Sentences with phrase «certified tax professional»

Talk to your Certified Tax Professional about whether your home office meets the qualifications and your best option for deducting (standard or regular).

We always suggest you meet with a Certified Tax Professional before filing your taxes to make sure you are deducting these items properly in accordance with IRS regulations and to ensure you get the highest tax return possible on your home.

Of course, any changes to tax code merits checking with a certified tax professional about your individual situation.

A certified tax professional may be able to help you identify opportunities for limiting your marriage penalty.

Then a Certified tax professional double checks your work.

So when trying to adapt this strategies to your situation, be sure to use the help of a certified tax professional.

Not exact matches

Our CERTIFIED FINANCIAL PLANNER ™ practitioner and experienced, caring professionals work with you through your life changing concerns with expertise in retirement planning, investment management, insurance planning, tax planning, and estate planning.

Massachusetts, USA About Blog As a CERTIFIED FINANCIAL PLANNER ™ Professional, Steve has been providing financial, tax, retirement and college funding advice for more than 20 years to individuals, families and business owners.

Her professional designations include ICD.D, Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Tax and Estate Practitioner (TEP).

Fee - Only CFP Independent Financial Advisor in Central Illinois Blankenship Financial Planning is a Fee - Only retirement planning, education planning, and income tax prep firm with a certified financial planner professional and enrolled agent in New Berlin, IL.

Jason Heath is a fee - only Certified Financial Planner (CFP) and income tax professional for Objective Financial Partners Inc. in Toronto, Ontario.

She is a CERTIFIED FINANCIAL PLANNER ™ professional and holds an Enrolled Agent tax designation.

Massachusetts, USA About Blog As a CERTIFIED FINANCIAL PLANNER ™ Professional, Steve has been providing financial, tax, retirement and college funding advice for more than 20 years to individuals, families and business owners.

If a member has a terminal medical condition and two medical professionals certify that the condition is likely to result in the member's death in the next 24 months, the balance of their super account may be paid as a tax - free lump sum benefit.

Jason Heath is an advice - only / fee - only Certified Financial Planner (CFP) and income tax professional at Objective Financial Partners Inc. in Toronto.

«Sometimes I encourage people to bank capital losses, even if they have capital gains, because they're going to be in a higher tax bracket in the future,» says Jason Heath, a fee - only certified financial planner and income tax professional at Objective Financial Partners in Toronto.

Along with being enrolled to represent taxpayers before the IRS, our tax professionals are CERTIFIED FINANCIAL PLANNER

Massachusetts, USA About Blog As a CERTIFIED FINANCIAL PLANNER ™ Professional, Steve has been providing financial, tax, retirement and college funding advice for more than 20 years to individuals, families and business owners.

This is an online software for tax resolution professionals, mainly Tax Attorneys, Enrolled Agents and Certified Public Accountantax resolution professionals, mainly Tax Attorneys, Enrolled Agents and Certified Public AccountanTax Attorneys, Enrolled Agents and Certified Public Accountants.

If you feel like you're in the weeds and have questions pertaining to your specific situation, you can hire any of these three professionals: tax attorney, certified public accountant (CPA), or enrolled agent — each of whom have their own areas of expertise in tax matters.

He also lectures at seminars sponsored by a variety of professional organizations, including the Fiduciary Law Section of the State Bar of Georgia, the Georgia Society of Certified Public Accountants, the Kentucky Tax Institute and the Southern California Estate Planning Institute.

Or you could seek out tax professionals who are officially certified or accredited.

The tax professionals at Happy Tax customer are licensed Certified Public Accountants, not just bookkeepers or unlicensed tax preparetax professionals at Happy Tax customer are licensed Certified Public Accountants, not just bookkeepers or unlicensed tax prepareTax customer are licensed Certified Public Accountants, not just bookkeepers or unlicensed tax preparetax preparers.

Happy Tax Certified Professional Accountants review every customer's tax return, and they can provide you with the advice and assistance you need to take advantage of every tax break you cTax Certified Professional Accountants review every customer's tax return, and they can provide you with the advice and assistance you need to take advantage of every tax break you ctax return, and they can provide you with the advice and assistance you need to take advantage of every tax break you ctax break you can.

The tax professionals at Happy Tax are licensed Certified Public Accountants, not just bookkeepers or unlicensed tax preparetax professionals at Happy Tax are licensed Certified Public Accountants, not just bookkeepers or unlicensed tax prepareTax are licensed Certified Public Accountants, not just bookkeepers or unlicensed tax preparetax preparers.

Massachusetts, USA About Blog As a CERTIFIED FINANCIAL PLANNER ™ Professional, Steve has been providing financial, tax, retirement and college funding advice for more than 20 years to individuals, families and business owners.

Tags for this Online Resume: Certified Software Manager, Tax Professional, Senior Administrative Professional, Personnel Management, Training, Inventory Control, Technical Support

A Certified Divorce Lending Professional brings the financial knowledge and expertise of a solid understanding of the connection between Divorce and Family Law, IRS Tax Rules and mortgage financing strategies as they all relate to real estate and divorce.

Massachusetts, USA About Blog As a CERTIFIED FINANCIAL PLANNER ™ Professional, Steve has been providing financial, tax, retirement and college funding advice for more than 20 years to individuals, families and business owners.

Renters Warehouse recommends working with a licensed tax professional and certified financial advisor to help you analyze the financial implications of real estate investment.

The benefit of working with a Certified Reverse Mortgage Professional, a designation we are proud to have earned, is that we subscribe to a strict code of conduct and we are trained to help find financial solutions when retirees need more income, reserves, or help mitigating a capital gains tax liability.