Dear ClientsI normally don’t send these special bulletins, but I wanted to get this to you ASAP.You probably heard on the news that the IRS is sending out “advance payments” of $250 – $300 per month for children.The first payments went out THIS WEEK (July 15th).The payments will continue every month on the 15th until December 15th of 2021.There’s a … Read More
Staying Financially Secure and Safe When Venturing Out on Your Own
Staying Financially Secure and Safe When Venturing Out on Your Own Written by Christopher Haymon Moving out for the first time often comes with many different emotions. You may be excited to start the next chapter of your new life and embrace your newfound independence, yet nervous about the uncertainty that lies ahead and sad to leave some of … Read More
How Baby Boomers Can Balance Thriftiness and Fun
Written by Jim McKinley Once we reach a certain age, we tend to be caught between saving for our golden years and savoring every moment. Being frugal has its place, but to enjoy your life, it’s also important to let your hair down. Here’s how you can have fun during your senior years without overspending. Start with Security One … Read More
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 … Read More
Four Tips For Western Illinois Couples To Make Money and Marriage Work Together
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
3+ Reasons Why Western Illinois Taxpayers Might Need to File an 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
The Joys Of Providing Professional Tax Services To Western Illinois
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 Anderson’s Tax Extension Breakdown
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
Filing Late On Taxes? You Might Actually Be Among Western Illinois’s Smartest
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
The Behavior Profile of Our Western Illinois Clients with the Highest Level of 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