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About | Reasons to Hire Sechrest & Associates CPAs

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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.
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