Lamberty & Pyle offers expert accounting and advisory services
Filing Taxes: Tips for First-Time Filers: • Gather Documents Early: Collect W-2s, 1099s, and other income records. • Check for Credits: Look into California Earned Income Tax Credit (CalEITC) and other benefits. • File Electronically: E-filing is faster, safer, and more accurate. • Use Free Resources: The Franchise Tax Board offers free filing help. • Meet Deadlines: California’s tax deadline usually aligns with the federal one—April 15.
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5 Tips on How to Set and Achieve Financial Goals • Define Clear Goals – Set specific, measurable, and realistic financial targets, like saving for a home or paying off debt. • Create a Budget – Track your income and expenses to allocate funds toward your goals efficiently. • Set a Timeline – Establish deadlines for short-term, mid-term, and long-term goals to stay motivated. • Review and Adjust – Regularly assess progress and make necessary adjustments to stay on track.
Lamberty, Pyle & Associates LLP provides expert accounting solutions
Track your income and expenses consistently to understand where your money goes. Use the 50/30/20 rule—allocate 50% for needs, 30% for wants, and 20% for savings or debt repayment. Reviewing your budget regularly helps you adjust spending, cut unnecessary costs, and stay financially secure.
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General Duties of an Accountant: 1) Handle tax information, including tax returns 2) Find and address any accounting discrepancies 3) Make applicable budget recommendations to businesses after analyzing trends 4) Maintain accounting processes Visit http://www.cpasllp.com/ to get the best tax advice!
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