Tax Planning

Tax Planning

Plan Now, Save Later! (Part 1)

If you project that your total itemizable deductions for 2019 will be close to exceeding your applicable standard deduction amount, you should consider batching.

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Too Many Passwords to Remember? We’ve Got a Solution

By: Donna Bryant, C&R Administration and IT Manager Those pesky passwords.  The length, numbers, special characters, capital letters!  According to a survey conducted by DataInsider, 70% of respondents reported having more than 10 password-protected accounts online, with nearly 30% having “too many to count”. When asked if they reuse passwords for different accounts, only 11%…

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5 Ways to Get a Jump on Your 2019 Taxes

Yes, tax season is officially over. And you might be kicking back and relaxing, putting off thinking about next year’s taxes as long as you can. However, smart taxpayers know that the more you plan ahead, the better chance you have of reducing the amount you pay next time around. Here are a few easy…

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Introducing the “Industry Wire”

A new addition to our website this year, is the Industry Wire. The Industry Wire is where you can find informative articles on such topics as: Tax News General Business Stock Market Financial Planning Technology News And more…! You’ll find the Industry Wire in the Resources drop down menu. The content changes every month. Here…

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New Client Support Tools – Check them out!

Earlier this year, we added new tools to our website. Our goal is to make it easier for you to get answers to questions any time they come up. Here are a few of the questions, these tools can help answer: Where’s my refund? How many years do I need to keep tax documents? I’m…

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Cover & Rossiter Expert Shares Tax Insights

(Wilmington, DE March 27, 2019) Taxes are the hot topic right now for both individuals and businesses. Recently, Myunghee Geerts, Principal in Cover & Rossiter’s tax department, was invited to speak at several business organization events. Her primary focus was on helping organizations understand the ever-changing tax laws and ensuring their ability to maximize earnings…

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5 Tips to Simplify Tax Time

April 15 always seems to sneak up, and surely this year will be no different. While there’s no escaping the tax deadline, this year can be the easiest tax season ever. Use the following tips to streamline the tax return process and minimize stress. Review and complete the tax organizer. The organizer provides you with…

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