Home2018-10-25T21:15:22+00:00

Unraveling Tax Headaches and

Building Financial Vision

Unraveling Tax Headaches and

Building Financial Vision

Wealth Management
Tax Planning & Preparation
26February 2019

Turbo Tax vs. Tax Professional

February 26th, 2019|

Ok, full disclosure. We are a tax firm. We want your business and we are in the business of doing taxes. With that being said, I will try to give you an unbiased approach to the best method of getting your taxes done. Let me start of by saying that I am not a big fan of most tax preparation software, but they do have some benefits and are the [...]

18February 2019

What is an EA?

February 18th, 2019|

An EA or an enrolled agent is a federally licensed tax practitioner who has the right to represent taxpayers before the IRS. EAs prepare taxes, help with audits and tax appeals, advise, represent and prepare tax returns for people corporations, partnerships, estates, trusts and anyone else that is required to report to the IRS. In order to become an EA, you need to pass a three-part comprehensive exam that covers [...]

8February 2019

What do I need to bring to my tax appointment?

February 8th, 2019|

Tax season is here, and you are starting to think… Man, what do I need to remember to bring this year? The good news is: we have a simple tax checklist you can find HERE. We also send you everything you need to know in your client organizer. This packet includes our engagement letter as well as a list of questions to help brainstorm any documents or information we need [...]

4February 2019

The 5 Most Common Tax Questions

February 4th, 2019|

At Molen & Associates your tax preparation experience begins with a one-hour interview with one of our many competent tax professionals. You sit across the desk from them and as you hand them documents they ask you questions about your year. This hour is one of the most important financial hours of not only your previous year, where we handle the accounting of your income tax, but also for your [...]

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