Financially Simple

Helping thousands of business owners and individuals destroy the complexity of money. Using easy-to-understand language and examples, we educate from simple concepts to complex financial strategies, all with the goal of making your business and personal life... financially simple.

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April 17, 2018
Tax Tip Tuesday Financial Blog Post

Not Ready for Tax Day? What to Do if You Need to File an Extension!

It’s tax day! Obviously, the best option is to file your taxes on time, even when you can’t pay what you owe. This will save you from the failure to file penalty. However, if your best efforts left you falling flat on finalizing your taxes today, all hope is not lost. You can file an extension, but you will still need to pay in order to not face fines or penalties. Here are some tips on how to handle things if you can’t finish today. 
April 16, 2018
business valuation meeting

How is a Small Business Valued?

When it comes to owning a business, it’s been stated that 80-90% of our net worth is tied up in our business. Many times business owners will go out and hire an investment advisor and pay them 1% to manage small portion. Yet, we’ll look all around trying to figure out how to grow the value of your business.
April 12, 2018
employee employer conflict based on assumptions

Simple Assumptions Can Lead to Employer-Employee Conflict

We’ve all heard the old adage about assumptions. It makes an… well you get the point. Recently I was part of a meeting that included a client and his employee. While I sat back and watched the two of them dispute of minute details, I could see both of their sides. They, however could not. Which lead me to ponder assumptions and the employee’s worth.
April 10, 2018
Tax Tip Tuesday Financial Blog Post

8 Common Tax Return Mistakes

To ensure your tax obligations are met, it is essential that you file an accurate tax return. If you make an error on your tax return, it will likely take longer to process and could delay your refund. Most of the common tax return mistakes can be avoided if you file electronically using the IRS Free File, the most accurate way to file. But if you don’t, here are the eight most common issues you might make when preparing your tax return:

Latest Article:

  • Tax Tip Tuesday Financial Blog Post
    Not Ready for Tax Day? What to Do if You Need to File an Extension!
    It’s tax day! Obviously, the best option is to file your taxes on time, even when you can’t pay what you owe. This will save you from the failure to file penalty. However, if your best efforts left you falling flat on finalizing your taxes today, all hope is not lost. You can file an extension, but you will still need to pay in order to not face fines or penalties. Here are some tips on how to handle things if you can’t finish today.