Unifirst Financial

09/04/2024

Lets support our Veterans of Foreign Wars VFW

If you are a democracy-loving high school student interested in a $30,000 college scholarship or a patriotic middle school student interested in winning $5,000, these scholarships may be for you.

09/04/2024

If you are a democracy-loving high school student interested in a $30,000 college scholarship or a patriotic middle school student interested in winning $5,000, these scholarships may be for you.

09/04/2024

OUCH! My bank did not replace my stolen funds! Learn why.

Reducing the amount of interest you pay over the life of a mortgage can yield huge savings! This month's newsletter provides an illustration of just how much you can save, even with as little as $10 a month. Also in this edition, find out how cancelled debt may leave you holding a bigger tax bill, w...

09/03/2024

Today is a great day to pledge your act of kindness anytime in . Visit payitforward911.org and scroll down to our global map; click the blue button and answer just a few easy questions... and you have joined our movement of . Thank you for keeping the ripple effect going to remember those lost on 9/11.

09/03/2024

It's time... have you registered your good deed on our Global Map of Kindness? Visit payitforward911.org, scroll down to the map, and click the blue button to put YOUR heart on the map. Join us!

09/01/2024

Happy Labor Day !
https://ecard.resourcesforclients.com/?ecid=1725150563-66d3b563403fe&u=9VtUvLxnee6Q

08/30/2024

Taxes and the amount you pay is not all up to chance. Here are a dozen reasons to sit down with a professional to review your situation.

08/23/2024

Avoid the mismatch tax headache. Here are some tips.

One of the most common types of audits is a correspondence audit caused by reporting inconsistencies with information supplied to the IRS. Here is a tip to keep this from happening to you.

08/22/2024

Need to have gold? Contact us.

Rising prices led the value of a gold bar to new heights. Gold bars weighing 400 troy ounces are now valued at $1 million after the price of the precious metal hit $2,500 an ounce.

08/17/2024

EMPOWERING AMERICAN CONSUMERS---
Transform Your Financial Future Today.
Contact us at co-ffee.org

08/16/2024

Standard deduction limits remain high through 2025. But there are exceptions. Check out these opportunities.

If you own a home you probably itemize your deductions on your tax return. But what if you do not itemize? Can someone using the standard deduction still get a tax break?

08/15/2024

Our team at Unifirst Financial & Tax Consultants is here to help with our secured file portal at unifirstfinancial.securefilepro.com. Contact us today >>> calendly.com/pdanderson.

08/10/2024

THURSDAY THOUGHT: Have You Taken The Tax Challenge?
How does your retirement portfolio stack up?
Check it here > Tax Challenge | Patrick Anderson (https://taxchallenge.provenwealthstrategies.com/?personID=558650&linkID=Text1Link)

08/09/2024

Basis. A tax term that can be anything but obvious. Here is what you need to know.

This commonly used tax term is anything but common to most of us. Knowing the basics of basis can serve to lower your tax obligation when you sell property.

08/08/2024

WORRY OR WORK: Wednesday Wisdom is pivotal - a make-or-break moment in your week. It's the tipping point towards success or decline at work. Embrace this Wednesday with all your might. Let's support you in crafting a worry-free financial plan. Contact us today.

08/06/2024

TUESDAY TALK: Engage in meaningful conversations with a friend, co-worker, boss, business owner, or advisor. Discover the power of kindness in business with Linc of Virginia Kitchen. Share your TUESDAY TALK with us at calendly.com/pdanderson today.

08/05/2024

Monday Moments! How productive or stressful are you today?

08/03/2024

Enjoy everyone in VA.

08/02/2024

Most workers ignore Social Security benefits until they are ready to retire. Bad idea. This is how it works.

When you're young, Social Security is often the last thing you think about. But it's NEVER too early to understand how it works. It can make a large difference in the amount of the checks you will eventually be receiving.

08/01/2024

USA-made products from American manufacturing is a big deal – it supports over 17 million jobs across the country and contributes over 12% to U.S. GDP. Buying products with the Made in USA label keeps those jobs and our economy thriving. We are "MadeInTheUSA".

07/30/2024

A recent Treasury Department inspector general audit discovered that employees and contractors of the Internal Revenue Service collectively owe $50 million in back taxes.

07/26/2024

Is your personal information secure? It should be, per the federal government. Here is what you need to know.

Personally Identifiable Information, or (PII), is in the spotlight at the IRS and FTC. You should know what it means and how it applies to you and the protection of your tax information. Here are some thoughts.

07/24/2024

Contact us at calendly.com/pdanderson today.

07/19/2024

I'm attending the Finance and Accounting Tech Expo on October 29-30, 2024!

Join me at the One-Stop Source For All Finance And Accounting Technology.

Register today: https://i.snoball.it/p/d76U/t/1

The largest gathering of finance and accounting technology professionals in the country is coming in 2024.

07/19/2024

Keeping a good record keeping system is essential to your audit defense plan. Start now to avoid having to track down old receipts during an audit.

Separating truth from fiction about IRS audits is an important exercise for everyone. Here are 5 audit myths that, if believed, can cost you.

07/17/2024

This plan can be a great part of your overall retirement strategy because it can provide guaranteed income for life, plus the flexibility to help address those unexpected what-ifs. Contact us at calendly.com/pdanderson today.

07/12/2024

Is your activity a hobby or a business? You might be surprised by the tax savings in your future if you get this one right.

Turning your hobby into a business can get you a big tax benefit if you do it right - or a big tax headache if you do it wrong.

07/05/2024

Selling stock at a loss? Know the wash sale rule before you do.

If selling a stock or mutual fund to book a loss for your tax return, the wash sale rules are worth knowing. For the unaware, this rule could cost you a loss deduction.

07/03/2024

Learn why you should partner with a tax expert if the IRS comes knocking. Also, how retiring early is catching on FIRE, tips to avoid the summertime tax blues, and ideas to tame summer energy costs.

Responding to a letter from the IRS isn’t a weekend do-it-yourself project that you should attempt to tackle on your own. In this month’s newsletter, learn why you should partner with a tax expert if you receive either a notification saying the IRS will be auditing you, or a notice that...