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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: March 2023

Mar 01, 2023

Recent legislation is taking a broad sweep at retirement accounts. While many of the rule changes are implemented over a number of years, some of them are important to know about right away. Summarized in this issue are some of the more important provisions.With the pending flow-through filing deadline on March 15th, it is important to understand the nasty late-filing penalty the IRS imposes. So if this impacts you and your side business, review this article.There are also ideas to help review your homeowner's insurance policy and a great article outlining tips to think about if you are looking to supplement your income during retirement.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.

Client Update Newsletter: February 2023

Feb 01, 2023

Now that tax documents have started arriving in your inbox and mailbox, it's easy to set them off to the side to worry about later. There may be some benefit, however, to filing your tax return as soon as you can. In this month's newsletter, read about several reasons why you should consider filing your return early.There are also tips to help make sure the preparation of your tax return doesn't get stuck, and the keys to success if you're an independent contractor.Also read about 3 rules to help jumpstart your savings.As always, feel free to reach out with any question or comments. read more.

Client Update Newsletter: January 2023

Jan 04, 2023

It's tax time! In the next couple of weeks you will be inundated with W-2s and various informational tax forms like 1099s. By paying attention to them, ensuring their accuracy, and that you are getting them all, you will be miles ahead in getting your tax return done. Spend a minute reviewing ways to get your tax information organized. Then consider some alternatives to the traditional new year's resolution craze.All this plus new inflation adjustments are providing a retirement contribution opportunity for those who plan, plus ideas on resolving common financial surprises that will take the sting out of most of them.As always, feel free to reach out with any question or comments. read more.

Client Update Newsletter: December 2022

Dec 07, 2022

With the hustle and bustle of the holiday season, it's easy to overlook that tax season is right around the corner. To help you make the most of potential tax saving moves before the end of 2022, this month's newsletter features several year-end tax cutting ideas.Also have fun with the entire family by testing your holiday song knowledge! Plus, read about how to protect yourself from identity thieves during the upcoming tax season, and how to look at whether it is time to replace your old vehicle versus paying for another costly repair.Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have. read more.

Client Update Newsletter: November 2022

Nov 02, 2022

Social Security recipients got some great news about their benefits. Check out this month's newsletter to learn more about the cost-of-living increase for 2023.Also read about several tax court cases and what they might mean for your situation, how to raise a financially savvy child, and how to avoid gift card fraud during the upcoming holiday season.Please feel free to forward this newsletter to someone who may be interested in a topic and call with any questions you may have. read more.

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