Joshua Ortego’s Tax Extension Tips

Well, here we are. The personal filing deadline (April 18th) is *so* close. Yes, it’s officially the final week of tax season — and we are working our tails off for our clients! There’s a lot of “business” in this note, so please make sure you read it all — it could make a huge difference. (Honestly, I much prefer … Read More

Joshua OrtegoJoshua Ortego’s Tax Extension Tips

Joshua Ortego’s Quick Guide to How to Work Smart

“I’ll get to it later…”No, I’m not talking about us doing your tax return! But come on — haven’t we all uttered that magical phrase, capable of assuaging all our fears, and brilliantly putting off tomorrow what could have been put off today? I’m talking to you, Mr. [or Mrs.] Procrastinator. Yet, do not fear! I’m not here to browbeat, … Read More

Joshua OrtegoJoshua Ortego’s Quick Guide to How to Work Smart

Joshua Ortego’s 3 Essential Areas For Disaster Planning

I’m not just talking about tax disasters here. (And those are very real — believe me when I tell you that there have been a few clients who didn’t allow us to help them do some basic tax planning for this past year, and who are now reaping the whirlwind of unfortunate — and avoidable — tax bills. More about … Read More

Joshua OrtegoJoshua Ortego’s 3 Essential Areas For Disaster Planning

Joshua Ortego’s Four Reasons For Monthly Financial Reports With Your Partner

The other day was the first day of spring — which seems to always rush past me in a caffeine-soaked blur. As you may understand, we’re a little “busy” this time of year! (This year, by the way, has been very encouraging on a variety of fronts — mostly because I have been excited to see some wonderful developments in … Read More

Joshua OrtegoJoshua Ortego’s Four Reasons For Monthly Financial Reports With Your Partner

Joshua Ortego’s Thoughts On Taxpayer Guarantees

The brackets are all set — well, by that I mean, the NCAA basketball brackets … the TAX brackets have been set for quite some time, and we’ve been spending our days with them far more than any basketball bracket! I know the struggle is real for normal humans around these next few weeks to stay focused, but it’s not … Read More

Joshua OrtegoJoshua Ortego’s Thoughts On Taxpayer Guarantees

Price’s Top 5 Tips for Smart Spending

We’re officially into the season that we get really and truly busy. Even with the extended tax deadline of April 18th this year, I know that some of our clients are still gathering their paperwork for their taxes — and I wanted to say: many happy returns to you in the effort. (See what I did there? “Many happy returns”? … Read More

Joshua OrtegoPrice’s Top 5 Tips for Smart Spending

Price’s Top 10 Tax Document Checklist (Again)

A little while back, the IRS released a study which showed that the average time it takes ALL taxpayers to do their taxes is a total of 18 hours. The number is even higher if you don’t just use the 1040EZ form. Seeing that figure once again reminded me of the service we get to provide. Truth be told, it … Read More

Joshua OrtegoPrice’s Top 10 Tax Document Checklist (Again)

Price’s Five Commitments For Marriage And Money

I’m going to start off this blog post with asking for a small favor — would you take a few moments and leave an honest review on Yelp or Google Maps about your experience with us? And obviously, if you have NOT yet used our services for preparing your taxes or helping with your books, it wouldn’t quite make sense … Read More

Joshua OrtegoPrice’s Five Commitments For Marriage And Money

Joshua Ortego’s 3 Steps To Protecting Your Children’s Financial Future And More

We are just about two months away from the tax deadline. This year (2016) the tax deadline happens to be April 18th, instead of April 15th, due to special a holiday in Washington, DC (“Emancipation Day”). More info here, if you care: http://1.usa.gov/1PzSzZL And for those of our clients in Maine or Massachusetts, you get one additional day because of … Read More

Joshua OrtegoJoshua Ortego’s 3 Steps To Protecting Your Children’s Financial Future And More

Joshua Ortego On How To Handle A Lost W2

The leftover guacamole is turning brown, Peyton Manning may or may not have ridden his last rodeo, and PuppyMonkeyBaby has surely established some kind of new standard for Super Bowl Commercial Weirdness. The NFL season is officially in the books. In my opinion, the ads were decent (and certainly cheerier than last year), the game was “ok” (especially so for … Read More

Joshua OrtegoJoshua Ortego On How To Handle A Lost W2