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“Our Advice makes
Dollars & Sense”

“Our Advice makes
Dollars & Sense”

Located in Old Towne Bellevue
2221 Main St Bellevue, NE 68005
(402) 898-2672

Impact of Eliminating Federal Taxes on Tips

There’s been a lot of coverage in the news lately about both presidential candidates proposing eliminating federal taxes on tips. But what would that actually look like for service and hospitality workers? And is it a good thing? Read more about it here.  Need help with taxes? Reach out to us today! 

2024-09-16T08:45:50-05:00September 16, 2024|

Military Retirement and State Income Tax

Did you know that some states don't charge income tax on military retired pay? In all states, U.S. Department of Veterans Affairs disability payments are tax-free. Learn more by clicking here. Need help? Contact us today!

2024-07-10T17:24:13-05:00July 10, 2024|

Your Tax Refund

If you've already filed your taxes but have not received your refund, don't panic. There's probably a good explanation. Read more here: https://buff.ly/43XOhra Need help? Contact us today! 

2024-04-11T14:32:54-05:00April 11, 2024|

Do You Have An Unclaimed Refund?

The IRS might owe you money from your 2020 tax return, and the unclaimed refund is set to disappear in just less than two months. Learn more here: https://buff.ly/3xjgzjE Need help? Contact us today! 

2024-03-26T14:29:39-05:00April 2, 2024|

Already Filed and Waiting for Your Return?

If you've filed your tax return and haven't received your refund money yet, you're likely wondering when you'll get it. To find out, just use the IRS tool to check on the status of your refund. Learn more here: https://buff.ly/3TPRhT7 Need help? Contact us today! 

2024-03-26T14:26:09-05:00March 26, 2024|

Retirement Planning?

If you're thinking of retiring in 2025, you should prep now. Why? You can start strategizing withdrawals, optimize tax advantages and beat inflation ahead of your retirement. Learn more here. Need help? Contact us today!

2024-03-19T09:47:00-05:00March 19, 2024|

Transfer Strategies for 2024

Inflation adjustments to the gift and estate tax exemption amounts makes 2024 the year to dig into transfer strategies. Questions? Contact us today.

2024-03-11T14:29:04-05:00March 11, 2024|
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