by Brandon Dante | Feb 1, 2024 | Tax Tips
Helping you sort it all out! Some things to look for when gathering your documents and what they mean. To ensure individuals properly report all their income, the IRS has an ever-expanding series of information-reporting forms used to advise you and the IRS of your...
by Brandon Dante | Dec 31, 2023 | Business Tips
Complementary Strengths in Teamwork & Collaboration Aligning yourself with people whose strengths offset for your weaknesses is a great way to improve your overall effectiveness and productivity. It is important to recognize your own weaknesses and understand how...
by Brandon Dante | Sep 3, 2023 | Tax Tips
https://booksinbalance.com/wp-content/uploads/2023/09/mistakes-on-your-tax-returns.mp4 Mistakes on your taxes are a lot more common than you probably realize. Here is how to resolve the problem in a timely manner. A previously filed tax return can be fixed or amended...
by Brandon Dante | Apr 19, 2023 | Tax Tips
While some of you may still have not heard of this part of the tax bill, we continue to help our clients navigate their way through it. The 2022-2023 Appropriations Bill (also known as the Omnibus) was released, and it includes a major overhaul called Secure 2.0. This...
by Brandon Dante | Mar 6, 2023 | Tax Tips
The Secure Act 2.0 is a new piece of legislation that builds upon the original Secure Act of 2019. The changes make it easier for individuals to save for retirement, as well as providing incentives for employers to offer retirement plans. It increases the amount of...
