Maximize your retirement savings with an IRA

Maximize your retirement savings with an IRA

A lot of people are not putting enough away for retirement. Numerous studies bear this out. For example, 55% of Americans are behind on saving for their golden years, according to reporting from CNBC. A National Institutes of Health paper says research suggests...

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Make sure you’re having the right amount of taxes withheld

Make sure you’re having the right amount of taxes withheld

Now that tax season has come and gone (unless you filed an extension), it’s a good time to assess the amount of income tax withheld from your paycheck. In fact, any time there is a major change in your overall tax situation, withholding amounts should be examined. For...

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Donor Advised Funds are a great tool for giving to charities

Donor Advised Funds are a great tool for giving to charities

Many Americans give to charitable causes, but very few know about or take advantage of a powerful giving tool called a donor advised fund (DAF). DAFs offer several tax benefits that you should be aware of. Let’s start with the basics: A DAF is a tax-deductible...

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Lessons for your small business from the recent bank failures

Lessons for your small business from the recent bank failures

Don’t be passive about your accounts over $250K The collapse of Silicon Valley Bank (SVB), followed closely by Signature Bank, earlier this month has a lot of small businesses and startups doing some self-reflecting on the way they manage their finances. Many...

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Tax season appointments are booking now with Mimi and Jackie

Tax season appointments are booking now with Mimi and Jackie

We are scheduling appointments now through March 20 for tax season. You can set an appointment up today with Mimi and Jackie by calling us at 706-632-7850 or emailing our office manager Kimberly Mortimer at kmortimer@premiertaxsuccess.com It is important to contact us...

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Mark your calendar for tax prep deadlines

Mark your calendar for tax prep deadlines

We are scheduling appointments now through March 20 for tax season. You can set an appointment up today with Mimi and Jackie by calling us at 706-632-7850 or emailing our office manager Kimberly Mortimer at kmortimer@premiertaxsuccess.com. It is important to contact...

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