Thanks to smartphones, you now have the ability to track your taxes whenever and wherever you want. While there are many app out there that let you access your tax information, there are still a few important things to keep in mind as you figure out which apps to use, and how to use them.…
Did you know the tax season is actually shorter this year? According to the IRS, the government shutdown in October came during the peak time for preparing the 2014 filing system. That’s why the IRS started processing returns January 31st (instead of the originally scheduled January 21st). Here’s the catch: the deadline for filing is…
Have you had to ask yourself how do I handle a job transition? Job transition is a time of change, challenge and opportunity. Addressing a few key points can make the process easier and, in turn, allow you to maximize the outcome. Even if you aren’t currently in the middle of a job transition, these points…
It is Month 2 of Julie’s Personal Powerful Financial Plan! I am starting to get a handle of what is what when it comes to our financial future. Our task was gathering our debt information. Unlike our assets, I am well aware of all the debt, especially with the monthly automatic payments. What I was…
Tax season is upon us, and with that comes a very important question: to use a licensed professional, or not to use professional? This earlier post by Tax Tacklers illustrates the differences between using a CPA and using a system like TurboTax. While TurboTax can be the right solution in some situations, there are many…
Courtney’s January Challenge Update: So it begins. My journey towards creating a personal powerful financial plan using Julie’s 12 Steps! Getting a better understanding of our financial situation, taxes and planning have always been on the to do list for my husband and I. We found just about every reason NOT to talk about money,…
Julie Brufke Wenger recently authored and shared an article with her clients and collegeues titled 12 Months to a Personal Financial Power Plan. Two of Phoenix Tax Consultants reached back out to say how timely the article was for them personally. Julie thought it might be fun to hear how they are doing and invited them…
Phoenix Tax Consultants is an active small business in the community. We are proud to support our local chambers, community and other small businesses. We are members of the Perkiomen Valley Chamber of Commerce, and Phoenixville Regional Chamber of Commerce.
Individual filers making $200,000 or married filers earning $250,000 are subject to a new Medicare tax of .09% on earnings above these amounts and in many cases this is not being withheld by the employer! If this applies to you please call our office to determine if you need to make an estimated tax payment…
Congratulations on becoming a parent! You may have heard there are many benefits to having a child from the unconditional love to tax deductions. Here is a quick guide to 5 things all new parents should know the 1st calendar tax year they have a child. As always any questions or if you need clarification,…