What You Can Do If You Become the Victim of Identify Theft Involving Your Tax Return:
In the event you have been a victim of identify theft, we suggest taking the following steps to protect yourself and your information....
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SETFS Library
We exist to make your life easier! Check out these articles full of information to help secure your financial future!
Featured Posts
Technical Writing Made Easier - Books to Read and Apply
When you have something to say, say it well or not at all. You have precious seconds to get past the reader's thoughts of " 'So what?'...
Tax-Free Investments
Single Most Important Tax Tip Recently, I was asked, “What was the most important year-end tax planning issue that professionals should...
Roth IRAs
Roth Conversion Opportunity Call us at 281-370-6622 to learn more about the opportunity now to convert to tax-free dollars. You can...
Planning For Your Future
Have you thought about or updated your retirement plan recently? Part of retirement planning means to devise a roadmap to care for...
Record Keeping Guidelines
We were recently asked the question: "How long should taxpayers keep old tax returns, documentation, and receipts?" The IRS has published...
Our Advice
Have you ever wondered... How to Escape from a Bear (the Market) Lie still and stay quiet ~ Don’t Run, Don’t Necessarily Sell Out! Stay...
Business Consideratons
Matt Gaylor says, "Business Owners, have you considered: Financial Review - have you reviewed financial reports (income statement,...
The Nanny Tax
People who paid domestic help more than $1,400 will need to file Schedule H, "Household Employment Taxes," with their (Federal) income...
Letters in the Mail
What to do when you receive a letter from the Internal Revenue Service? You have gone to your mailbox. There are bills and junk mail,...
Recommended Reading
Books by Larry Burkett: Business By the Book - "The Complete Guide of Biblical Principles for Business Men and Women" Financial...
Charitable Donations
A charitable contribution is a contribution or gift to a qualified organization such as nonprofit groups that are religious, charitable,...
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Office: (281) 370-6622
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