From CEO:  We are 7 months into the year 2015. Let’s Talk??

  1. You should have at least 4 charitable receipts Goodwill, Purple Heart, Disabled Vets, etc.
  2. If you got a raise, you should have change your exemptions to compensate for your raise.
  3. Did you get health insurance, if you didn’t have any in 2014, the penalty is 3x’s this year?
  4. Please don’t let me catch you putting clothes in them bins, get a receipt.
  5. Did you start a emergency savings account?
  6. Did you open a 529 College Fund for your child or grandchild?
  7. Did you buy a new house or car, remember sales tax is a write off?
  8. Did you have face to face time with your Accountant to help you prepare for the 2015 tax year?
  9. For those of you who filed an amendment – have you filed your 2014 taxes yet?
  10. Did you have moving expenses, rental expenses, new windows, new central air, these are all write offs, keep those receipts. 

OK I have got you started. So let’s get to moving people. I can only give you advice, you have to do the work. Okay!!!!