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FIle & Trust Tax Service

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“📊 From bookkeeping to business taxes, our reviews speak volumes about our unwavering support for clients in every financial facet. 💼 Let our track record guide your success! 🚀 #ClientSuccess #FinancialSupport”

#BusinessTaxes #TaxTips #SmallBizFinances #FundingOpportunities #BusinessFunding
#ContraCost #ContraCostaBusiness
#EastBay #WalnutCreek #ConcordCA #RichmondCA #AntiochCA #PleasantHill
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#lafayetteca by @fileandtrust

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3 years ago

Each organization has a culture, whether it was crafted intentionally or not. A strong company culture encompasses your company’s core values and those of your employees. Ideally, the established culture will accurately represent your business’ mission and character. Approximately, 88% of employees believe that positive workplace cultures are important to the overall success of a business. This is something to keep in mind when determining what kind of company culture you want to create. To schedule a consultation, contact us at (925) 405-6124. #taxpro #accountancy #personaltax #accounting #accountant #vat #taxes #taxreturn #bookkeepingservices #businesstaxes #taxaccountant by @fileandtrust

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3 years ago

When saving up for retirement, most people determine what is needed to meet their living needs. However, one aspect that can be easily overlooked is considering how much to save for taxes. With smart planning, it may be possible to optimize the amount you pay in taxes and maximize the amount you can spend. Strategies include planning when and how you take income and withdrawals from different sources. For in-depth help with your retirement planning, give us a call at (925) 405-6124 today! #taxpro #accountancy #personaltax #accounting #accountant #vat #taxes #taxreturn #bookkeepingservices #businesstaxes #taxaccountant by @fileandtrust

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3 years ago

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3 years ago

There's a strategic way to reach your financial goals. Working with financial professionals such as us, helps you stay on track with making sure your money is working for you! Contact us at (925) 405-6124 to schedule a consultation.
#taxpro #accountancy #personaltax #accounting #accountant #vat #taxes #taxreturn #bookkeepingservices #businesstaxes #taxaccountant by @fileandtrust

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3 years ago

As a business owner, staying on top of your business’ books is one of its essential keys to success. To ensure that your records are accurate from the moment your company is born, follow these helpful bookkeeping tips. We are here help alleviate the pressures of accurate and up-to-date accounting off you! Give us a call today at (925) 405-6124.
#taxpro #accountancy #personaltax #accounting #accountant #vat #taxes #taxreturn #bookkeepingservices #businesstaxes #taxaccountant by @fileandtrust

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3 years ago

Are you planning on creating a business? Then you need to write out a business plan to have it reach its potential. Here are 4 reasons to create a business plan! To schedule a consultation, contact us at (925) 405-6124.
#taxpro #accountancy #personaltax #accounting #accountant #vat #taxes #taxreturn #bookkeepingservices #businesstaxes #taxaccountant by @fileandtrust

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3 years ago

A part of money management is more than just spending less than you earn. You should aim to save enough money to live comfortably in the long term as well as the short term. Here are four steps you can follow to help build your savings up. To schedule a consultation, contact us at (925) 405-6124 #taxpro #accountancy #personaltax #accounting #accountant #vat #taxes #taxreturn #bookkeepingservices #taxaccountant by @fileandtrust

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3 years ago

Hello All, this tax year will be a little different from last year, alot of changes. Please make sure to book your appointment early so we can support you at our fullest capacity. #taxes #tax #taxseason #accounting #business #incometax #smallbusiness #taxpreparer #bookkeeping #taxrefund #finance #accountant #entrepreneur #money #taxreturn #taxprofessional #irs #payroll #taxpreparation #taxtips #businessowner #cpa #taxplanning #taxprep #taxtime #taxation #businesstaxes #covid #taxhelp #financialfreedom by @fileandtrust

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4 years ago

Brought to you by the State of California, CalKIDS offers eligible families access to higher education with up to $1,500 in free money for college! Visit CalKIDS.org to learn more about the program and check your eligibility. #california #calkids #howarduniversity #cityofpittsburg taken in California by @fileandtrust

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4 years ago

The child tax credit has grown to up to $3,600, and you may be able to get some of what you're due in advance monthly payments. The child tax credit is a refundable tax credit of up to $3,600 per qualifying child under 18. And in 2021, you may be able to get some of the child tax credit you are due sooner, in the form of monthly advance payments. This was a stipulation in the The American Rescue Plan Act (aka, the coronavirus stimulus package that took effect in March), and the first monthly child tax credit payments are set to go out in July.
Key facts about the child tax credit in 2021 How much you can get per child
In 2021, the child tax credit offers up to $3,000 per qualifying dependent child 17 or younger on Dec. 31, 2021. The credit increases to $3,600 if the child is under 6 on Dec. 31, 2021.
This is a tax credit, which means it reduces your tax bill on a dollar-for-dollar basis. The child tax credit is also refundable; that is, it can reduce your tax bill to zero and you might be able to get a tax refund check for anything left over. by @fileandtrust

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5 years ago

With the beginning of Tax Season, you'll want to make sure you file your taxes correctly. Here are three common mistakes that you'll want to avoid.

1) Missing last minute tax-saving opportunities.

While it’s too late to influence most of the factors that will determine your 2020 tax liability, there are still a couple of things you can do by the April 15th tax filing deadline. One is to contribute up to $6,000 (or $7,000 if you turned 50 or older last year) to an IRA for 2020. If you don’t have a retirement plan through work or do but meet the income limits, you can deduct your contributions to a traditional IRA, which can be invested to grow tax-deferred until withdrawn. There’s a 10% penalty for withdrawals before age 59 ½, but exceptions include qualified education expenses and up to $10,000 over your lifetime for a first-time home purchase.

2) Waiting to file.

There are several reasons why taxes aren’t something to procrastinate about until the last minute. First, you never know when your tax return may end up being more complicated than you thought. You might need additional paperwork or other information or even need to switch from using software to hiring a professional tax preparer. In that case, you’ll want time to find the right person rather than whoever happens to be available during the busiest time of tax season.

3) Choosing the wrong person to file your taxes.

In any case, doing your own taxes isn’t the right choice for everyone. If you own a business or investment real estate, ambiguities in the tax code can make it hard to figure out what income is taxable and what expenses are deductible. Living or working in multiple states or countries, buying and selling investments in taxable accounts, or being a non-US citizen can all make your taxes more complex and time consuming. These are all cases where a tax professional could make sense.

*Erik Carter, JD, CFP® is a senior resident financial planner at Financial Finesse. by @fileandtrust

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5 years ago