What to do with your tax docs & other items

“Life is like riding a bicycle. To keep your balance you must keep moving.” – Albert Einstein Well, the phones are STILL ringing around the office, but the pace is a bit slower. The dust is truly beginning to settle around here (ok, maybe that’s just pollen). THANK YOU for trusting us with your finances this year. We know how … Read More

Pam BritzWhat to do with your tax docs & other items

Well it’s over…or is it?

“If we do not change our direction, we are likely to end up where we are headed.” – Chinese Proverb Last week was crazy! I’m glad to say that we worked very hard during the “offseason” so that we would be prepared for the tax season rush! That said…shutting those doors at the end of the day on Thursday (the … Read More

Pam BritzWell it’s over…or is it?

This is the final week…

“You are never too old to set another goal or to dream a new dream.” – C. S. Lewis Well, Thursday is April 15th. You know what this means by now, I hope. Now, here’s something you may not have realized … Friday was “Tax Freedom Day”. That’s the date pegged by the Tax Foundation as the date when you’ve … Read More

Pam BritzThis is the final week…

Health Care Reform will affect you like this

What is once well done is done forever.  – Henry David Thoreau Well, as promised, I’m breaking down the new Health Care legislation in this week’s blog post. Polls show that this legislation isn’t popular–but it’s now the law of the land, so we all should get used to it. Families WILL be affected by it, and it’s a good … Read More

Pam BritzHealth Care Reform will affect you like this

Now what?

“It’s income tax time again, Americans: time to gather up those receipts, get out those tax forms, sharpen up that pencil, and stab yourself in the aorta.” – Dave Barry Every year, around this time, I find myself blogging about “procrastination” and its dangers, as well as observations from tax season thus far. But this year is different. I’m writing … Read More

Pam BritzNow what?

Just making sure…

“Obstacles don’t have to stop you. If you run into a wall, don’t turn around and give up. Figure out how to climb it, go through it, or work around it.” – Michael Jordan Well, we’re nearing the home stretch in tax season. Since the deadline for individuals (April 15th) is just under a month out, we’ve been “packing them … Read More

Pam BritzJust making sure…

Commonly-overlooked breaks

We are not in a position in which we have nothing to work with. We already have capacities, talents, direction, missions, callings.  – Abraham Maslow We’re getting closer and closer to D-Day (April 15th: “Done Day”) around here, and we’ve already had quite a tax season. This truly is our favorite time of year–we get to sit down with our … Read More

Pam BritzCommonly-overlooked breaks

New credit card rules can trap you

“Old times never come back and I suppose it’s just as well. What comes back is a new morning every day in the year, and that’s better.” – George Edward Woodberry Last week, I sent a note re: avoiding an audit, and I’ve heard from quite a few friends and clients who passed it along to *their* friends and family … Read More

Pam BritzNew credit card rules can trap you

Audit-proof your life

“The past does not define you, the present does.” – Jillian Michaels I hope your weekend went well–our family has been enjoying the Olympics, and, in particular, many of the stories which go with it. If you’ve paid any attention, you probably heard about American, Lindsey Vonn. She’s known as perhaps the world’s top female skier having dominated the World … Read More

Pam BritzAudit-proof your life

Tehel’s Day follow-up

“Lots of people want to ride with you in the limo, but what you want is someone who will take the bus when the limo breaks down.” – Oprah Winfrey So, this is the big question of the week: how did Tehel’s go? Some say it’s a “Hallmark Holiday”, but well–some spouses think otherwise, right? Well, if you blew it, … Read More

Pam BritzTehel’s Day follow-up