Skip to content

Williamson & Company P.C.

Free Reports For Families

Schedule a complimentary "Meet & Greet" (303) 604-0829 (970) 482-2272

Financial Planning Checklist For Individuals
Once you've finished with your year-end filing, and your return is on its way to the IRS, take a minute to consider these questions concerning short and long-term financial goals, IRAs, Keoghs, employee benefits, your children(s)' education, emergency funds, and many others. These planning techniques can help you decide if the money you have left over is really left over money!

 
Changing Jobs? Don't Forget Your 401(k)
A simple misstep in your approach on how to handle your 401(k) savings can easily kill half of what you've saved! A simple rollover might be one of the easier, and more financially rewarding, ways to handle this situation. This article explains this in greater detail with a very powerful example of how penalties and taxes can really hurt your plan if not handled correctly.

 
Commuter's Tax Break
The Transportation Equity Act for the 21st Century has made many new deductions available for commuters. This article explains how it works, if you're eligible or not, and how you can easily use it to save money on your taxes.

 
5 Commonly Overlooked Deductions
Personal exemptions, using a credit card to your advantage, home equity deduction limits, and IRA funding tricks and how to avoid early withdrawal penalties are all very important strategies for individual taxpayers. Click above to learn more about them.

 
Are You A Tax Time Bomb?
Learn the Six Commandments for Staying Out Of Jail and how simple they really are to follow. The last thing we all want is a painful and expensive federal audit. When executed, these six items can help you sleep soundly at night.

 
IRS Targets: What To Do If You're One Of Them
The IRS targets 4 types of taxpayers for regular audits. If you're self employed, work out of your house, hire independent contractors, or haven't filed a return recently, here's what to do.

 
How To Neutralize The IRS's Power
Considering that that the IRS is solely responsible for collecting Federal taxes and imposing penalties for late, understated, or evasive filings, the IRS poses one of the largest financial threats to many individuals and business owners. Here's how to neutralize their power.

 
How To Avoid An Audit Completely
Successfully avoiding audits, while still claiming significant deductions is possible if you follow 11 simple steps.

 
Are You Getting Good Financial Advice?
Finding financial guidance is easy, judging the worth of it can be a much tougher task. Even hiring a professional adviser is no guarantee you?get great advice. If you?paying someone for a personalized plan, you especially want to make sure you?getting your money?orth. Don't just look at the numbers, what's your gut telling you?

 
Are You Getting Good Financial Advice?
Finding financial guidance is easy, judging the worth of it can be a much tougher task. Even hiring a professional adviser is no guarantee you'll get great advice. If you're paying someone for a personalized plan, you especially want to make sure you're getting your money's worth. Don't just look at the numbers, what's your gut telling you?

 
Yearly Tax Calendar
Although timing of some activities is critical, it's important to review all tax considerations from the perspective of your specific needs and establish an individualized planning calendar. This short article highlighting key points of yearly tax planning, broken up into quarters, is a great guide to model your customized plan by.

 
Current Tax Rates
The tax rates seem to change every year. Here's this years rates.


© Williamson & Company P.C. 2021
Login
Search
Privacy Policy
Disclaimer

Front Range
400 S McCaslin Blvd
Suite 205
Louisville, Colorado 80027
Phone: (303) 604-0829
Fax: (303) 604-0095

Northern Colorado
125 S. Howes Street
7th Floor Key Bank Building
Fort Collins, CO 80521
Phone: (970) 482-2272
Fax: (970) 482-3231