A Tax Haven Experience You Can Trust Since 1988

Tag Archives: Financial

IRS Has Announced Dates for Accepting 2017 Tax Returns

The IRS has announced it will begin accepting tax returns on Monday, January 292018. The PATH act of 2015 is still in place which means returns with refunds from the Earned Income Credit & the Additional Child Tax Credit will not be released until mid-February or later. Changes for recently passed legislation, the Tax Cuts and Jobs Act, will actually take effect with the 2018 returns which are filed in 2019, however, new withholding tables for 2018 are supposed to reflect these upcoming changes without most taxpayers needing to adjust their W-4s per the IRS .

Every tax season brings new misinformation amidst tax law changes. The best place to receive accurate information is with a Tax Professional, rather than your neighbor, co-worker, friend, or family member. Heather Worrell, Enrolled Agent and owner of A Tax Haven, has been an active tax professional in the tax industry since 1988. She is also an Endorsed Local Tax Provider (ELP) for financial expert, Dave Ramsey, and has studied and still uses many of his financial principles. She invites you to visit her webpage, www.ataxhaven.com, for posts concerning financial and tax issues.

A Tax Haven is now providing Advance Loans of up to $2500 for those who qualify and choose that option. We strive to keep our fees reasonable. To someone who normally goes to the “tax chains”, we invite them to make an appointment and experience the pleasant difference in services and fees that we provide. A Tax Haven reminds taxpayers that computer software is only as knowledgeable as the one who inputs the information, and we have had to correct many costly mistakes when taxpayers have chosen to file their own returns online. Our goal is to assist our clients in receiving every deduction they are eligible for, to educate them on proper tax record keeping, and to help them keep as much of their hard-earned money in their own pockets as possible.

A Tax Haven offers year-round services for individuals and businesses, bookkeeping, payroll, new business setup, W-2 and 1099 preparation, audit representation, multi-states, prior tax years, and assistance with tax problems. A Tax Haven is located at 929 Airport Road, Suite 202, by the Lock-N-Stor. Regular hours are 9 a.m. to 6 p. m. Monday through Friday, and drop offs and walk ins are welcome. Later hours and Saturday appointments are also available. Rather than spending countless hours trying to figure out the latest rules and forms, call 262-1040, and make an appointment today.

Dave Ramsey’s Seven Baby Steps

Dave Ramsey’s 7 Baby Steps:

 

Step 1: $1,000 starter emergency fund.

 

Step 2: Pay off all debts smallest to largest with the debt snowball. (Excludes Home)

 

Step 3: Fully fund your emergency fund to cover three to six months of expenses.

 

Step 4: Invest 15% of pretax income into retirement savings & Roth IRAs.

 

Step 5: College Funding

 

Step 6: Pay off your home!

 

Step 7: Build wealth and give!

 

*Remember: “A journey of a thousand miles begins with a single step.”

Lao-tzu, Chinese philosopher (604 BC – 531 BC)