa AndersonFour Tips For Western Illinois Couples To Make Money and Marriage Work Together

3+ Reasons Why Western Illinois Taxpayers Might Need to File an Amended Return

amended return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Western Illinois office door on April 15th (the 17th this year — er, the 18th, because of the IRS “issues”), I feel a huge weight lift off of my shoulders. Going home that day is very nice. We work hard around here … Read More

Chrisa Anderson3+ Reasons Why Western Illinois Taxpayers Might Need to File an Amended Return

The Joys Of Providing Professional Tax Services To Western Illinois

Professional Tax Services

Well, our primary work for this tax season in Western Illinois has just about wrapped up. But notice I said “primary”, there … you see, unlike some professional tax services in Western Illinois, we make it a point to do a bit more than simply “fill out forms” on your behalf. I’ll tell you more about that in a moment. … Read More

Chrisa AndersonThe Joys Of Providing Professional Tax Services To Western Illinois

Chrisa Anderson’s Tax Extension Breakdown

tax extension

It’s the final full week of tax season, and our office in Western Illinois is hopping! But yes, I’m still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right around the corner. And, fret not — if you have all your … Read More

Chrisa AndersonChrisa Anderson’s Tax Extension Breakdown

Filing Late On Taxes? You Might Actually Be Among Western Illinois’s Smartest

Late On Taxes

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you’re filing late on taxes this year, let’s talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as possible. If you’re still a bit spooked by that deadline, well, it might be … Read More

Chrisa AndersonFiling Late On Taxes? You Might Actually Be Among Western Illinois’s Smartest

The Behavior Profile of Our Western Illinois Clients with the Highest Level of Financial Security

Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for personal tax returns away from April 15th (the 17th this year), well … I … Read More

Chrisa AndersonThe Behavior Profile of Our Western Illinois Clients with the Highest Level of Financial Security

Chrisa Anderson’s 6 Negotiation Tips To Get What You Want

Negotiation Tips

Well, the brackets are set — and the nation’s collective basketball madness has begun. Billions fly around every year for this tournament (probably much of it not reported on Form W-2G!), and it’s become a huge part of this season, as you no doubt know. But there is another, often-unnoticed, part of this season that always makes me shiver a little … Read More

Chrisa AndersonChrisa Anderson’s 6 Negotiation Tips To Get What You Want

CL Anderson & Associates, PC’s 2017 Tax Preparation Checklist

2017 Tax Preparation Checklist

Lots of things have been changing recently — from Academy Award ratings (they’re down), to mortgage rates (which have been rising), to the effective tax rates for most businesses and families in 2018 (which, you may have heard, have changed!). But we here at CL Anderson & Associates, PC haven’t much changed: we’re still cranking along in preparing your 2017 taxes, … Read More

Chrisa AndersonCL Anderson & Associates, PC’s 2017 Tax Preparation Checklist