If you donate to charitable organizations, you might want to consider establishing a donor-advised fund. A donor-advised fund is a charitable tax-saving tool that enables you to maintain a certain level of control over how funds are distributed while receiving immediate tax benefits. Here's a great video to learn more.
The American Rescue Plan not only increased the Child Tax Credit but also includes monthly distributions until the end of the year. In this video, we will provide a brief overview of the Expanded Child Tax Credit including qualification requirements.
On April 28, 2021, President Biden introduced the American Families Plan, a $1.8 trillion spending plan that includes tax increases on high-income taxpayers. This video covers potential changes to the tax law that, if enacted, may affect you and your family.
The gift and inheritance tax laws can be complicated. In this short video, I’ll provide an overview of the gift tax, how gifting affects your lifetime exclusion, and strategies to minimize inheritance taxes.
One of the most common questions I get is "How long do I have to keep my tax returns and supporting documents?". Watch this short video to find out the answer.
Tax season is upon us once again. With Covid-19, we have put specific procedures in place for submitting and receiving documentation as well as staying in touch with us. Watch now to learn about these procedures.
Preparing for your taxes can certainly be time consuming and stressful. Here's a quick 3 minute video on saving time when gathering and preparing the information we'll need for your tax return.
Congress passed the Consolidated Appropriations Act, 2021 which opens up a new round of PPP loans for small businesses. Learn more about loan availability and forgiveness.
If you're self-employed or a small business owner, you may benefit from establishing an employee retirement plan. Here's a great video you don't want to miss.
We know that communication is critical for delivering the top quality service you deserve. We have created a quick and easy way to communicate with anyone in our firm. Watch now to learn more.
Have you heard of the Marco Polo App? It will enable you to easily create and send a short video to me that I can watch and respond to when I’m available. Watch now to learn how this application can benefit you.
Whittaker & Saucier is a full-scale CPA firm in Venice, Florida. We offer our clients a traditional complement of accounting services, plus a number of unique services they can't find anywhere else such as eBookkeeper, our Quickbooks based outsource accounting system. We believe that our clients time is as important as ours, so we deliver a professional, accurate product on time, every time. To give our clients the utmost assurance of that accuracy, we also have respected colleagues periodically review our work as part of a prestigious peer-review process.
Most importantly, we want our clients to know that there are real people standing behind our work?real people who are only a phone call away, and who are always available to listen to questions and concerns. While we're completely fluent in the tax code, we take care to explain your financial picture to you in plain English, in terms you can understand. At Whittaker & Saucier, our goal is to place our clients on solid financial footing whether they're individuals or large corporations, or anything in between.
