SWM Planning, LLC

SWM Planning, LLC SWM Planning helps individuals and businesses with 1. Filing taxes 2. Financial planning and 3. Ongoing financial guidance for success! (Financial Consulting)

Merry Christmas 🎁🎄
12/25/2025

Merry Christmas 🎁🎄

Here is a reminder that taxpayers who pay estimated taxes have until this Friday to submit third quarter payments.My rec...
09/11/2023

Here is a reminder that taxpayers who pay estimated taxes have until this Friday to submit third quarter payments.

My recommendation is this: taxpayers earning income not normally subject to withholding should consider making estimated tax payments throughout the year.

The financial clarity of hiring a solid bookkeeper will do wonders for your business and peace of mind!Our goal is to ke...
09/01/2023

The financial clarity of hiring a solid bookkeeper will do wonders for your business and peace of mind!

Our goal is to keep your informed, educated, and efficient. Want to see how? Visit the link in the bio to schedule a call to learn more.

Real reviews from real customers! Always a pleasure to ensure that our clients' financial matters are in the best hands....
08/28/2023

Real reviews from real customers! Always a pleasure to ensure that our clients' financial matters are in the best hands.

We strive hard to deliver the quality results to clients. If there is an issue, we fix it asap! Earning and building upo...
04/24/2023

We strive hard to deliver the quality results to clients. If there is an issue, we fix it asap! Earning and building upon good reviews is critical for all business owners. Learning from bad reviews is important as well (and minimizing bad reviews!)

We want to deliver high quality service and results to you too!
04/12/2023

We want to deliver high quality service and results to you too!

Here are three things to keep in mind when determining whether you're eligible to deduct business-related rental expense...
03/11/2022

Here are three things to keep in mind when determining whether you're eligible to deduct business-related rental expenses.

To learn more about our tax preparation services, click the link in my bio for next steps.

For the 2021 tax year, the maximum eligible expense for this credit is $8,000 for one qualifying person and $16,000 for ...
03/08/2022

For the 2021 tax year, the maximum eligible expense for this credit is $8,000 for one qualifying person and $16,000 for two or more.

Looking for a reputable CPA that will work to ensure that you're maximizing your tax benefits? Visit the link in my bio to fill out our tax questionnaire for your quote and next steps!

Starting this Saturday in over 30 cities, you will be able to meet face-to-face on a walk-in basis on select Saturdays b...
03/07/2022

Starting this Saturday in over 30 cities, you will be able to meet face-to-face on a walk-in basis on select Saturdays between 9 am - 4 pm at a Taxpayer Assistance Center.

In addition to tax assistance, people can also ask about reconciling advance Child Tax Credit payments, receiving help resolving a tax problem, a tax bill, or an IRS audit.

**No tax return preparation will be available at any IRS TAC.**

Visit IRS.gov to see if a Taxpayer Assistance Center will be open near you.

If you are a business owner that's petrified of tax time, you're only one DM away from the accounting and tax prep help ...
03/04/2022

If you are a business owner that's petrified of tax time, you're only one DM away from the accounting and tax prep help that can save you thousands of dollars during tax time.

Click the link in my bio for your free quote for tax services.

Did you take advantage of digital currency buying and trading last year?At the top of Form 1040 and Form 1040-SR, you wi...
03/02/2022

Did you take advantage of digital currency buying and trading last year?

At the top of Form 1040 and Form 1040-SR, you will notice that you'll be asked about virtual currency transactions. All taxpayers filing these forms must check the box indicating either "yes" or "no."

Here's what a transaction involving virtual currency includes:

⭐ The receipt of virtual currency as payment for goods or services provided;
⭐ The receipt or transfer of virtual currency for free (without providing any consideration) that does not qualify as a gift
⭐ The receipt of new virtual currency as a result of mining and staking activities
⭐ The receipt of virtual currency as a result of a hard fork
⭐ An exchange and/or of virtual currency

If you've taken advantage of the digital currency market, and you want to ensure that you're filling properly, visit the link in my bio to learn more about how we can assist.

Here's what you can do tonight to prepare for the upcoming tax season:Create a folder that houses your important documen...
03/01/2022

Here's what you can do tonight to prepare for the upcoming tax season:

Create a folder that houses your important documents, including:

⭐ w2 forms
⭐ 1099 forms
⭐ virtual currency income documents
⭐ Form 1095-A Health Insurance Marketplace
⭐ Letter 6419 2021 Total Advance Child Tax Credit
⭐ Letter 6475 2021 Economic Income Payment

Remember, most income is taxable!

Address

7339 Madison Street
Forest Park, IL
60130

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 5pm
Saturday 10am - 5pm

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