Yancy CPA

Bank Update:

Bank of America is accepting applications

Chase is taking "pre-applications" and says they will contact you

Spirit of Texas asks that you call and speak with a rep

Frost also asks you to call your rep

Major Banks Not accepting applications yet:
Regions
Woodforest
Cadence
Amegy
Wells Fargo
BBVA
Capital One

There is a lot of misinformation out on the Economic Stimulus Program that was passed last week and signed by President Trump. Who gets a check and for how much? How much help is there for businesses?

There are some great items that most people are and businesses are going to be able to take advantage of from this new act.

If you have any concerns about your family or your business and would like help understanding how this economic relief will affect you, please feel free to contact me.

Yancy CPA is offering 100% virtual and online tax filings. Schedule a zoom consultation meeting with Yancy CPA today. We will help you get your taxes filed on time.

[email protected]

I am providing a complimentary retirement assessment. I'll look over your potential taxes in retirement based on current savings strategies and discuss ways to create diversification in your portfolio both form a market perspective and tax perspective.

TAXES ARE THE #1 erosion factor of retired people's wealth.

Contact me today for your complimentary assessment.

Yancy CPA updated their business hours.

The IRS is set to begin accepting tax returns on January 28th. Given the current Government Shutdown situation, things could get a little sluggish with processing tax refunds, especially if the shut down continues further into the tax filing season.

Schedule your free initial consultation today to meet with Yancy CPA. The consultation is free and you'll be given a comprehensive checklist and plan for filing your taxes. You don't have to have all your documents collected to have a consultation.

Yancy CPA has experience with all personal returns, sole proprietorship's, LLCs, S-Corps, and C-Corps.

Message us, email or call today.

817-301-4179
[email protected]

Yancy CPA is pleased to begin offering bookkeeping and consulting services for small business owners.

For $200 per month, you’ll receive 3 hours of onsite guidance from an experienced CPA. Yancy CPA will come to you, saving you time and helping to keep more money in your pocket.

Call or email soon to get enrolled in this exciting program for business owners.

817-301-4179

[email protected]

With 2019 just around the corner, it’s time to start thinking about filing your 2018 taxes. The new tax bill has more than 900 changes to tax codes that are new and can be confusing to many.

Yancy CPA is here to provide affordable, quality, and knowledgeable tax preparation and advice. By utilizing the experience and knowledge of a CPA you can file your taxes confident that it’s been done correctly.

Call or email us today to schedule your free initial consultation.

[email protected]

817-301-4179

A financial guru once told me that the best stock investors know how to make money in the market whether it's going up, down or sideways. Of course its also important to be able to "know" if the market is going up, down, or sideways. If you are just "guessing" the market, you most likely end up losing your investment.

In reality, most people have their money in a 401 (k), IRA or similar plan and the only way for those people to make money is when the market goes up. They do not have the ability to move their money into any other vehicle that can take advantage of market volatility. As a consequence their money never "earns" enough in the market due to market volatility. The market was great for most people last year as it returned a huge gain, however, 2018 has started out very volatile and the markets are down 4-5%. Never mind any fees you paid along the way.

If you are tired of trying to guess what the market is going to do and want your money to be protected from market volatility, so that you can actually get your money to earn something for you to retire on, please contact me.

As a CPA I want everyone to be able to retire with enough money and in the lowest (0% is possible) tax bracket.

The new tax laws are reducing the tax brackets and widening the income to each bracket. You should be talking to your CPA and financial advisor about how these changes should be making an impact on your saving for retirement habits. Here's a trick question: Should I pay taxes now in a low tax environment and use my after tax money to grow my retirement in a tax exempt strategy or should I max out my 401(k), my IRA or SEP and avoid paying taxes right when they are at historically low levels. While this should be a no brainer, I am seeing too many advisors and CPAs tell clients to continue to max out their contributions right now. This is why its important to work with someone that not only helps their clients in the current tax environment but also plans with you for the future tax environment.

So, the "market" experienced a bit of a correction today. What will happen tomorrow? No one knows for certain. The volatility of the markets can be a big positive or it can be a huge negative. If you'd like to find a safer place to invest for retirement that offers tax free distributions then you need to come talk to me.

This week, I learned a lot about my "WHY". It is the one thing that makes a person do what they do. As I was contemplating what my "WHY" is, I thought about some of the clients I had recently spoken with. Through my new partnership with The Fitzpatrick Group, I not only am impacting families through current year tax savings but I am helping create a legacy for each family that will allow them to be relieved of the stress of how to live up to and through their retirement years in financial security. My "WHY" has always been about having the greatest impact on as many people as possible by educating and providing the tools to be financially secure. If you or someone you know struggles with the ideas of their future financial security, please let me help you.

I am excited to announce my recent affiliation with The Fitzpatrick Group, LLC. By partnering with this amazing financial services firm I will be able to combine my tax and accounting services with an advisory process that stresses implementing tax exempt retirement platforms. I am truly excited about the new services that I will be able to offer my clients. Please contact me to learn more about how these services could help you.

Did you know that using a CPA to prepare your individual or small business tax return can in most circumstances be cheaper than using H&R Block or similar tax preparation service? There are numerous reasons for using a local CPA for your tax needs.

Yancy CPA is available for all your tax preparation needs. Rick Yancy has been a CPA for over 10 years and brings lots of experience to his work. Call or email Rick today to set up a free tax consultation. He can be emailed at [email protected] or you can call him at 817-301-4179.