CPA Tax Musings: Convert Your Clients: Move Their Records Out of the Shoebox

If you are sick and tired of clients bringing in the “shoebox” for you to do bookkeeping or taxes, there are now other ways to consolidate their information.  See this idea by John Stokdyk in AccountingWeb: http://www.accountingweb.com/article/convert-your-clients-move-their-records-out-shoebox/224418?utm_campaign=Daily+Clips&utm_source=hs_email&utm_medium=email&utm_content=16210093&_hsenc=p2ANqtz–MpxO3Pn754z8RO7s5qOYJ_V_Avkro6OKWBslqcgo3y6kHZBbFPfrZxvDtlXl_voVHaAjsm9k2h9VYwbY-h5eI00mQpg&_hsmi=16210093 In addition to the suggestions here, I have heard that MINT.com is another good way to consolidate tax items (it is a little easier than Quicken, but either will suffice to get checkbook items in order.)   For financial,  accounting and tax musings, You can count on us to count for you! Email: bstonercpa@sbcglobal.net  Phone: 818-317-6035   Website: www.briantstonercpa.com   Android and the IPhone: Has been Featured On https://twitter.com/bstonercpa      

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Musings of a Burbank CPA: Social Security Benefits and Your Taxes

If you are retired and have social security, you may still have to pay some taxes on these benefits.  See this IRS tip, which includes the limitation amounts to help determine quickly if you may have to pay taxes on benefits: http://content.govdelivery.com/accounts/USIRS/bulletins/f368d0?reqfrom=share There may be other factors, like if you itemize or have additional income, that will change the factors that determine social security taxability.  If you have your return professionally done, it is best to talk to your preparer – they can quickly determine if you owe taxes on the benefits.     For financial,  accounting and tax musings, You can count on us to count for you! Email: bstonercpa@sbcglobal.net  Phone: 818-317-6035   Website: www.briantstonercpa.com   Android and the IPhone: Has been Featured On https://twitter.com/bstonercpa      

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Burbank CPA Musings: Five Good Reasons Why You Should Choose Direct Deposit

I don’t know if you have heard this before, but it really is better to choose Direct Deposit for your refunds when you e-file your tax returns.  See this tip from the Service about the advantages: http://content.govdelivery.com/accounts/USIRS/bulletins/f1c801?reqfrom=share Since it is fast, convenient, secure, easy and gives you options on depositing portions to various bank accounts. Now that security is so important, do you really want to trust the post office to mail you your tax refunds instead of the Direct Deposit?  You have more security and you will get your money a week or two earlier than waiting for a check that you then have to take to the bank and deposit.     For financial,  accounting and tax musings, You can count on us to count for you! Email: bstonercpa@sbcglobal.net  Phone: 818-317-6035   Website: www.briantstonercpa.com   Android and the IPhone: Has been Featured On https://twitter.com/bstonercpa      

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