WORDS FOR THE WISE.

Want to Save Money on Your Taxes and Be Philanthropic at the Same Time? We Have a Solution For You!

Theresa Valade

Jul 29, 2021
1 min

Want to Save Money on Your Taxes and Be Philanthropic at the Same Time? We Have a Solution For You!

Take advantage of the four difference charitable tax credits. We have made this even easier for you by implementing a link for these...

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Tax Refunds and Stimulus Checks Still Delayed

Theresa Valade

Jul 17, 2021
2 min

Tax Refunds and Stimulus Checks Still Delayed

Once again, taxpayers are waiting and waiting for their refunds. Unfortunately, this has been a common theme this filing season. In...

32 views0 comments

President Biden’s 2022 Budget and Congress Increasing Taxes Retroactively

Theresa Valade

Jul 9, 2021
3 min

President Biden’s 2022 Budget and Congress Increasing Taxes Retroactively

Recently, President Biden unveiled his 2022 budget request. As was widely anticipated, President Biden’s budget calls for some...

38 views0 comments

Theresa Valade

Jul 2, 2021
2 min

Child tax credit

Coming to some households near you - the advanced child tax credit. For some families, there is a new wave of stimulus checks that about...

15 views0 comments

Theresa Valade

May 13, 2021
1 min

IRS Refund Delays

The refund delay is getting worse. The Internal Revenue Service is holding 29 million tax returns for manual processing, contributing to...

20 views0 comments

Theresa Valade

Mar 19, 2021
2 min

IRS PLANNING TO DELAY TAX SEASON

The IRS may have decided to heed the pleas of lawmakers, the AICPA and CPAs who have been urging the tax agency to postpone this year’s...

12 views0 comments

Theresa Valade

Jan 19, 2021
1 min

Tax Filing season opening

The 2021 tax season is officially delayed and returns cannot be electronically filed, and they do not recommend paper filing returns,...

17 views0 comments

What is the New Universal Tax Deduction?

Theresa Valade

Dec 10, 2020
1 min

What is the New Universal Tax Deduction?

The CARES Act, among other coronavirus relief efforts, has instituted a provision allowing people to deduct $300 for charitable...

28 views0 comments

Scammers posing as IRS use credible emails to threaten victims

Theresa Valade

Nov 12, 2020
2 min

Scammers posing as IRS use credible emails to threaten victims

A fake IRS email targeting users of Microsoft’s Office 365 is making the rounds The fake email claims it has been sent to collect...

16 views0 comments

Biden Tax Plan and the Importance of Tax Planning

Theresa Valade

Nov 10, 2020
4 min

Biden Tax Plan and the Importance of Tax Planning

It’s been an interesting few days with the election. I think we are in for a rollercoaster for the next couple of weeks. A lot of people...

15 views0 comments

Theresa Valade

Oct 29, 2020
1 min

We're Moving

We have more exciting news to share. Concierge Consulting & Accounting, PLLC will be moving on October 30, 2020. Because of all your...

16 views0 comments

2020 Firm of the Year: Concierge Consulting & Accounting PLLC

Theresa Valade

Oct 26, 2020
1 min

2020 Firm of the Year: Concierge Consulting & Accounting PLLC

Dear Concierge Accounting Team, I am thrilled to inform you Concierge Consulting & Accounting, PLLC, has been selected as the Luca...

90 views0 comments

Happy 2nd Anniversary Concierge Consulting & Accounting, PLLC

Theresa Valade

Oct 16, 2020
1 min

Happy 2nd Anniversary Concierge Consulting & Accounting, PLLC

Thank you so much to my family and friends who have believed in me, encouraged and supported me in my vision and business. Thank you to...

9 views0 comments

Theresa Valade

Oct 5, 2020
1 min

FAFSA Portals Opened October 1, 2020

Do you have a child entering College next year? If so, will you need Financial Aid or inquiring about scholarships and grants? Then you...

3 views0 comments

Theresa Valade

Oct 5, 2020
1 min

PPP update for BBVA compass customers

For anyone who got a PPP Loan with BBVA compass, first payments on your PPP loan have been moved/extended until May 2021. The hope is...

4 views0 comments

Theresa Valade

Jun 5, 2020
3 min

Important PPP Update

Good morning my Concierge Family, We have some exciting news. Last week the House of Representatives passed a bill updating the PPP...

11 views0 comments

PPP loans, PPP Forgiveness, EIDL, Tax Credits and More

Theresa Valade

Jun 3, 2020
5 min

PPP loans, PPP Forgiveness, EIDL, Tax Credits and More

Good Morning my Concierge Family, I hope everyone is doing well and is safe and healthy. Most businesses and business owners are finally...

12 views0 comments

Theresa Valade

Jan 6, 2020
1 min

Writing Manual Checks? Write out 2020

Protect yourself this new year from this simple, yet potentially costly mistake: if you are writing any manual checks in the year field...

19 views0 comments

Theresa Valade

Nov 27, 2019
1 min

Fake IRS Letter

Scammers are getting smarter and we need to be hyper vigilant. Can you spot all the errors in this fake IRS letter? Hint, there are a...

44 views0 comments

Theresa Valade

Nov 15, 2019
1 min

Avoid Tax Related Scams

Just because tax season is over doesn’t mean tax related scams are over. There are two new variations of tax-related scams. The first ...

10 views0 comments