proactive tax planningtax assitancetax planning

Important Times to Seek Assistance

Waiting for your regular appointment to discuss current tax-related issues can create problems or cause you to miss out on beneficial options that need to be timely exercised before year-end. Generally, you should contact us any time you have a substantial change in taxable income or deductions. By doing so, we can advise you about how to optimize your tax liability, avoid or minimize penalties, estimate and pre-pay required taxes, document deductions, and examine and explore tax options. You should contact us if you or your spouse:

 

  • Receive a large employee bonus or award
  • Become unemployed
  • Change employment
  • Take an unplanned withdrawal from an IRA or other pension plan
  • Retire or are contemplating retirement
  • Exercise an employee stock option
  • Have significant stock gains or losses
  • Get married
  • Separate from or divorce your spouse
  • Sell or exchange a property or business
  • Experience the death of a spouse during the year
  • Turn 70½ during the year
  • Increase your family size through birth or adoption of a child
  • Start a business or acquire a rental property
  • Receive a substantial lawsuit settlement or award
  • Get lucky at a casino, lotto, or game show and receive a W-2G
  • Plan to donate property worth $5,000 ($500 if a vehicle) or more to a charity
  • Plan to gift more than $13,000 to any one individual during the year

 

In addition, you should contact us whenever you receive a notice from the government related to your tax return. You should never respond to a notice without first checking with your tax professional.

 
Donna Bordeaux, CPA with Calculated Moves

Creativity and CPAs don’t generally go together.  Most people think of CPAs as nerdy accountants who can’t talk with people.  Well, it’s time to break that stereotype.  Lively, friendly, and knowledgeable can be a part of your relationship with your CPA as demonstrated by Donna and Chad Bordeaux.  They have over 50 years of combined experience as entrepreneurial CPAs.  They’ve owned businesses and helped business owners exceed their wildest dreams.   They have been able to help businesses earn many times more profit than the average business in the same industry and are passionate about helping industries that help families build great memories.