Oceanview Tax Solutions

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Oceanview Tax Solutions

Here at Oceanview, we make the tax filing process as easy as possible for our clients.

03/24/2023

Why Hire a Tax Pro?

💎It can save you money. If your tax preparer finds even one deduction or tax credit you may have missed, it can easily exceed the fee it costs to have a professional prepare your return.

💎It saves you time. The Internal Revenue Service reports that it takes nearly 20 hours to complete the average tax return with deductions. Your time is worth money. How much is it worth to you to get that time back?

💎Tax professionals can answer your questions and resolve issues. It’s very likely you will have questions about your taxes. Calling the IRS means you could be on hold for hours. Tax professionals can answer most of these instantly.

💎The tax code is very complicated. Professional tax preparers keep up with it and all those changes each and every year so you don’t have to.

💎You gain peace of mind. Just knowing that a professional is handling your taxes reduces stress. Making mistakes can be very costly. In terms of missed deductions or triggering an IRS letter or audit; a tax professional can help eliminate errors and ensure your returns are prepared correctly. You benefit with money-saving tax planning. Tax professionals can advise you now and all year round on the best strategies to make smart tax-saving decisions.

💎Your previous returns can be also reviewed. A tax professional can look at your past returns to see if any deductions were missed and, if so, amend them for you.

💎You can reduce your risk of an audit. And, if you are audited or the IRS starts asking questions you can’t easily answer, a professional tax preparer knows how to deal with the IRS.

💎It takes the hassle out of doing it yourself.

Book your consultation with me:
📞+1813-564-5778
📩 [email protected]

03/24/2023

CRA requires you to keep your documentation for 6 years after each tax year.

Everyone wants to save money on taxes and claiming additional medical or donation receipts may seem fine at the time, but there is always a risk that you can receive a review letter from CRA which will request copies of actual receipts.

In order to prevent this I would highly recommend putting systems in place so that all of your receipts are well documented and can be easily accessed.

Book your consultation with me:
📞+1813-564-5778
📩 [email protected]

03/24/2023

Here is a list of common personal tax deductions that get missed:

✅ Moving expenses: If you moved at least 40 km closer to your new work location or school, you may be able to deduct part of your moving cost.

✅ Professional dues: Fees paid to a professional organization are a tax deduction in the year it was paid. Physicians & other medical professionals can deduct annual membership fees & the cost of malpractice insurance.

✅ Carrying charges: Fees paid to a financial advisor to manage non-registered investments & financial advice.
(Can’t claim fees paid for RRSP or TFSA accounts)

✅ Child care: If your child attends a childcare facility, the fees you pay are deductible. This includes day camps & day sports schools where primary goal of the camp/school is to provide childcare.

✅ Medical expenses: This includes dental, massages, chiropractor, vision, prescriptions & so much more.

Book your consultation with me:
📞+1813-564-5778
📩 [email protected]

03/22/2023

As you think about your future, what kind of life do you want? Do you want to retire early, take several vacations per year, start a business, pay for your children to go to college?

It’s important to get clear on the things that are important to you. Once you have clarity, be relentless in setting goals and making decisions aligned with your values.

So many times we allow society, our family, our friends influence our decisions and we end up unhappy. Our mental and financial health is up to us!

In 2023, normalize saying “No” to things without feeling the need to explain yourself.

This is how you create peace and find joy in your life. ✨

❤️ if you agree and share with a friend that needs this reminder.

Book your consultation with me:
📞+1813-564-5778
📩 [email protected]

03/22/2023

Spend some time this weekend focusing on you and the things you have been waiting for the perfect time to do. Ask yourself:

Why can't you start?
What do you need in order to get started?
What would your life look 6 months from now if you start today?
What do you need to get started?

And then...get to work! Do it for you. You deserve it!

Book your consultation with me:
📞+1813-564-5778
📩 [email protected]

03/22/2023

Have you ever experienced something that just stops you in your tracks?
Extend grace to yourself if you’re not where you want to be. You will get there. But whatever you do, embrace life!

Book your consultation with me:
📞+1813-564-5778
📩 [email protected]

03/20/2023

 Errors, such as incorrect Recovery Rebate Credit information
 The return is incomplete
 The return needs further review in general
 The return is affected by identity theft or fraud
 The return includes a claim filed for an Earned Income Tax Credit or an Additional Child Tax Credit

Book your consultation with me:
📞+1813-564-5778
📩 [email protected]

03/20/2023

Did you know that you can track your refund?

There is an online tool that has been enhanced to allow taxpayers to check the status of their current tax+year and two previous years' refunds.

You can select any of the three most recent tax years to check their refund status. You will need your Social Security number or ITIN, filing status, and expected refund amount from the original filed tax return for the tax year they're checking.

Book your consultation with me:
📞+1813-564-5778
📩 [email protected]

03/20/2023

A reminder (in case you need it)

Thousands of people have lost millions of dollars and their personal information to tax scams. Scammers use regula mail, telephone, or email to set up individuals, businesses, payroll, and tax professionals.

The IRS doesn't initiate contact with taxpayers by email, text messages, or social media channels to request persona or financial information. Recognize the telltale signs of a scam.

Tax season is prime time for phone scams

With the new tax season starting, the IRS reminded taxpayers to be aware that criminals continue to make aggressive calls posing as IRS agents in hopes of stealing taxpayer money or personal information.

Book your consultation with me:
📞+1813-564-5778
📩 [email protected]

03/17/2023

Hiring a tax specialist is not something you should do with your eyes closed. Weigh the expense of making a mistake and the advantages of having a trusted advisor on your side.

Book your consultation with me:
📞+1813-564-5778
📩 [email protected]

03/17/2023

We are here to assist you in navigating your tax audit with simplicity, peace of mind, and confidence. Allow us to make things happen for you in a timely and professional manner.

Book your consultation with me:
📞+1813-564-5778
📩 [email protected]

03/17/2023

Feel assured that if the need arises, our business will handle everything for you so you may focus on what is most important to you

Book your consultation with me:
📞+1813-564-5778
📩 [email protected]

Address

1005 W Busch Boulevard Ste 201A
Tampa, FL
33612

Website

https://onboardible.com/client/invitation/OceanviewTaxSolutions/Minerva

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