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Spending Money From Tax Refunds Wisely By Darryl A. Hale, EA, MBA, MST
Just about one month left before the tax deadline. As the parents say, the days are long, but the months are fast.And as we tax pros say, the days are long, and the days are long.But that's simply because we've been getting to do some meaty, fun tax...
Darryl A. Hale, EA, MBA, MST’s Three Big Tax Scams And How To Beware
Now we're cooking with gas.After weeks of reports that refunds were down, last week's data from the IRS shows a new trend. Although overall quantity of refunds are down, now the average refund is up 1.9%. After so many headlines to the contrary, I suppose that...
IRS Form 4852: Top Hat Tax & Financial Services Explains the Substitute for the W-2
Word on the tax professional "street" is that tax filing numbers are down across the board so far. That is from data released by software providers (though this year, of all years, I simply don't understand why somebody would use software), as well as overall...
Darryl A. Hale, EA, MBA, MST’s Second Key To Wealth Building
Believe it or not, we have less than two months before federal taxes are due.Yikes.We have been meeting with so many San Diego clients (including a fair number of new ones, thanks to YOUR referrals -- keep them coming!), finding so many wonderful ways to help people...
Darryl A. Hale, EA, MBA, MST’s First Key To Building Wealth
Not only are we entering into the thick of tax season, but based on our political situation, we could be staring at another federal government shutdown on Friday.Which means, well ... we don't know exactly what it will mean except that God bless you if you are trying...
Darryl A. Hale, EA, MBA, MST’s Three Simple Steps For Better Information Security Management
Unless you're a Patriots fan, the Super Bowl sure was a snoozefest, eh? The snarky tweets were in full force, and there were many sad bettors who might want to check this out (unless, of course, they just want to let us handle it for them, which is always wise).Even...
There are so many advantages for those who file taxes early in tax season. Here are the top four reasons to get your documents together as soon as possible.
As of this writing, the federal government is STILL in its partial shutdown.And 800,000+ people are affected -- including a whole slew of IRS workers who have been called in, regardless of paychecks, because come Trump or high water: tax filing will indeed begin on...
Understanding Your San Diego Airbnb And Taxes
As of this writing, the federal government is still in a "partial shutdown", and things are starting to fray around the edges, even for those whose paychecks aren't being affected. Already, it's the longest in history.Which, for a media starving for any kind of...
What Do I Need To File My Taxes For 2019? Here’s Darryl A. Hale, EA, MBA, MST’s Checklist
Oh, you thought that calendar on your phone was accurate, did you? You thought 2018 was DONE WITH. OVER. (Hurrah)?Whoops. The fact is that over the following weeks and months, you will be reliving all of your financial decisions from 2018 while we put together your...
Darryl A. Hale, EA, MBA, MST’s Take On Bad Predictions By Experts
Well, we're staring into the fresh light of 2019 -- and that means that we can now take a good, dispassionate look back at our progress towards what we were aiming for in 2018. Which leads to the big question: How was your 2018?I often believe that reviewing your year...
Top Hat Tax & Financial Services’s Holiday Prayer
As you probably know if you are paying any kind of attention to events OUTSIDE of San Diego (which, this week, you'd certainly be sane if you DIDN'T pay attention to the national news), the government is in "shutdown mode".This means that unless the President and...
Six Key Year-End Tax Moves That San Diego Folks Should Consider
Do you see that train barrelling towards the station? The one with "2018" all over it? This calendar year is about to change in under three weeks, and most people I know couldn't be happier about the fact.But what that means for our San Diego clients and friends here...