New Business Directions’ Post

Today's the day! April 15 marks the deadline for filing your taxes 📆 Make sure your returns are submitted on time to avoid penalties and interest charges. If you're feeling overwhelmed or need assistance with your taxes, remember that Merit Financial Advisors is here to help. If there is anything we can do to assist you and your accounting team, contact our team and we will connect you with the appropriate financial advisor ➡️ https://ow.ly/LqXT50Rg9B7 #TaxDay #April15 #FileOnTime #FinancialGuidance

As a tax professional, you know how important it is to retain clients. But are you leveraging your tax resolution services to build recurring income? Learn how to transform one-time cases into long-term revenue by offering additional services like IRS Transcript Monitoring. Click the link in bio and type 'secrets' for my free guide!

Amended Tax Return Filing -If you discover an error after filing your return, you may need to amend your return. The IRS may correct mathematical, clerical errors on a return and may accept returns without certain required forms or schedules. In these instances , there’s no need to amend your return. However, you should file an amended return if there is a change in your filing status, income, deductions, credits or tax liability. #pacpapllc #taxhelp #taxreturns #amendedtaxreturn

📆 Stay on top of your finances with our interactive tax calendar! It highlights federal and state tax due dates, special firm events, and other important dates. Check back often for updates on filing deadlines to avoid penalties and keep your cash flow smooth. 🗓️: https://bit.ly/3PbPNjZ

Lol but for real, who can relate!? 🙋♀️ Even though taxes are not my specialty, tax season itself is rough on bookkeepers! We work hand in hand with tax preparers to make sure all of your financial reports are clean and ready for the tax man. 🥸 👉 So when it comes time to call it - you bet we are celebrating right alongside all the accountants and EAs! #TaxSeasonStruggles #BookkeeperLife #TaxPreparation #FinancialReports #TaxManCometh #CollaborationIsKey #CelebratingTheEnd #AccountingCommunity #TaxTimeRelief

Don’t miss out on these 5 must-do year-end tax strategies: 1️⃣ Reconcile your trust accounts to ensure compliance and avoid penalties. 2️⃣ Review expenses and find missed deductions to reduce your taxable income. 3️⃣ Delay client billing until January (cash-basis taxpayers) to defer income. 4️⃣ Prepay expenses for 2025, like rent or insurance, to claim deductions now. 5️⃣ Analyze your profit and loss statements to identify actionable opportunities. 📊 Let’s craft a personalized plan to help you save more this tax season. 👉 Book Your Complimentary Tax Strategy Session with me today! 👉https://lnkd.in/gWC5YXDH #EsquireAccounting #TaxTip #BusinessStrategy #YearEndTaxPlanning #TaxPlanning

🚨 IKYMI – Our newest Client Deliverable Report has arrived! Use the "Issues To Consider With The Income From My Taxable Non-Qualified Accounts" checklist to properly address your clients' tax planning needs. Then use the new Taxable Non-Qualified Accounts Income Report to easily create a white labeled summary of all the important numbers for the client. Learn more here 👉 https://buff.ly/3W22m4R

Get ahead this tax season! Learn how your business can save time and money with these must-know tips! Curious about Lynch's #AccountingSolutions? Dive in to explore more and check out our must-read blog! Don’t miss out – Click here! https://buff.ly/3pGS5NR #TaxTips2024 #CanadianBusiness #SmallBusinessCanada #TaxPlanning #BusinessGrowth #AccountingAdvice #LynchsAccountingSolutions

Ever feel like waiting for your tax refund takes an eternity? ⏳ If you e-filed, hold tight for roughly 3 weeks. Mailed it? You’re looking at 6-8 weeks. 📬 No sign of it yet? Keep tabs by checking your status daily on the IRS website! 🖥️💰: Google: “IRS Where’s My Refund” Got any tricks for keeping cool during the wait? Share them below! ⬇️ #Wowtaxservice #TaxRefund #TaxSeason #MoneyMatters #FinancialTips #IRS #TaxReturn #FinancialWellness #Budgeting #PersonalFinance #WealthManagement #TaxTime #FinancialPlanning #RefundStatus #TaxHelp #MoneyManagement #FinancialAdvice #IRSRefund #TaxFiling #FinanceTips #TaxPreparation

Discover your potential tax relief options using our Claims Calculator! Curious about your eligibility for tax relief? Find out with just one click! Our Claims Calculator promptly assesses potential claims. Simply visit our website, provide your details, and allow our sophisticated algorithm to analyse your data, providing valuable insights into potential tax relief opportunities. It's fast, straightforward, and completely free! Access the calculator here: https://buff.ly/3ImGb1t #TaxRelief #ClaimsCalculator #FinancialEmpowerment #MaximiseSavings #CapitalAllowances