Taxes - 360 Degrees of Financial Literacy http://www.360financialliteracy.org/Topics/Taxes en-US Getting Started http://www.360financialliteracy.org/Topics/Taxes/Year-round-Planning/Getting-Started http://www.360financialliteracy.org/Topics/Taxes/Year-round-Planning/Getting-Started Before beginning your tax return, here are a few things you should know.

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Wed, 11 Jan 2017 19:04:36 EST
Facts to Know When Choosing a Tax Preparer http://www.360financialliteracy.org/Topics/Taxes/Working-with-a-Preparer/Facts-to-Know-When-Choosing-a-Tax-Preparer http://www.360financialliteracy.org/Topics/Taxes/Working-with-a-Preparer/Facts-to-Know-When-Choosing-a-Tax-Preparer As the federal tax return deadline nears this year, you may hear people advertising themselves as “tax preparers.” What does this mean? It’s important you know the answer to that question.

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Wed, 11 Jan 2017 18:58:28 EST
What is a CPA? http://www.360financialliteracy.org/Topics/Taxes/Working-with-a-Preparer/What-is-a-CPA http://www.360financialliteracy.org/Topics/Taxes/Working-with-a-Preparer/What-is-a-CPA Although you may often hear friends talk about meeting with their CPAs at tax time or when they need critical business advice, in fact many people are not really aware of what it means to be a certified public accountant.

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Wed, 11 Jan 2017 18:55:02 EST
How to Choose A CPA http://www.360financialliteracy.org/Topics/Taxes/Working-with-a-Preparer/How-to-Choose-A-CPA http://www.360financialliteracy.org/Topics/Taxes/Working-with-a-Preparer/How-to-Choose-A-CPA When deciding which tax preparer is best suited for your needs, you should keep in mind that certified public accountants offer a high level of business expertise and integrity.

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Wed, 11 Jan 2017 18:51:51 EST
Financial Planning http://www.360financialliteracy.org/Topics/Taxes/Year-round-Planning/Financial-Planning http://www.360financialliteracy.org/Topics/Taxes/Year-round-Planning/Financial-Planning A good financial plan focuses on your individual needs and goals – and builds on those central considerations to shape decisions on everything from retirement funding and education savings to asset protection and growing your estate and investments, all while considering the tax implications therein.

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Wed, 11 Jan 2017 17:01:27 EST
Save Money by Planning Year-round http://www.360financialliteracy.org/Topics/Taxes/Year-round-Planning/Save-Money-by-Planning-Year-round http://www.360financialliteracy.org/Topics/Taxes/Year-round-Planning/Save-Money-by-Planning-Year-round By engaging in tax planning, you help take the guesswork and anxiety out of the tax return process. Going forward, you'll be able to anticipate and manage your tax situation, instead of accepting it as inevitable.

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Wed, 11 Jan 2017 16:53:36 EST
Why choose a CPA for all your tax needs? http://www.360financialliteracy.org/Topics/Taxes/Working-with-a-Preparer/Why-choose-a-CPA-for-all-your-tax-needs http://www.360financialliteracy.org/Topics/Taxes/Working-with-a-Preparer/Why-choose-a-CPA-for-all-your-tax-needs Everyone knows about CPAs, right? Although you may often hear friends talk about meeting with their CPAs at tax time or when they need critical advice, in fact many people are not really aware of what it means to be a certified public accountant or CPA and what services they offer their clients.

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Wed, 11 Jan 2017 15:54:14 EST
Meeting with your Preparer http://www.360financialliteracy.org/Topics/Taxes/Working-with-a-Preparer/Meeting-with-your-Preparer http://www.360financialliteracy.org/Topics/Taxes/Working-with-a-Preparer/Meeting-with-your-Preparer You’ve made the decision and chosen a CPA to help you with your tax and financial needs. Congratulations!  This article covers the types of documents you want to bring when meeting with your CPA and describes the types of services he or she can provide.

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Wed, 11 Jan 2017 15:31:55 EST
Are You Ready for Tax Season? http://www.360financialliteracy.org/Topics/Taxes/Are-You-Ready-for-Tax-Season http://www.360financialliteracy.org/Topics/Taxes/Are-You-Ready-for-Tax-Season The IRS will start accepting returns on January 23, 2017, which will officially launch tax season.  This article offers a few reminders  for taxpayers to help ensure a smooth process for  your returns and help avert a delayed refund.

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Thu, 15 Dec 2016 16:14:52 EST
Beware: The IRS is Paying More Attention to Fundraising (even the small stuff) http://www.360financialliteracy.org/Topics/Taxes/Credits-Deductions/Beware-The-IRS-is-Paying-More-Attention-to-Fundraising-even-the-small-stuff http://www.360financialliteracy.org/Topics/Taxes/Credits-Deductions/Beware-The-IRS-is-Paying-More-Attention-to-Fundraising-even-the-small-stuff Something as harmless sounding as a raffle or charity game night could, in fact, create legal or tax problems.  Learn the facts behind some common misunderstandings about booster clubs and other fundraisers.  

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Thu, 26 May 2016 17:09:38 EDT