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Annual Newsletter for 2012 New * 2011 Individual Income Tax Organizer Defining Financial Terms
 

Annual Newsletter for 2012

Dear Friends and Valued Clients: Congratulations to the St. Louis Cardinals on their World Series victory! At this writing Bay area residents are nervously watching the 49ers who are playoff (and Super Bowl?) bound. Sadly we lost Steve Jobs , Harry Morgan from Mash, Smokin’ Joe Frazier, Andy Rooney, Al Davis of the Raiders, Amy [...]

New * 2011 Individual Income Tax Organizer

Are you ready!?! Tax season is almost here, so please take this time to download our new 2011 Individual Tax Organizer to help better prepare you for tax filing. You can click on the image or link below to view, download and input your information. (To print or save, right click on the open pdf [...]

Defining Financial Terms

(This article was acquired from the San Mateo County Times) Seasoned and beginning investors alike can be confused by financial jargon. Hone your financial literacy with this mini-glossary. Operating cash flow: This is money generated from the company’s business operations. Companies can also make money by selling off parts of themselves or via investments they [...]

Making Business Personal… ForU.

05 January 2013

(*If you are reading this post in your email, you may want to visit this post on our website to view the video.)   “Some of you have seen and/or have shown interest in learning more about ForU, a company that custom creates personalized products based on your unique DNA. Both their nutritional and skin [...]

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Posted in DNA Discovery0 Comments

2012 Tax Organizer

04 January 2013

Your 2012 Tax Organizer is available! Please click the link or image below to download. 2012-tax-organizer                                 You can also find this document along with other useful forms under the menu tab labeled ” PDF Forms | Documents | Checklists. [...]

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Posted in Resources, Useful Forms0 Comments

Fiscal Cliff Legislation…. What it means to you!

03 January 2013

The following represents a synopsis of the provisions included in this historic tax change bill. Tax rates in 2013 will top out at 39.6% (up from 35%) for individuals making more than $400,000 a year, $425,000 for Head of Household and $450,000 for married filing joint. The 2% “haircut” for employee social security is gone [...]

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Posted in Important Updates, Tax Alerts & Updates0 Comments

Annual Newsletter for 2013

01 January 2013

January 2013 Dear Friends and Valued Clients: I truly do not know where to begin!! Just yesterday, the President signed the NEW Tax bill which has provisions retroactively affecting 2012!!!I am at a loss!! Anyway, congratulations to the San Francisco Giants on their World Series victory! I was all set for a Yankee/Giants Series but [...]

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Posted in Letter From Sal0 Comments

BE CAREFUL WHAT YOU PUT ON A CREDIT APPLICATION!!!!

11 December 2012

A woman who ran a cash-intensive massage therapy business at home failed to file tax returns and did not cooperate with the Internal Revenue Service during an audit. IRS reconstructed her income relying on the income she listed on a credit application she filed with a bank.   The Tax Court sided with the IRS.

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Posted in Announcements0 Comments

WHAT DOES IT ALL MEAN….FOR NOW!!!

11 July 2012

As many of you are aware, the Supreme Court has ruled that the Affordable Health Care Act is constitutional. Due to this ruling, there will many tax hikes beginning in 2013 that you need to be aware of. The Supreme Court has decided that the law requiring people without health coverage to buy insurance or [...]

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Posted in Current News0 Comments

The IRS Issues a Consumer Alert: New Email Scam

03 July 2012

Taxpayers should be on the lookout for a new, email-based phishing scam now circulating that targets Department of Defense military members, retirees, and civilian employees. The email appears to come from Defense Finance and Accounting Services and displays a .mil email address. The email states that those receiving disability compensation from the Department of Veterans [...]

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Posted in Announcements, Important Updates0 Comments

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