🎉 The end of 2024 is fast approaching! Now is the perfect time to review your financial strategy and take advantage of key tax-saving opportunities. ✅ Maximize Retirement Contributions ✅ Plan Charitable Donations ✅ Use the Annual Gift Tax Exclusion 📅 Don’t wait—December 31 is closer than you think! Need expert guidance? Contact us at [email protected] for a personalized tax review. https://conta.cc/3P6CL6y #YearEndTaxPlanning #TaxSavings #FinancialSuccess
About us
Services include: Cloud Accounting, Business Accounting, QuickBooks Services, Payroll, Bank Financing, Strategic Business Planning, Succession Planning, New Business Formation and Internal Controls.
Updates
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📋 Beneficial Ownership Info (BOI): Are You Compliant? The clock is ticking for companies to meet BOI reporting requirements. 📅 Deadlines: • Companies registered before Jan. 1, 2024: File by Jan. 1, 2025 • Companies registered in 2024: File within 90 days of registration 💡 Filing is simple, secure, and free! Avoid penalties and get ahead. Learn more at: https://conta.cc/4geLzCG #BusinessCompliance #FinCEN #BOIReporting
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🚨 Are you ready for 2025? The 4th quarter is the perfect time to prepare your business for success in the new year. From reporting deadlines to budgeting and tax planning, now’s the time to get ahead. ✅ BOI Reporting Deadline: Jan. 1, 2025 ✅ Budget for big moves in 2025 ✅ Avoid tax surprises with year-end planning Learn more about BOI reporting: https://conta.cc/4geLzCG #BusinessPlanning #2025Goals #TaxPlanning #BOI https://conta.cc/41BAVCb
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💡 Reminder: The Beneficial Ownership Information (BOI) reporting is a requirement for many businesses and the deadline is January 1, 2025. Do not wait to file your report and get stuck with heavy penalties. Read our blog for more information. #FinCen #BOI #Compliance https://conta.cc/3BQ8Fk1
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🔍 Struggling with recruitment or employee retention? Mary Smith’s new article covers practical actions for filling critical roles and fostering a positive work environment. Get expert advice on creating a strong employer brand and developing your workforce. #EmployeeRetention #Hiring #WorkforceDevelopment #HR https://conta.cc/3Cb0S0G
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🌟Your people are your most important asset. Learn how a strategic approach to workforce planning can help your business grow. Mary Smith dives into key questions to consider as you map out your team’s future! #StrategicWorkforcePlanning #BusinessSuccess #EmployeeDevelopment #HR https://conta.cc/3Cb0S0G
Blogs
cbsmithcpa.com
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📚💸 Thinking about using 529 funds for student loan repayments? Be cautious—some states classify this as a non-qualified expense, potentially leading to unexpected state taxes! 🚨 Always consult a financial or tax expert before deciding. Stay ahead of taxes and penalties! #529Plans #StudentLoans #TaxTips https://conta.cc/3ZVMFhP
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🔍 Are you getting the best return on your marketing investment? An accountant can help you analyze your financials, track marketing expenses, and ensure your strategies are bringing results. Get real-time insights into your marketing performance and grow your business! 📊 #MarketingROI #BudgetPlanning #BusinessGrowth #SmartSpending https://conta.cc/3BpuA1k
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The Beneficial Ownership Information (BOI) reporting is a requirement for many businesses and the deadline is January 1, 2025. Do not wait to file your report and get stuck with heavy penalties. Read our blog for more information. #FinCen #BOI #Compliance https://conta.cc/3BQ8Fk1
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