‘A Tough Situation Can Get Worse’ Says Newtown Square Accountant

Firstly, I’m here to offer you a friendly reminder: Sunday is Mother’s Day. Do with this reminder what you will :). And speaking of moms, if you’ve ever spoken with friends who have had to place their parents into a care facility, you know how difficult the process can be. I was once asked to weigh in on how to … Read More

‘A Tough Situation Can Get Worse’ Says Newtown Square Accountant

Newtown Square Accountant answers: “What now?”

The dust is truly beginning to settle around our Newtown Square, PA tax preparation offices after our very busy TY2011 tax season (ok, maybe that’s just pollen). Regardless, we’re beginning the process of serving you during the “off season”, and evaluating how things went. To that end, I’ve got ONE BIG FAVOR TO ASK: (If you haven’t already done so) … Read More

Newtown Square Accountant answers: “What now?”

Newtown Square Accountant Explains How To “Reclaim Control Over Your Taxes – Even Old Returns”

Part of me can’t believe that I’m taking the time to write this post, here, Monday morning the 16th (the day before the filing deadline). But I also know if I don’t do it now, this tax season having been so full … well, I’ll admit that we can anticipate a bit of a break being needed come Wednesday :). … Read More

Newtown Square Accountant Explains How To “Reclaim Control Over Your Taxes – Even Old Returns”

Newtown Square Accountant Reports On: “Financial Mistakes Hardly Anyone Talks About”

"The men who succeed are the efficient few. They are the few who have the ambition and will power to develop themselves." – Robert Burton In the course of our daily work around here, we not only work with numbers a LOT … but we also get a regular course on how people (our clients, mostly) *think* about those numbers. … Read More

Newtown Square Accountant Reports On: “Financial Mistakes Hardly Anyone Talks About”

“A Tax Hike for You?” Newtown Square Accountant Advises

"Fresh activity is the only means of overcoming adversity." – Goethe Monday morning, we all woke up to a new deficit-reduction plan from the White House: raise taxes. (Story here: http://www.latimes.com/news/politics/la-pn-obama-deficit-20110918,0,2819262.story ) I’m not here to beat anyone’s political head on the wall, so I’ll restrict my comments to a few key points — for YOU: 1) It’s not a … Read More

“A Tax Hike for You?” Newtown Square Accountant Advises

In A Sandwich?

"Do not wait; the time will never be ‘just right.’ Start where you stand, and work with whatever tools you may have at your command, and better tools will be found as you go along." – George Herbert If you take a broad view of our culture over the last 50 years (and you do it objectively), you can see … Read More

In A Sandwich?

Could There Be a Mistake? We Can Fix It.

"If you don’t like the road you’re walking, start paving another one." – Dolly Parton As I write this on Monday morning, we’re all pretty distracted by the news of the capture and death of Osama bin Laden. It’s a bipartisan moment of gratification — even if it does mean celebrating the death of another human being. In this case, … Read More

Could There Be a Mistake? We Can Fix It.

Refunds & UN-Automating Your Life

Success is not measured by what you accomplish but by the opposition you have encountered, and the courage with which you have maintained the struggle against overwhelming odds. – Orison Swett Marden Last week, I posted my Note about automating your investment savings. After posting it, I did some more thinking about the whole notion of automating our lives, and … Read More

Refunds & UN-Automating Your Life

Thoughts During Our Final Week

The ability to concentrate and to use your time well is everything if you want to succeed in business–or almost anywhere else for that matter. – Lee Iacocca I’m writing this on Monday morning, the 11th, and our offices are buzzing! Next Monday will be no different — it’s the federal deadline, after all, and we always get panicked phone … Read More

Thoughts During Our Final Week

Kindergartners With A Credit Card?

"Good, better, best. Never rest until good be better and better best." – Mother Goose Google tells me that Mother Goose didn’t *actually* exist — but she sure was smart, eh? We’re heading into spring … and just a couple weeks remain here in "tax season" (what we tax professionals call it). I do hope that, by now, you’ve taken … Read More

Kindergartners With A Credit Card?