Debunking Estate Plan Myths For Sugar Land Taxpayers

On Friday, the IRS began accepting tax returns and people like me all around the country started buckling up for what is already quite a ride. With new PPP loans for Sugar Land small business owners, credits aplenty in all of the variety of stimulus bills, DELAYS from the IRS, fraudulent unemployment claims (yes, this is a thing) … well, … Read More

Debunking Estate Plan Myths For Sugar Land Taxpayers

Attention All Sugar Land Taxpayers, Tax Season Is Here

Congratulations to the Patriots — I mean the Tampa Bay Buccaneers — for their Super Bowl victory. Here at Britz Financial Group, we don’t have a lot of time to pay much attention to such doings since tax season is here. Even though the actual submission of tax returns to the IRS is delayed until Friday the 12th, we are … Read More

Attention All Sugar Land Taxpayers, Tax Season Is Here

Sugar Land Taxpayers It’s Time To Deal With Your 2020 Tax Return

We can’t electronically submit tax returns to the IRS until Friday, February 12. Nobody can. But that doesn’t mean we can’t help you get started. In fact, we’re already in process with a few Sugar Land clients, and more and more are contacting us every day. If you want to get a jump on things, get questions answered, and help … Read More

Sugar Land Taxpayers It’s Time To Deal With Your 2020 Tax Return

Retirement Money and Five Financial Mistakes To Avoid by Pam Britz

This is the time of year when we are normally opening up to file returns on behalf of Sugar Land clients, and taking a breath of “calm before the storm”. Not this year though. Not only is actual tax filing delayed until February 12, but Congress made their end-of-year appropriations act extremely consequential, with a second stimulus, more PPP, and … Read More

Retirement Money and Five Financial Mistakes To Avoid by Pam Britz

Pam Britz’s Tax Checklist for Sugar Land Taxpayers

Every year within the independent tax and accounting business community here in Sugar Land (and on various online channels), we have a little fun laughing at the newest TurboTax or Block commercials. Last year, it was “all people are tax people”. This year, they’re promoting their “live” feature with commercials of a floating desk answering various deduction questions. It’s clever, … Read More

Pam Britz’s Tax Checklist for Sugar Land Taxpayers

Pam Britz’s Four Keys To Focus And Building Momentum in 2021

It seems so long ago (it was only last week) that we were cueing the fireworks and celebrating leaving 2020 in the rearview. But after all of the events of the past week, it seems wise that we might adjust to the fact that the world around us is not what it might have been in the past. Honestly, it’s … Read More

Pam Britz’s Four Keys To Focus And Building Momentum in 2021

Five Key Takeaways From The Second Coronavirus Relief Bill For Sugar Land Taxpayers

Say it with me again: it’s a whole new year. 2020 is in the rearview… And 2021 is starting with some very nice treats for regular families in the clunkily-named “Coronavirus Response and Relief Supplemental Appropriations Act of 2021”, also known as the “Consolidated Appropriations Act” or CAA for short (the CAA is the entire bill … the clunky name … Read More

Five Key Takeaways From The Second Coronavirus Relief Bill For Sugar Land Taxpayers

Pam Britz’s Very Last Minute Tax Moves for 2020

These weeks are disjointed, these holiday weeks. As of this writing, there are only three days left in 2020, and this week contains New Year’s Eve and New Year’s Day. So if you want to make ANY 2020 moves (outside of IRA things, which can be retroactively applied after 12/31), time’s a wastin’. I hope that by the time you … Read More

Pam Britz’s Very Last Minute Tax Moves for 2020

Pam Britz’s Annual Holiday Prayer

This will be a different kind of note today than I normally post. Because the first thing to note is that a bona fide holiday miracle seems to have occurred: Congress agreed on another relief bill. Given this cultural climate, this might rank up there with the never-ending oil in the lamps of the Maccabees. (Obviously, I exaggerate … slightly.) … Read More

Pam Britz’s Annual Holiday Prayer

Five Key Habits of the Wealthy Sugar Land Clients We Serve

The clock is really ticking now on 2020. But before you celebrate, please — for the love of Pete — make SURE that you are getting whatever needs doing done NOW that might affect this year’s taxes. I’ve been banging this drum the last couple weeks, but I know how thick-headed I can sometimes be, so I’m just assuming you’re … Read More

Five Key Habits of the Wealthy Sugar Land Clients We Serve