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Social Security Planning

The official Social Security website
HelpWithMySocialSecurity.com by Jim Saulnier & Associates, "Northern Colorado's Retirement Planning Guides." These guys know their stuff!

Affordable Care Act (ACA) (aka Obamacare)

As of January 1, 2014, the ACA requires you and each member of your family to have qualifying health insurance (called minimum essential coverage), have an exemption, or make a "shared responsibility payment" when you file your federal income tax return. Yes, the IRS is tasked with administering the tax provisions included in the law.

If you get your insurance coverage through the Health Insurance Marketplace, you may be eligible for a Premium Tax Credit. This credit can be paid in advance to your insurance company or to you when you file your tax return.

ObamaCare Facts
HealthCare.gov - Does your state have a Marketplace? Click here to find out.
The Department of Labor's webpage with links to help explain the law.
Colorado's marketplace - for individuals, families and small businesses looking to buy health insurance. You must be a legal Colorado resident under age 65. Small businesses with up to 50 employees can also shop here.
IRS Affordable Care Act Tax Provisions for Individuals and Families
A subsidy calculator from The Henry J. Kaiser Family Foundation. See how much of a premium subsidy you may be getting.
Three tools for estimating healthcare related credits and payments from the Taxpayer Advocate Service

Tax Return Resources

Tax Organizer: If you are a new client and would like a basic tax organizer to fill out for us, let us know.
If you need help valuing your non-cash charitable contributions, visit T he Salvation Army's website.
High-Low Per Diem Amounts; SIFL Rates
IRS Interest Rates, AFRs

Have QuickBooks® questions?

We can help! We've been using QuickBooks for over 20 years. Check out our Accounting Services.

Read our list of the top 15 QuickBooks mistakes that clients make.

General

If you'd like me to disclose information to a 3rd party, please complete and return the Consent to Disclose Tax Return or Other Information .
Want to become more organized? Read this AICPA brochure to get you started, Setting Your Financial Records Straight .
Why is Recordkeeping Necessary?
What is a CPA?
Ask questions throughout each phase of your life.
Charity Navigator - Helping charitable givers to make intelligent decisions by providing information on over 5,000 charities and by evaluating the financial health of each of the charities.

ldentity Theft

IdentityTheft.gov - the federal government's one-stop resource to help you report and recover from identity theft.
Tax-related identity theft resources from the IRS.
If your tax-related identity is compromised, follow this checklist from the AICPA to guide you through the steps to help mitigate the damage.

College Financial Aid Information

Finaidfacts.org - A nice starting point when just learning about college financial aid.
Fastweb - This site contains every federal, state and private scholarship, loan or grant program in the United States.
SimpleTuition - A completely free online resource center for students and parents looking to finance a college or graduate school education. They have information on financial aid, student loans, consolidation, and a very handy loan comparison tool.
The SmartStudent guide to financial aid - www.finaid.org
CollegeBoard.com - The College Board is a not-for-profit membership association whose mission is to connect students to college success and opportunity. Founded in 1900, the College Board is composed of more than 5,700 schools, colleges, universities and other educational organizations. Each year, the College Board serves seven million students and their parents, 23,000 high schools, and 3,800 colleges through major programs and services in college readiness, college admission, guidance, assessment, financial aid, enrollment, and teaching and learning. Among its best-known programs are the SAT®, the PSAT/NMSQT® and the Advanced Placement Program® (AP®). The College Board is committed to the principles of excellence and equity, and that commitment is embodied in all of its programs, services, activities and concerns.
Application for Federal Student Aid (FAFSA)
Collegesavings.org - This site provides detailed information about 529 college savings plans and allows you to compare plans from around the country.
Savingforcollege.com - Objective information about Section 529 college savings plans and other ways to save and pay for college. They do not sell investments or offer individual investment advice. Instead, they compile and analyze the information that will help parents and financial professionals ease the pain of constantly rising tuition.