Banach & Associates, LLC -Tax Group

‼️Tax-Extension Deadline‼️ Due 10/15/24, in-house deadline is 10/1/24. If you send your documents after Oct 1, they will be completed after IRS deadline, no exceptions. (219)781-6392

Stay safe and enjoy the holiday!

Only 22 days left to file taxes before those penalties kick in!!. Get with me or your tax accountant soon! (219) 781-6392

Tax time comics

🛑Stop the scroll 🛑 www.banachandassociates.com Tax returns due in 31 Days. Our remote/online cutoff is April 1, all information received after will go on extension and filed First come first serve.

All these BIG companies, they "write off" everything. Oh yeah, it's tax season! Only 38 more days to file. Reminder to Get (you)r tax documents to us or your tax accountant

Seinfeld-It's a Write Off Kramer explains the $30k Business Tax Write Off

Banach & Associates, LLC -Tax Group www.banachandassociates.com . No need to leave your house!

www.banachandassociates.com Happy ! Honestly: Comics always seem to get the most impressions, reach, and engagement on here. :) Reminder to get your taxes filed with either US Banach & Associates, LLC -Tax Group or your tax accountant. Less than 6 weeks until due date. (219) 781-6392................Article: 10 TIPS For Finding the Right Accounting Team For.
ASK your colleagues, friends, and family for recommendations. This is often the best place to start. It’s a good idea to find an accountant that is familiar with your industry and financial background. Finding an accountant by referral of your social and professional network will eliminate the risk of choosing an unethical or “fly by night” accounting firm.

LOOK for a tax accounting team with tons of experience. The more experience an accountant has in preparing tax returns, the more accustomed and likely they will be in preparing tax returns that have similar financial profiles as yours. Ask your accountant how many years they have experience working in the tax field.

FIND a Tax accounting team that has a degree from an accredited university. It is not a requirement for your tax preparer to hold a degree of accountancy to prepare tax returns for the public. This will benefit you in the case that you may have questions regarding financial investments, real estate questions, or other tax related matters. Many “run of the mill” accounting offices employ tax preparers that may only have 10 hours of training.

SEEK a tax accounting team that will give you an estimated cost of services. It is important to get an upfront estimated cost of services. You don’t want to end up with “sticker shock” after the work has been completed and is price gauged.

SEARCH for a tax accounting team that stands by their work. Ask your accountant if they will be available all year around or just during tax season. Many tax offices close May through December and will not take client phone calls. A good accountant will be available for IRS tax appeals and resolutions.

ASK for referrals and read reviews. A good accounting firm will have a list a mile long of clients that are happy and willing to provide words of recommendations. Reading past client reviews and testimonials will give you a gauge of the quality of service.

CHECK and ask for their PTIN. Every tax accountant is required to have a Preparer Tax Identification Number. This will help you w**d out the unethical and “fly by night” tax firms. Oftentimes an accountant will have their staff input data entry and they will do a quick cursor review.

FIND a tax accounting team that will think outside the box. Does your prospective accountant have industry knowledge and experience to ask you questions that you may have not thought of yourself? A good tax accounting firm will have questionnaires available so you are ensured to receive every tax deduction and credit you are entitled to and will go “go up to bat” for you.

LOCATE a tax accounting team that will keep you up to date with tax legislation. A good accountant will have at least 16+ hours of continuing education annually from an accredited IRS sponsored continuing education program. If an accountant has the ability to keep you up to date, they are most likely to be up to date with current tax legislation theirself.

Last but not least, A good accountant will offer tax savings advice, planning, and strategy. Quality firms will offer tax-savings opportunities to clients when wrapping up their return for the year and offer mid-year tax strategy meetings.

☕️☀️I have to brag on my friend/client, David for a moment. He drives 2+ hours round trip to see me every year since 2008 (thats 16 years!) Glad to get this photo. David semi-retired from teamsters Union, now works for Munster school system as a bus driver, he loves it. We talk about music, vinyl collecting, boating, his grandchildren. Over the years I've helped him navigate retirement, overcoming debt, pension, social security, death of a spouse, investments, second home buy, taxes, budgeting, estate planning, will/trusts, etc. Thank you, David, for the friendship!

🤣Happy FriYAY -It's tax time! Reminder to get your tax documents to your accountant or us (we're open to new clients while it's still early in the season) talk with you soon- Banach & Associates, LLC -Tax Group

➡️Woah!! Who are we all rooting for today? Chiefs, 49ers, Taylor Swift, Usher, commercials, snacks? Big thank you to turbo tax for sponsoring the industry! Always a good Reminder to get (you)r documents to the firm trusted for 44 years ➡️ Banach & Associates, LLC -Tax Group. No gimmicks, No judgement , No BS--Call now 📞 (219) 781-6392

Here's your friendly reminder to always use a qualified professional 🙂🙃

https://sites.google.com/banachandassociates.com/banach/newsletter-jan-182024

Home - Newsletter- Jan 18,2024 01/18/2024

Its THAT time of year again (can't run, can't hide, but you CAN hire a team to do your taxes for you!)

➡️TAX season underway⬅️

Do you have back unfiled taxes?! Time is running out to claim that $1,800+ rebate stimulus credit! Get with one of us soon to file

Calling all Clients that have not yet prepared their FY22 Tax Return Extensions. We are getting busy and down to the wire...Due Date Rapidly approaching, call now!

As we enter the holiday weekend; please stay hydrated, safe, designate a driver, and keep track of your kids & pets! Enjoy the holiday weekend celebrating end of British rule! 🇺🇸“Land of the Free, because of the brave”

Where to pay IL / IN taxes? Where’s my refund tracker? Been getting these questions nonstop this week. Links mid page www.banachandassociates.com. Also! An extension is not an extension to pay, it’s an extension to file your return to avoid late filing penalties. Full tax liability due on April 18. We can assist with extensions with a tax preparation retainer/deposit for a future date

Thank you 😊

We are on the last stretch of tax season. All tax return information received after April 8 will go on extension and prepared ASAP in May. Thank you all for your continued support for another successful tax season, (you) are appreciated!

Another happy, life long client, your family is appreciated 🙂

Keep your loved ones safe from scammers. Tax scams peak during the filing season; this week kicks off the Dirty Dozen campaign, releasing our list of 12 emerging scams and schemes to watch out for. This , inform your loved ones on the telltale signs of scams.

For more information visit: www.irs.gov/dirtydozen

Dirty Dozen | Internal Revenue Service Compiled annually, the “Dirty Dozen” lists a variety of common scams that taxpayers may encounter anytime but many of these schemes peak during filing season as people prepare their returns or hire someone to help with their taxes. Don’t fall prey.

Quick Snap shot, With the Van Dame’s today.

less than 5 weeks to go!

No need to leave your house or interrupt your busy schedule with us!

☀️Good Morning- I’ve been getting alot of requests. “Steven, we have always worked with you online, but what goes on in your office?” Small glimpse behind the scenes...

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