How To Manage Money For New York/New Jersey Metro Millennials

How To Manage Money

I’ll tell you what… The month of May is beginning to look a lot like December. Definitely not because it’s cold out there, but with so much “end of school year” stuff happening these days, from graduation parties (ranging from pre-k “graduations” all the way up through college and beyond), to weddings (both royal and otherwise), to sports seasons wrapping … Read More

How To Manage Money For New York/New Jersey Metro Millennials

Lillian Turner-Bowman’s Three Tips For Resisting Financial Process Automation

Financial Process Automation

Did you see Google’s demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed … and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that machines and robots can engage in regular human interaction — with the human being … Read More

Lillian Turner-Bowman’s Three Tips For Resisting Financial Process Automation

A 12-Point Financial Health Check For New York/New Jersey Metro Families And Individuals

financial health

We are now fully engaged in our tax “off season” here in New York/New Jersey Metro. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We’re diving into the new tax legislation, and attending classes (online and in person) to get clarity, even as the IRS releases … Read More

A 12-Point Financial Health Check For New York/New Jersey Metro Families And Individuals

Four Tips For New York/New Jersey Metro Couples To Make Money and Marriage Work Together

money and marriage

It seems like crooks these days keep finding new ways to trick people here in New York/New Jersey Metro into giving them more money. And no, I’m not talking about Congress. Last week, for those of us in the tax professional world in New York/New Jersey Metro who are paying attention (because let’s be honest — many of our colleagues … Read More

Four Tips For New York/New Jersey Metro Couples To Make Money and Marriage Work Together

3+ Reasons Why New York/New Jersey Metro Taxpayers Might Need to File an Amended Return

amended return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our New York/New Jersey Metro office door on April 15th (the 17th this year — er, the 18th, because of the IRS “issues”), I feel a huge weight lift off of my shoulders. Going home that day is very nice. We work hard … Read More

3+ Reasons Why New York/New Jersey Metro Taxpayers Might Need to File an Amended Return

The Joys Of Providing Professional Tax Services To New York/New Jersey Metro

Professional Tax Services

Well, our primary work for this tax season in New York/New Jersey Metro has just about wrapped up. But notice I said “primary”, there … you see, unlike some professional tax services in New York/New Jersey Metro, we make it a point to do a bit more than simply “fill out forms” on your behalf. I’ll tell you more about … Read More

The Joys Of Providing Professional Tax Services To New York/New Jersey Metro

Lillian Turner-Bowman’s Tax Extension Breakdown

tax extension

It’s the final full week of tax season, and our office in New York/New Jersey Metro is hopping! But yes, I’m still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right around the corner. And, fret not — if you have … Read More

Lillian Turner-Bowman’s Tax Extension Breakdown

Filing Late On Taxes? You Might Actually Be Among New York/New Jersey Metro’s Smartest

Late On Taxes

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you’re filing late on taxes this year, let’s talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as possible. If you’re still a bit spooked by that deadline, well, it might be … Read More

Filing Late On Taxes? You Might Actually Be Among New York/New Jersey Metro’s Smartest

The Behavior Profile of Our New York/New Jersey Metro Clients with the Highest Level of Financial Security

Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for personal tax returns away from April 15th (the 17th this year), well … I … Read More

The Behavior Profile of Our New York/New Jersey Metro Clients with the Highest Level of Financial Security

Lillian Turner-Bowman’s 6 Negotiation Tips To Get What You Want

Negotiation Tips

Well, the brackets are set — and the nation’s collective basketball madness has begun. Billions fly around every year for this tournament (probably much of it not reported on Form W-2G!), and it’s become a huge part of this season, as you no doubt know. But there is another, often-unnoticed, part of this season that always makes me shiver a little … Read More

Lillian Turner-Bowman’s 6 Negotiation Tips To Get What You Want