News and Events
Mid-Year Tax & Financial Review
KEY POINTS FOR YOUR CHECKLIST June marks the midpoint of the year, a perfect time for a comprehensive “mid-year tax checkup”. By evaluating your financial and tax situation now, you can make the necessary adjustments to minimize surprises come April. This approach also enables you to benefit from potential tax-saving strategies that might […]
The Tricky Terrain of Backdoor Roth IRAs: Three Common Mistakes
In the world of retirement planning, a backdoor Roth IRA is often touted as a useful strategy for high-income earners to save more tax-free money for their golden years. However, while this method can be highly beneficial, it also carries potential pitfalls that could lead to unnecessary tax complications and financial penalties. Below are three major […]
Should You Be Paying Estimated Tax Payments
What are estimated tax payments? Do you need to make estimated tax payments? How much should your estimated tax payments be? These are common questions an individual may ask their tax advisor. Click here to read more about estimated tax payments. Submitted by: Frank Williams Sources: https://jmtaxlaw.com/article-on-estimated-tax-payments-by-denver-tax-attorney/ and https://turbotax.intuit.com/tax-tips/small-business-taxes/estimated-taxes-how-to-determine-what-to-pay-and-when/L3OPIbJNw
Welcome Jeff and Cody!
Joining our team as an Information Technology (IT) Assistant, Jeff Carter is from White Lake, Michigan, but has been in the south for the last eight years. Jeff previously worked as a help desk associate for a local company. His training is in security administration, cyber security, and software. Jeff’s passion for IT came from […]
Are You Prepared for a Natural Disaster?
Do you have an emergency preparedness plan in place? The Internal Revenue Service has preparedness tips to share during a natural disaster. Below are some valuable topics: Click here to read more about preparing for a natural disaster. Source: Internal Revenue Service
Stacee Rash is the Newest Board Member of NCACPA
We are proud to announce one of the newest members to the board of directors of the North Carolina Association of Certified Public Accountants (NCACPA), Stacee Rash, partner at Martin Starnes & Associates, CPAs, P.A. (MSA). It is a significant honor to be selected and to learn from others in the accounting profession. The NCACPA works […]
Where is Your Refund?
If you haven’t received your federal or state refund yet, visit the following “Where’s My Refund” sites to check your status: Federal – https://www.irs.gov/refunds North Carolina –https://www.ncdor.gov/refund#Tab-TaxSeason2023-8542
Form 990 Filing Deadline is May 15, 2023
Are you are a tax-exempt organization with a May 15, 2023 filing deadline? Please use this as a reminder to file your Annual Information Return. Click here to read more about this deadline. Source: Internal Revenue Service
Time is Running Out to Claim Your Refund for the 2019 Tax Year
It is not too late to file or amend your 2019 tax return if you have not yet done so; however, the July deadline to claim your refund is fast approaching. Please click here for more information concerning the upcoming 2019 deadline and how it may affect you. Source: Internal Revenue Service