Blog
1099-K Reporting Requirements: Clearing Up Confusion for San Antonio Taxpayers
The anniversary of 9/11 always reminds me that our lives can be changed dramatically in the span of a day. We could not have imagined on September 10 that such tragedy would strike or that so many people’s lives would be changed. It’s one of the reasons it’s so...
San Antonio Car Shopping in 2023
Enjoy your long weekend soaking up the final vestiges of summer? Last minute visits to your San Antonio pool, outdoor amusements, a little grill-out … maybe buying a new car?Typically Labor Day is one of the biggest car shopping days of the year. As dealers look to...
What Rising Mortgage Loan Rates Mean for San Antonio Home Shopping
It’s almost September as I write this. First, I need to remind you that the filing deadline for tax extensions is nearing. October 16th will be here before you know it:(830) 331-9218 If you’ve comfortably waited around at home thinking you have plenty of time to...
The Good & Bad of Unfiled Tax Returns for San Antonio Taxpayers
You may have seen the recent headlines announcing that Americans left almost 1.5 billion dollars in unclaimed tax refunds in 2019 because of unfiled tax returns.That’s a lot of money that will become the property of the U.S. Department of the Treasury when it could...
How an Identity Protection Pin Can Save San Antonio Taxpayers
Here we are, nearing the end of August, looking September and fall in the face. And that calls for a couple tax-related reminders.1. If you’re a teacher... you’re a true San Antonio hero, which is why I want to make sure you remember that you can claim up to $300 for...
Energy Efficient Home Improvement Kickbacks for San Antonio Homeowners
I want to start today by sending my thoughts to those suffering and grieving in Maui. You’ve likely heard about the wildfires raging there (the deadliest in more than a hundred years, actually, with search efforts only just beginning). If you’re at all interested in...
Watch Out for Tip Creep in Your San Antonio Business
I’m sure you’ve noticed the rising pressure to tip in recent years. You go to pay for your drip coffee, the barista flips over the kiosk, and you’re confronted with the request to tip.And also wondering… Am I obligated to tip you to pour a cup of drip?Of course, no...
Check Payment Alternatives to Consider Now, San Antonio Friend
Remember when music went digital? No more massive stacks of CDs or worries over scratched discs. You could exchange all of that for your first-generation iPod that fit in your pocket.But if you’re old enough to remember that, you also remember a less-than-legal shared...
Could Tax Refunds Be Waiting for You, San Antonio Taxpayers?
Well, let’s start with some good news on the economic front. After the latest earnings reports, it looks like the GDP is doing better than analysts thought thanks to consumer spending and an aggressive investment attitude by businesses this year. Recession fears...
Estimated Tax Payments: A Reminder for San Antonio Business Owners
Unless you're a tax pro like me (who lives and breathes this stuff), you want to think about taxes as little as possible. Especially post-tax deadlines. Out of sight, out of mind until next year, right? Not really.If you're a local San Antonio business owner...
Michael Essick on Insurance Planning for Life’s Big Changes
Looks like another (and most likely final) fed interest rate hike is expected this week. Curbing inflation never seemed so expensive, am I right?Because your dollar just doesn’t seem to go as far as it used to, being more focused on tracking your money is more...
A Restarting Student Loan Debt Repayment Guide for San Antonio Borrowers
Man, I love summer. Longer days, time outside in nature, burgers on the grill… scorching hot weather… Okay, so that last part not at all. And the heat continues to turn up across the US and parts of Europe (it was so hot they closed the Acropolis multiple...