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Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management. Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback.

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Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

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Small Business Tax Preparation

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed.

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TAKE CONTROL OF YOUR FINANCIAL FUTURE TODAY

Welcome to Our Online Office!

1040 Joint Form Coins

This new and exciting Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management.

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Explore our Online Office. There are many different ways to use the services here. You can:

  • Learn about the services we offer.
  • Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.
  • Stay Alert to tax and accounting news by reviewing the client newsletter.
  • Register Your e-mail Address to receive important announcements through Service PLUS!
  • Link to a variety of other helpful sites listed under Links.
  • Review Tax and Financial Topics of Interest in the Additional Pages section of our site

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. This web site is meant to be an extension of services provided to you.

Visit often as additional news and helpful information will be continually added in an effort to serve you better.You can also visist our other site for a list of our services.www.CajucomAssociates.com

 

NEWSLETTERS

Client Update Newsletter: October 2024

Oct 02, 2024

Achieving financial security for you and your family is no small task. With inflation and the allure of signing up for yet another monthly service, saving money can feel like an uphill battle. In this month’s newsletter, read about 5 ideas that can help you save money on your road to building wealth.Also learn about several tips to protect your Social Security number, why you should think twice before tapping retirement accounts to pay for emergencies, and ideas that can help your kids thrive this school year.Please pass this information on to anyone that may find it useful and call if you have any questions or concerns. read more.

Client Update Newsletter: September 2024

Sep 04, 2024

Reducing the amount of interest you pay over the life of a mortgage can yield huge savings! This month's newsletter provides an illustration of just how much you can save, even with as little as $10 a month.Also in this edition, find out how cancelled debt may leave you holding a bigger tax bill, why banks won’t always come to the rescue if you get scammed, and how to protect your valuables before thieves decide to pay your home or apartment a visit.As always, feel free to pass this information on to anyone that may find it useful and please call if you have any questions or concerns. read more.

Client Update Newsletter: August 2024

Aug 07, 2024

Scammers are always scheming up new ways to steal your money. At the same time, the altruistic IRS is trying to protect you by staying one step ahead of the fraudsters. In this month’s newsletter, read about the latest scams flagged by the IRS that you should be on the lookout for this summer.Also in this edition, find out how to avoid the back-to-school shopping trap, tips to increase the worth of your most valuable asset, and a list of buzzwords that can help expand your professional vocabulary.As always, feel free to pass this information on to anyone that may find it useful and please call if you have any questions or concerns. read more.

Client Update Newsletter: July 2024

Jul 03, 2024

Responding to a letter from the IRS isn’t a weekend do-it-yourself project that you should attempt to tackle on your own.In this month’s newsletter, learn why you should partner with a tax expert if you receive either a notification saying the IRS will be auditing you, or a notice that simply says another tax document was found and you owe an additional $100.Also in this edition, find out why retiring early is catching on FIRE, tips to avoid the summertime tax blues, and ideas to keep your summer energy costs as low as possible.As always, feel free to pass this information on to anyone that may find it useful and please call if you have any questions or concerns. read more.

Client Update Newsletter: June 2024

Jun 05, 2024

No matter what season of life you find yourself in, the IRS will probably find a way to tax it. In this month’s newsletter, read through several situations where a tax planning session might make sense to help you try and cut your 2024 tax bill.Also learn how to prepare yourself financially when purchasing a vehicle, several ideas to unplug during this year’s summer season, and why every impression matters in the world of business.As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns. read more.

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