Sentences with phrase «tax professionals recommend»

Tax professionals recommend that we keep at least 3 years worth of past tax documents in our files... just in case.

Not exact matches

However, I would definitely recommend a solo 401k for anyone who's an independent real estate agent, accountant, lawyer, tax professional or in any business only with their spouse and / or children as employees.

We recommend that you consult a tax professional before diving in.

The Child and Dependent Care Credit has specific restrictions, so it's recommended that you seek the advice of a tax professional before claiming this credit on your income tax return.

Recommend re-verifying this post via the appropriate IRS publication or a tax professional before actually doing it.

And because cryptocurrencies are a relatively new phenomenon, it is recommended you consult a tax professional about how best to treat crypto gains or losses for your specific tax situation.

It's recommended that you consult a tax professional before making this decision.

We recommend that you seek advice from a tax professional if you have concerns in this regard.

If this is your first time filing taxes while living abroad, I recommend working with a professional tax preparer who specializes in expat accounting.

We recommend that clients seek independent advice from a professional advisor on tax - related matters.

For specific tax advice, we recommend you seek advice from a qualified tax professional.

They must have been recommended by a medical professional are deductible from your taxes.

It is possible to gift the money to the beneficiary and have them open an ESA for themselves, but we recommend consulting a tax professional before considering such an action.

Depending on your location, we may be able to recommend tax professionals or attorneys to assist you.

I recommend you do as I do and consult a licensed tax professional who is experienced in the area of foreign tax credits before actually filing your taxes.

Speaking with an accountant or tax professional is recommended to avoid any financial missteps by paying taxes or penalties unnecessarily.

Whenever I am dealing with a short sale and there are tax questions, I always recommend speaking to a qualified tax professional or attorney who is well versed in these matters.

We recommend that you consult a tax professional before acting on any of the advice or recommendations seen on our website.

If you are unsure of whether or not you qualify for a tax credit, it's recommended that you check with a tax professional before claiming the credit on your income tax return.

For specific tax advice, ProShares recommends that investors seek advice from a qualified professional.

We recommend that you obtain professional advice before investing in The Fund (from an appropriately licensed financial adviser and / or tax adviser).

I'd recommend speaking with a tax professional to figure out what you'll need to claim in your situation.

* ~ Before you decide to sell your house as a short sale we recommend you contact BOTH a CPA / tax professional & an experienced Attorney to discuss YOUR specific situation.

She recommends then taking these two estimates to your tax professional to learn if points are tax - deductible for you and how each option would affect your overall tax situation.

With the options above it is highly recommended work with a tax professional such as a CPA, tax attorney or enrolled agent because things can get complex.

For specific tax advice, we recommend you speak with a qualified tax professional.

If that is the case, then you will probably need to have the additional $ 4,000 withheld, and I would recommend using some of the rest to hire a tax professional for questions like this.

We highly recommend a quick call to your accountant or tax professional for further discussion.

We recommend that you work with a tax professional to determine what combination will help you meet your retirement goals.

We also recommend that you seek legal or tax advice from a qualified professional.

Before making financial or investment decisions, we recommend that you contact a tax or legal professional.

PSECU recommends that you seek the advice of a qualified financial, tax, legal or other professional if you have questions.

However, we recommend that you consult a tax professional for advice, as various income levels can affect how student loan interest is able to be deducted.

We recommend you consult a tax professional for tax advice.

We recommend that clients seek independent advice from a professional adviser on tax - related matters.

The Child and Dependent Care Credit has specific restrictions, so it's recommended that you seek the advice of a tax professional before claiming this credit on your income tax return.

Each of these gifts will allow you to enjoy specific tax advantages as well, so we always recommend that you discuss your personal financial plan with a professional.

CARADONNA RECOMMENDS includes 7 nights Ocean View Suite accommodations, breakfast, lunch and dinner daily, snacks, and beverages including premium alcohol, daily entertainment, free WiFi, CHI professional blow dryer and flat iron, $ 1500 resort credit to be used on select activities, tours, spa and romantic dinners per specified amount (16 % tax to be paid in cash on island will apply for using resort credit), roundtrip airport transfers, hotel tax and service charges.

We are not tax professionals and recommend consulting one for any specific questions regarding your tax filings.

I am a long time professional bookkeeper. From time to time my clients need a Canadian tax or business lawyer for will or tax planning or have problems with CRA and have to file a Notice of Objection or Appeal to Tax Court, or have unfiled income tax returns and have to submit a Voluntary Disclosure. I have been working exclusively with David Rotfleisch's tax law firm for over 5 years. He and his staff are knowledgeable in tax and corporate matters, responsive,  effective and provide cost effective tax solutions. I continue to refer clients to him and would recommend him to anyone who has need of his servictax or business lawyer for will or tax planning or have problems with CRA and have to file a Notice of Objection or Appeal to Tax Court, or have unfiled income tax returns and have to submit a Voluntary Disclosure. I have been working exclusively with David Rotfleisch's tax law firm for over 5 years. He and his staff are knowledgeable in tax and corporate matters, responsive,  effective and provide cost effective tax solutions. I continue to refer clients to him and would recommend him to anyone who has need of his servictax planning or have problems with CRA and have to file a Notice of Objection or Appeal to Tax Court, or have unfiled income tax returns and have to submit a Voluntary Disclosure. I have been working exclusively with David Rotfleisch's tax law firm for over 5 years. He and his staff are knowledgeable in tax and corporate matters, responsive,  effective and provide cost effective tax solutions. I continue to refer clients to him and would recommend him to anyone who has need of his servicTax Court, or have unfiled income tax returns and have to submit a Voluntary Disclosure. I have been working exclusively with David Rotfleisch's tax law firm for over 5 years. He and his staff are knowledgeable in tax and corporate matters, responsive,  effective and provide cost effective tax solutions. I continue to refer clients to him and would recommend him to anyone who has need of his servictax returns and have to submit a Voluntary Disclosure. I have been working exclusively with David Rotfleisch's tax law firm for over 5 years. He and his staff are knowledgeable in tax and corporate matters, responsive,  effective and provide cost effective tax solutions. I continue to refer clients to him and would recommend him to anyone who has need of his servictax law firm for over 5 years. He and his staff are knowledgeable in tax and corporate matters, responsive,  effective and provide cost effective tax solutions. I continue to refer clients to him and would recommend him to anyone who has need of his servictax and corporate matters, responsive,  effective and provide cost effective tax solutions. I continue to refer clients to him and would recommend him to anyone who has need of his servictax solutions. I continue to refer clients to him and would recommend him to anyone who has need of his services.

Brendan is recommended as a leading junior in Administrative and Public law, Procurement law, Tax and Professional Negligence.

Consulting a tax professional may be helpful if the error is too intimidating for you to tackle, but remember that you'll need to pay for their services, so it's recommended to find one that charges an hourly rate and get an estimate of how long it'll take to resolve the error and refile.

We strongly recommend that you pay for a professional tax preparer or service when you're self - employed, because there are new forms and rules and the tax laws change frequently, and every person's tax situation is unique.

To learn more about these potential tax benefits we recommend reviewing your state's tax guidelines or consulting with your company's CPA or tax professional.

For specific questions we strongly recommend speaking with a tax professional.

As a result, the agency recommends every miner get advice from a tax professional before filing their returns this year.

And because cryptocurrencies are a relatively new phenomenon, it is recommended you consult a tax professional about how best to treat crypto gains or losses for your specific tax situation.

Of course, Simply Great Resumes recommends you consult a tax advisor / professional regarding your situation but the above two links give you a good idea of what the IRS considers «reasonable job searching expenses».

Professional Experience JPMorgan Chase (Chicago, IL) 2010 — Present Business Banker • Responsible for cross selling bank products and services to potential and existing customers • Partnered with Retail Lending, Investments, and Treasury staff for holistic client service • Routinely exceeded monthly sales goals increasing YTD branch business revenue by 20 % • Built profitable business relationships resulting in 38 % increase in new business deposits • Ranked in top 10 % in Chicago City market in overall sales production • Secured $ 4 million in business and $ 10 million in consumer loans YTD through 10/2010 • Analyzed business» financial statements and tax returns to recommend appropriate products • Developed sales presentations to secure new clients and deepen existing client relationships

Professional Experience CMG Worldwide Inc. (City, ST) 5/2008 — Present Finance Manager • Oversaw finances of intellectual property law firm generating $ 6 - $ 12 million in annual revenue • Hired, trained, supervised, and reviewed junior accounting associates and support staff • Authored and implemented corporate and departmental budgets • Analyzed expenses and recommended strategies to cut costs while increasing efficiency • Tracked and managed expenditures of approximately $ 100,000 per week • Verified accuracy of all expenses and revenues ensuring precise financial records • Prepared income statements, balance sheets, and monthly, quarterly, and yearly financial reports • Assisted senior leadership and outside personnel with the annual corporate audit • Operated and maintained the computerized accounting system and all hard files • Monitored and documented employee expense accounts, credit cards, and purchase orders • Managed general ledger and various credit, checking, stock, and other corporate accounts • Created monthly clientele reports detailing expenses and revenues from each account • Proficient in Microsoft Money, Quicken, QuickBooks, Tax Cut, Turbo Tax, and other software