Dreaming Big Must Come Before Financial Planning by Sherry Tolbert

You'd probably be surprised if you sat in on some of the meetings I have with some of my tax planning and preparation clients. This is by no means the majority of my clients, but there is certainly a good subset of people who have piled away a ton of financial resources ... but who [...]

By |2021-12-29T08:20:37+00:00May 19th, 2017|Blog|Comments Off on Dreaming Big Must Come Before Financial Planning by Sherry Tolbert

How To Buy Happiness In San Antonio

Not a huge amount of "tax news" these days ... we're watching Congressional movement on tax reform, Obamacare, etc. but right now, it's all mostly just talk. But that's politics, I suppose. Which is a good argument for not diving too deeply into it. Now ... moving to things far more immediately relevant: I've written [...]

By |2021-12-29T08:21:13+00:00May 12th, 2017|Blog|Comments Off on How To Buy Happiness In San Antonio

Sherry Tolbert’s Three Ways To Live Out Your Retirement Lifestyle In Advance

First off, now that May is upon us, we're moving into a different mode. We have a few clients on extension (and with whom we will continue to correspond), but our attention is now more turned to other matters: tax planning (more about that soon), working with San Antonio businesses and other individuals with year-round [...]

By |2021-12-29T08:22:10+00:00May 5th, 2017|Blog|Comments Off on Sherry Tolbert’s Three Ways To Live Out Your Retirement Lifestyle In Advance

Tax Freedom Day And Amended Tax Returns For San Antonio Taxpayers

When I say, "3.5 months of labor," I'm not actually referring to the work we do here in our San Antonio tax office on behalf of our clients. (Frankly, we work the entire year so that these past few months would NOT be as crazy as they might otherwise be.) Nope, I'm referring to one of the [...]

By |2021-12-29T08:24:17+00:00April 28th, 2017|Blog|Comments Off on Tax Freedom Day And Amended Tax Returns For San Antonio Taxpayers

A Tax Day Thank You From Sherry Tolbert

Lifting my heavily-lidded eyes to peer up through the haze of government forms and procedures, I peek at the calendar, which today said: April 17. (If any of the above sounded slightly poetic, that's the coffee talking; I'm a San Antonio tax accountant, after all.) Yes, today is an extremely busy day for us here [...]

By |2021-12-29T08:25:17+00:00April 17th, 2017|Blog|Comments Off on A Tax Day Thank You From Sherry Tolbert

Considering Filing A Tax Extension In San Antonio? Read This First.

Last week, I wrote all about those deadlines. <shiver> I know for a fact that the very word can strike pain and anxiety into the hearts of certain of my clients (who shall remain nameless). So, this week ... well, I'm going to give you the chance to exhale a little. It'll be like a [...]

By |2021-12-29T08:26:56+00:00April 14th, 2017|Blog|Comments Off on Considering Filing A Tax Extension In San Antonio? Read This First.

Sherry Tolbert’s List of What Else Is Due On April 18th

It's "go time" around here. Our phones are buzzing, the email inboxes are overflowing, but we are focused like a laser beam on giving our clients the BEST service for their time (and wallet), and ensuring that nobody is paying Uncle Sam more than they should. We've invested a lot into this time of year [...]

By |2021-12-29T08:31:28+00:00April 7th, 2017|Blog|Comments Off on Sherry Tolbert’s List of What Else Is Due On April 18th

Sherry Tolbert’s Simple Two-Step Trick for Conquering Procrastination

Apparently, the Republican Congressional leadership understands the impulse of procrastination. Bringing the health care reform bill to an actual vote last week (after months of touting their intentions to repeal the ACA) proved, in fact, to be a difficult task. And so until we hear otherwise, we remain with the status quo. Your opinion of [...]

By |2021-12-29T08:33:15+00:00March 31st, 2017|Blog|Comments Off on Sherry Tolbert’s Simple Two-Step Trick for Conquering Procrastination

4 Very Common Mistakes San Antonio Investors Should Avoid When Opening An IRA

There are so many different messages coming out of DC, per the media, that if you try to make sense of it all through the mass media lens, then you're bound to work at cross purposes with yourself. There's the Republican health care bill, and the current version of the bill is dominating political headlines. [...]

By |2021-12-29T08:35:17+00:00March 24th, 2017|Blog|Comments Off on 4 Very Common Mistakes San Antonio Investors Should Avoid When Opening An IRA

Why You Should Consider Giving Away Your Tax Refund by Sherry Tolbert

This past Sunday, the NCAA revealed the brackets for March Madness. The country will be inflicted with a particular form of hysteria these next few weeks, but unfortunately, this little national hoops holiday isn't one which my staff and I get much chance to participate in. We're too busy doing your taxes! Yep, this is [...]

By |2021-12-29T08:36:11+00:00March 17th, 2017|Blog|Comments Off on Why You Should Consider Giving Away Your Tax Refund by Sherry Tolbert
Go to Top