|
|

About | Reasons to Hire Sechrest & Associates CPAs
|
|
 |
The fact that you’re viewing this website shows your interest in our professional services. You are in the right place if any of the following pertain to you and/or your businesses.
Business-related
- Own your own business (or are a partner/shareholder in a business).
- Do business in multiple states.
- Are looking to start a business.
- Use your personal car for business.
- Have workers that you need to issue W-2s and/or 1099s to.
Real-estate related
- Own rental property.
- Use part of your house for your business (i.e., a “home office”).
- Are buying and/or selling a house.
- Are making energy-efficient improvements to your house.
Family-related
- Are paying and/or receiving alimony and/or child support. Are getting divorced.
- Have higher education (after high-school) expenses and/or student loans.
- Are getting / just got married.
- Have a special-needs individual in your family.
- Just had a child. Are adopting a child.
- Are a same-sex couple.
- Are planning on applying for financial aid within the next few years.
Household-related
- Have household workers (nanny, babysitter, etc.).
Employer-related
- Have stock from your employer (stock options, restricted stock, employee purchase plan stock, employer stock owned in a 401k, etc.).
- Changed / are changing jobs.
Health-related
- Have significant medical expenses. Have long-term health care expenses.
- Have had a spouse or a parent recently die.
Finance- and/or legal-related
- Receive a K-1.
- Are named as an Executor of an estate when someone dies.
- Are named as a Trustee in a trust document.
- Want to save for retirement.
- Buy and/or sells stocks, bonds, mutual funds, other investments.
- Have any foreign (non-US) bank accounts (including Canada!).
- Have received a notice from the IRS or your State's Department of Revenue about tax returns already filed (or that need to be filed!).
- Have a retirement account (such as an IRA, 401k, SEP-IRA, Roth IRA, 403b, Keogh, 457, Defined Benefit plan).
- Make charitable contributions.
- Make quarterly estimated tax payments during the year.
- Need to take required minimum distributions from a retirement account.
Other
- Have income that fluctuates from year-to-year.
- Are moving from 1 state to another.
- Have a CPA that is going to be retiring shortly.
|