Blog

Month: October 2016

Tax Planning & Mutual Funds

In an effort to make your tax bill less scary than usual, this October we are focusing our blogs on tax planning. This blog specifically focuses on mutual fund tax planning. But aren’t my mutual funds investments that I shouldn’t worry about or touch?? (We can actually hear you thinking that.) The quick answer is: […]

4 Great Reasons to Take Payroll as an S-Corp Owner

As you probably know, October is tax planning month for us at Team Holly. We’ve already posted some blogs about what kinds of financial decisions might warrant a call to your CPA (so you can assess the tax impacts of your choices), and some investment tax planning strategies. So what do S-Corp payroll and tax […]

3 Times You Really Need to Call Your CPA

Every year during tax season, we have a handful of clients who get a really unpleasant surprise from Uncle Sam – a tax bill. Sometimes the surprise is moderate – maybe a few hundred bucks owed rather than a refund. Other times it’s downright painful. One client this past season had a surprise tax bill […]