AIM Tax & Mortgage

10/17/2022

We are looking for an experienced tax preparer for a seasonal position. Call 616-855-3300 x 2 if interested.

01/12/2022

If you received advanced payments for child tax credit, the following is extremely important.

Watch for the Letter 6475 and letter 6419 to be mailed in January.

Letter 6475 will state the amount received for the Economic Impact Payment (ie Stimulus Checks). Yes, your tax professional needs this information and no, it is not taxable.

Letter 6419 is for those that received the Advanced Child Tax Credit payments. If you did not opt out of these advance payments over the summer, you should receive this letter if you have littles that qualify you for the child tax credit. (17 and under). If you do not have children, you will not receive this letter.

It is very important to provide these letters to your tax professional. If you don't receive them, you can go to the IRS website and create an account to pull your transcripts.

Please do not rely on your memory for the amounts received. Getting it wrong will hold up processing of your return and your refund if one is due.

Start a folder now and place all of that important tax information in it as you receive it. And, please, open those envelopes, take the contents out, look at them. Keep the contents. Throw away the envelopes!

12/31/2021

Tax season is almost here. With over 35 years experience I will prepare your return as accurately as possible and at a reasonable price. Don't hesitate to call if you have any questions or to set up an appointment.

08/27/2021

Even if you don’t plan to buy a house for several years, you’ve probably started thinking about how to save for a down payment--these 7️⃣ steps can help you save for your next home purchase! 🏠

When buying a house, offering a big down payment can save you a lot of money in the long run. Here's how to save for a down payment the smart way.

08/26/2021

Are you trying to save money on your monthly utilities? Every little advantage you can get when it comes to reducing those monthly utility costs means more money at the end of the month in your checking account!--These are 1️⃣2️⃣ things you can do to lower those costs!

Reduce your utility cost per month with these strategies.

08/25/2021

Whether you're purchasing your first home or you tenth home, closing costs can be confusing--here is a great article explaining what to be prepared for on your home purchase! 🏠

Closing costs are funds paid at settlement. Although many of the costs are associated with financing, others are independent of the mortgage loan.

08/24/2021

Do you currently have an emergency fund? You never know when an emergency will strike--use this guide to make sure you have the proper emergency fund! 💸

An emergency fund is simply money you've set aside for unexpected events in life. This guide will help you be prepared for those unexpected moments.

08/23/2021

You might be more financially ready to be a home owner than you thought! 🏡
This simple tool can help point you in the right direction ⬇️⬇️⬇️

This Free Purchase Assistant has been designed to help narrow down options based on your individual needs.

08/22/2021

Check out these 9️⃣ August home maintenance and safety tasks and take preemptive measures to maintain the integrity of your home and to help protect your family!

Use these 9 August home maintenance and safety tips to help keep your family and home protected. This August Home Checklist will help

08/21/2021

Purchasing your home is just the first step-- the work of financial planning and budgeting does not stop once you collect the keys to your new home! 💰

Once the paperwork is signed and the keys are in your hand, these financial tips can safeguard your new home—and your ability to keep it.

08/20/2021

Would you rather have a brand new pool and a nice hot tub?? 🌊

08/19/2021

Do you have some big savings goals this year? If you’re looking for a place to start--here are a few things you can do to save up 💰
https://bit.ly/3hN1xrh