At AA Tax & Financial Service, an established resource for reliable tax preparation, we provide the financial services you are looking for
[01/31/17] Whether you want to save for retirement or for a variety of important "life events," a financial advisor can examine your budget and finances and make recommendations to meet your financial goals.
[01/26/17] The 401K retirement savings plan was introduced in the 1980s and got its name from a specific section of the IRS Code. About 60 percent of all households have 401K accounts.
[01/24/17] Using software or online services may be fine for the 1040EZ or 1040A, but once you begin taking deductions beyond the standard ones, being able to work directly with an experienced tax accountant ensures you do not miss any allowable deductions.
[01/19/17] Did you know that a number of celebrities were first trained as accountants? The list includes comedian Bob Newhart, Ultimate Fighting legend Chuck "The Iceman" Liddel, WWE wrestler D-Lo Brown and musician Kenny G.
[01/17/17] If you have college age children, it's recommended that you file your taxes as soon as possible, as you will need to have your tax information early to get the maximum amount of financial aid. In fact, your tax information from the IRS is sent directly to the FAFSA.
[01/12/17] The sooner you lay out a financial plan establishing the financial objectives in your life the better. That’s because the longer you have to save money for goals such as retirement, weddings, and college, for example, the easier it will be to reach those goals.
[01/10/17] Did you receive a K-1 this year? These are given to partners in S-corps, and need to be handled correctly on your taxes. Fortunately, a tax accountant can help you make sure that any K-1s you receive and any income from s-corps is handled correctly.
[01/05/17] Did you know that people enlist the help of a financial advisor for several reasons? These include determining which investments are most likely to prove profitable and taking steps to prepare for retirement properly.
[01/03/17] Retirement planning with a professional is a great way to get planning for your financial future. You can get advice on reviewing and understanding your current retirement assets, as well as projecting your retirement and pension income.
[12/29/16] If you anticipate a big capital tax gain, then hiring a tax accountant is important. They can help you to plan so that the gain is taxed at long term rates while otherwise helping you to find strategic ways to minimize your taxes.
[12/27/16] A study by the Brookings Institution concluded that money spent on college is a smart investment. The study concluded the average four-year degree returns an investment of 15.2 percent a year, compared to the 50-year stock market average of 7 percent.
[12/22/16] There are a variety of ways you can set aside money for your children that are either tax-deferred or tax-free, but they can be incredibly confusing. A tax accountant can go over your goals and options with you to find the best choice.
[12/20/16] When you meet with your tax accountant, it’s important to bring written documents for additional income not reported on a W-2 or 1099 form. This includes documentation of other self-employment income, rental income, or alimony.
[12/15/16] When you have a complicated tax situation, you may discover that most tax software programs aren’t able to give you solid answers about what deductions you qualify for. Since the IRS will ultimately hold you responsible for inaccuracies, it’s usually best to work with a person over a program.
[12/13/16] Before you give your tax documents to your accountant, be sure to review each transaction on your 1099s carefully. Check to make sure that the proceeds reported on the document accurately match your records.
[12/08/16] Did you know that the main goal of a financial advisor is to help you maintain your desired balance of investment income and help you allocate your assets properly to manage any potential risks?
[12/06/16] Whether you get a refund or usually owe additional money, it’s a good idea to use a tax accountant to complete your taxes. In many cases, the money we help you save (or increase your return by) can more than make up for the preparation fee. Remember, your preparation fee is also a deduction you can include on your taxes next year.
[12/01/16] Did you know that many Americans don't know how much debt they've incurred? If you want to stay on top of your family's finances, remember to pay attention to the household budget.
[11/29/16] Due to the power of compounding, putting a small amount of money into an individual retirement account at a young age can be just as effective as putting a lot of money into an IRA when you’re closer to retirement.
[11/24/16] One of the main advantages of hiring a tax consultant is that he or she is extremely familiar with tax laws - what they mean, when they went into effect, and how to follow them correctly. This expertise can help you minimize the amount of taxes you pay and maximize your return.
[11/22/16] While people typically use the terms "financial advisor" and "financial planner" interchangeably, they are actually different. A financial advisor deals specifically with investing, whereas a financial planner helps you create a road map for your financial future.
[11/17/16] One of the biggest benefits of using a tax accountant is the amount of time you end up saving. All you need to do is to collect and compile all of the necessary documents, and your tax accountant will take care of the rest for you, including the filing.
[11/15/16] Before meeting with a tax preparer, gather all the paperwork you think they might possibly need to see: receipts, bank statements, W-2s, 1099s, statements from investments and stock trading accounts, etc. It's better to bring too much documentation than not enough.
[11/10/16] Do you have an older vehicle that is probably on its last legs? If so, a financial planner can see if your auto insurance is sufficient. In many cases, collision and comprehensive insurance is not necessary. Many people don’t know they can save up to 30 percent by dropping that coverage.
[11/08/16] If you or a member of your family was ill, some or all of the medical expenses may be eligible for deductions. Just how much you can deduct, though, depends on several factors, and an experienced tax accountant can help you understand what you are allowed to deduct.
[11/03/16] Relying on the expertise of a financial advisor can help stretch your finances. The median income in the U.S. in 1988, according to the IRS, was $33,000. Twenty years later and adjusted for inflation, the median income fell by $400.
[11/01/16] If you own a business, are self-employed, and/or have active rental properties, then hiring a tax accountant is going to be a smart move. Your accountant can identify opportunities to minimize taxes by depreciating assets and logging expenses.
[10/27/16] Albert Einstein once said that the greatest miracle known to man is "compound interest." However, he also said, "the hardest thing in the world to understand is the income tax."
[10/25/16] I can’t afford to save any money for financial goals right now; it’s difficult enough to pay my bills each month. Actually, now is the best time to meet with a planner. Do you know where all of your money goes each month? A planner can search for and find areas of savings you may not have realized existed.
[10/20/16] If you have a 401K plan through your employer, a financial advisor may be able to help you earn more money from the retirement savings account through individual fund choices or other advice.
[10/18/16] If you plan to make a large gift, then hiring a tax attorney is a smart move. They will be able to identify the different possibilities you have available to you in order to ensure the optimal tax advantages for this type of transaction.
[10/13/16] Every year new credits and deductions are approved or phased out and no longer available to taxpayers. Part of an accountant’s job is keeping track of the latest changes in tax laws so that clients file for only those credits and deductions they qualify for and that are still on the books.
[10/11/16] Overpaying taxes is so common the IRS has estimated Americans overpaid by more than $1 billion in 2013. Much of that involves returns prepared by the taxpayer. An accountant will check for any and all errors and make sure any tax bill is as low as possible and any tax refund is maximized.
[10/06/16] When determining what type of financial advisor you need, two things to keep in mind are how an advisor is compensated and what type of professional designation he or she specializes in.
[10/04/16] Are you the kind of person who thinks about taxes and instantly feels a little faint? You're not alone, and having a tax accountant do your taxes turns tax season from one of dread to just another item on the to-do list.
[09/29/16] Are you taking care of all the benefits offered by your employer? That's just one of the things a financial planner can determine after taking a detailed look at your financial picture. If an employer offers to match contributions to a 401K account, it's important to find a way to take advantage of what is basically free money.
[09/27/16] Will your seasonal tax preparer be available when you need him or her? Many of them rent an office for just a few months and then disappear, leaving you without assistance if you need to make amendments, have questions, or your return is audited.
[09/22/16] Before you go to meet with your tax accountant, it’s recommended that you have a good idea of what you want for your financial future. It’s a good idea to tell your tax accountant ahead of time if you are starting a new business, selling property, or withdrawing money from a retirement account so that he or she can help you to plan accordingly.
[09/20/16] We realize that understanding tax law and the various forms won’t always mean you have the time available to complete your own return. If you need someone to take over the burden of preparing your return by the deadline, we’re here for you.
[09/15/16] Creating a financial plan is an important step in mapping out your financial future. When you have a financial plan in place, it is easier to make financial decisions and to stay on track to meet your short term and long term goals.
[09/13/16] Having a financial plan in place can set you on the road to achieving your short and long term goals. It will provide you with the guidance and knowledge you need to make smart and responsible financial decisions down the road.
[09/08/16] Individual stocks refer to when you purchase stock or shares in a company. There are two different types of stocks: common and preferred. Common stock gives you the right to vote at shareholder meetings and receive dividends, whereas preferred stock just pays dividends.
[09/06/16] A financial planner can explain the importance of a regular investing plan. According to a 2012 survey by the Consumer Federation of American, 55 percent of Americans say they are worried they will lose money if they invest it.
[09/01/16] Are you in a complicated financial situation? Whether you have recently retired, divorced, opened or closed your own business, or had your financial situation affected significantly, the best thing to do is to get professional help to make sure your taxes are properly completed.
[08/30/16] According to the IRS, not filing a tax return is the biggest mistake made yearly by taxpayers. An accountant can explain the benefit of filing even if you have no money to pay the government. There is a form to request an installment payment plan and another form to ask for a filing extension.
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We are the region's only Financial Consulting and CPA firm specializing in the Healthcare industry.
We have been operating in Denver Metro Area since 2005. We specialize in Individual, Small business income taxes, accounting, bookkeeping & payrolls.
Fast Tax Service Open by appointment until January 2019
DTG- Denver Tax Group
Professional Accounting & Tax Services Firm
Blue Bear Tax Solutions Services: Tax return preparation (current and past) Audit representation (Defense) Tax resolution Tax planning Tax Consultation
Full Service CPA firm in Denver, CO
Income Tax Preparation, Small Business Accounting, Notary Services, Translations, New Business Registration.