Tag: Tax Planning


How To Know When Married Filing Separately Makes Sense

In a recent MarketWatch article spotlighting tax filing options for married couples, our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, shared valuable insights on the choices between filing jointly or separately. While the tax code generally favors joint returns, there are instances where spouses may benefit from filing apart. Marianela highlighted that income-driven student loan repayment plans […]

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Year-End Tax Planning Tips

As we begin our countdown to 2024, it is a great time to ensure your year-end tax plan is in place. Tax planning is a vital component of meeting your overall financial goals. Our team of professionals is here to assist with your financial and tax planning needs.  Below we summarize tips for you to […]

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It’s easy to mistakenly skip these forms when filing your tax return

Are you in the process of collecting your tax documents? Overlooking a form can cause unnecessary delays and some can even be criminal. Recently, our CEO Marianela Collado was quoted on CNBC providing readers with information about which forms are needed to file a complete return. “And you must be diligent with the Report of […]

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The Benefits of Filing Taxes Early

Just because you have extra time, does not mean you should take advantage of it. Beginning on February 12th, the IRS will start accepting tax returns for the 2020 tax year. Although many of us have April 15th imprinted in our minds as the deadline to file, filing your return early can provide important benefits. […]

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3 Timely Tips For Independent Contractors

Do you consider yourself a gig worker or independent contractor? If this is you or someone you know, you will want to check out this article on GoShare. The article is a roundup of tips from a number of CPAs and financial experts, including our own Marianela Collado.  In this article, Marianela encourages independent contractors […]

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Don’t Let the Fear of Looking Stupid Lead to Money Mistakes

Don’t know what to do with your money? Here’s how to brush off embarrassment and get help. Marianela Collado shares insights on how you can manage your money like a pro. You may not know a lot about personal finance, but you probably generally know what you want.  Maybe you want to pay down student […]

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To Knock Out Debt Faster, It’s Time To Reassess Your Payoff Plan

Ben Tobias shares insights on how you might maximize your tax plan for paying off debt: If you’re taking the standard deduction, “effectively, all that interest is no longer deductible.” Read the full article at CNBC.   Hyperlinks on this site point to sites beyond this page. We provide these links as a convenience only […]

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How to Tell If You Need a Human to Help Do Your Taxes

Marianela Collado shares tips with nerdwallet.com about how to tell if you need a human to do your taxes. She said: “If all of your income came from your employer, you’re not itemizing on your return and nothing complicated is going on in your life, tax software could be a good choice, says Marianela Collado, […]

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