Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

 

Financial Planning

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

Preparing For The Future

Income Planning
College Planning
Elder Care Planning
Estate Planning

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Should Western Illinois Filers Use DIY Tax Filing Software?

Let’s dial in right away to an important question: Are you ready to knock out your 2022 tax filing? There are now less than 2 months left to do it. And while that seems like a lot of time, you and I both know, it’s really not. Here’s why: My calendar is chock...

How Western Illinois Filers Can Prepare for an IRS Audit

First off – congratulations to the Kansas City Chiefs. From all accounts, it was a pretty epic game. And, of course, there are those commercials. Many great ones, but one quick note about one of, well, “professional interest” for me.The TurboTax campaign (“Don’t...

Western Illinois 1040-Filer: How to Handle Crypto Assets on Returns

Now that we're into the first "full" week of February, things are truly heating up for us here at Chrisa, at least in terms of our communication volume. And no, we aren't replying to our emails using ChatGPT ... but I wouldn't be surprised if that happens at...

Anderson’s Private Foundations as Giving Strategies

Things have certainly picked up for us here at CL Anderson & Associates, PC … we can already tell that we will be quite busy from now until April .Regardless, just a little bump that it would be a very good idea to get on our calendar as soon as you’re...

What You Need for Your Western Illinois Tax Appointment

If you were watching football this weekend, you likely noticed TurboTax’s “personalized service” ads. Their timing was impeccable… if not slightly annoying – who wants to think about taxes while on the edge of your seat during a playoff game?The allure of big brand...

Paying Bills in 2023: Chrisa Anderson’s Tips

Last week, the IRS announced the "official" beginning of the 2023 tax season – January 23. That's the date that they start accepting electronically filed returns. (Yes, some Western Illinois people really do file their taxes this early.) This is the start of the...

4 Financial Goals Western Illinois People Can Reach in 2023

I want to help you today. With your resolutions, that is.You see, if you take a look at the most common resolutions (lose 20lbs, work out more, quit smoking, read more & watch less, etc. etc. etc.) they’re all pretty similar – you might as well get out last year's...

2023 Tax Strategies Western Illinois Taxpayers Should Make Now

Resolutions? Really?It’s kind of what you do in January — new year, new goals, new me … right?Well, as someone who’s made resolutions and failed to keep them over many years, I’m all about focusing on what I know is doable. As your Western Illinois tax pro, I’m...

Federal Spending 2022’s Effect on Western Illinois Taxpayers

As we come out of the last-minute gift wrapping and too many holiday goodies fog and finish out 2022, I want to take a moment and say thank you for your trust this year. We here at CL Anderson & Associates, PC are grateful that you choose us not only to handle...

The New Crypto Regulations and Western Illinois Traders

The holidays are fully upon us, and I’ll have more to say along those lines next week. But, as is usually the case, there are many tax and regulatory things to handle before EOY, and I want to keep you abreast of all those things whether you’re one of my Western...

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!

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