Elevated Financial & Tax

04/15/2024

Questions about the market or your investments? Schedule a meeting here: https://elevatedft.com/

The latest issue of Market Week is available.

03/01/2024

It's that time again: tax season! 📅

As a reminder:

✅ Individual tax deadline is Monday, April 15th
✅ Tax filing deadline for C corporations is April 15th
✅ Tax filing deadline for S corporations and partnerships is March 15 for calendar-year businesses. Fiscal year businesses need to file by the 15th day of the third month following the close of your tax year.

We know thinking about your taxes can be a bit daunting, but the good news is that our team is here to guide you through every step 🤝 To make the process as stress-free as possible, we recommend getting in touch with us as soon as possible.

You can get the ball rolling by sending us a message or calling the office. Once we hear from you, we'll promptly send over the next steps. Let's tackle this tax season together!

02/19/2024

The latest issue of Market Week is available.

02/16/2024

The tax filing deadline for S corps and partnerships is just around the corner for calendar year businesses – March 15 🗓️📢 Fiscal year businesses need to file by the 15th day of the third month following the close of your tax year.

Be sure to file on time to avoid any late-filing penalties and keep your business in good standing with the IRS.

Haven't started yet? Reach out to our team as soon as possible; we’d love to help you out!

12/21/2023

Start planning for 2024 now! Have questions? Schedule a meeting today at https://elevatedft.com/!

Some key limits for retirement account savers are higher in 2024.

07/31/2023

Quuestions about the market and your investments? Schedule a meeting today at https://elevatedft.com/ to get your questions answered!!

Stocks closed higher last week on news of fading inflation.

07/17/2023

Questions? Schedule an appointment today at https://elevatedft.com/!

Wall Street saw stocks fall for the second straight week.

07/03/2023

Happy almost-4th of July, everyone ❤️🤍💙 We hope you have a great Independence Day filled with good food, laughter, and plenty of time to relax.

Our team will be out of office doing just that on Tuesday, July 4. If you have needs or questions, feel free to reach out, and we’ll get back to you upon our return!

06/18/2023

Today, we want to say a very Happy Father’s Day to all of the fathers and father figures in our network 🎉 Enjoy this day dedicated to you–and to all of the love, laughs, and lessons you’ve imparted 🧡

05/29/2023

On this Memorial Day, we wanted to take a moment to honor the fallen soldiers who fought bravely for our country’s freedoms.

05/14/2023

Happy Mother’s Day 🌷 We just wanted to take a moment to wish all the mothers in our lives a wonderful day! We know you do a lot and hope each one of you knows how appreciated you are. God bless each one of you!

05/10/2023

"Help secure your retirement with a Safe Harbor 401k plan. Contact us today to learn more about this employer-sponsored retirement plan that offers benefits to both employers and employees. "