SRG Financials LLC

SRG Financials LLC SRG Financials LLC is committed to providing tax preparation, tax debt relief, financial counseling,

Know when to keep or throw out your tax records. Here is what you need to know.
09/17/2021

Know when to keep or throw out your tax records. Here is what you need to know.

Know when to hold them. Know when to toss them. Tax record retention basics can be found here.

Reminder: 3Q estimated taxes due Wednesday, September 15.
09/10/2021

Reminder: 3Q estimated taxes due Wednesday, September 15.

If you have not already done so, please plan to make your second quarter estimated tax payment. The due date is Wednesday, September 15th.

The IRS assumes you'll charge interest if you make personal loans, even to friends and family. Even if you don't charge ...
09/03/2021

The IRS assumes you'll charge interest if you make personal loans, even to friends and family. Even if you don't charge interest, you'll owe tax on an assumed rate of interest.

Lending to friends and relatives can be tricky, and not only because of the stress it can place on your relationships. There are tax issues involved as well. Here's what you need to know.

Now is the time to lower this year's tax bill! Here are ideas to do that PLUS save valuables from thieves.
09/01/2021

Now is the time to lower this year's tax bill! Here are ideas to do that PLUS save valuables from thieves.

With a little over four months remaining until you can begin filing your 2021 tax return, now’s the time to kick your tax planning into high gear. Also read about several tips to protect your property BEFORE thieves arrive, how to give your business a financial check-up, and becoming aware tha...

Within each tax surprise is a common lesson. Here is an actual story that cost $24,000 and a lesson for everyone.
08/27/2021

Within each tax surprise is a common lesson. Here is an actual story that cost $24,000 and a lesson for everyone.

Tax surprises come in many forms. But the cause is universal. Here is an example.

Being married can be bliss, but often not within the tax code. Here are some pitfalls of being married in the eyes of th...
08/20/2021

Being married can be bliss, but often not within the tax code. Here are some pitfalls of being married in the eyes of the taxman.

There are a lot of positive things about getting married, but the IRS' marriage penalty isn't one of them.

Living in another state to work remotely or to retire often causes tax problems. Here is what you should know.
08/13/2021

Living in another state to work remotely or to retire often causes tax problems. Here is what you should know.

Suppose you work or retire in a new state with warm weather and lower taxes. If you keep a home in your original state or you later decide to return, you could have a tax problem. Here are some tips to help you stay on the right side of the state taxman.

The amount of your tax bill is often dependent on your age and the age of your children. You need to plan accordingly. H...
08/06/2021

The amount of your tax bill is often dependent on your age and the age of your children. You need to plan accordingly. Here are the details.

As your children age, you can easily be surprised by a larger tax bill. To help ease the possible burden, here are some possible tax hits to prepare for as your children grow older.

Advance child tax credit payments are now being paid. Learn how to find the best bank for you, and how to protect your p...
08/04/2021

Advance child tax credit payments are now being paid. Learn how to find the best bank for you, and how to protect your privacy from prying eyes watching everything you do.

Summertime means the 2020 tax filing season is firmly in the rearview mirror for millions of Americans! This year, summer also means more money for you thanks to the child tax credit advance payments. Find out what you need to know about these payments in this month’s newsletter. Also read abo...

Retirement account investments in mutual funds come with hidden tax traps and benefits. Here are some of them.
07/30/2021

Retirement account investments in mutual funds come with hidden tax traps and benefits. Here are some of them.

Want to get the most out of your investments? Here are ten great ideas.

If you use an installment sale to sell property, you may save on taxes by spreading out the tax over a number of years. ...
07/23/2021

If you use an installment sale to sell property, you may save on taxes by spreading out the tax over a number of years. But be careful! If not properly planned, you may have a nasty tax surprise.

If you use an installment sale to help sell property, including real estate, you can benefit from tax deferral and possibly lower your overall tax bill. But watch out for some tax surprises.

Address

3200 W. Pleasant Run Road, Suite 115
Lancaster, TX
75146

Opening Hours

Monday 11am - 6pm
Tuesday 11am - 6pm
Wednesday 11am - 6pm
Thursday 11am - 6pm
Friday 11am - 6pm
Saturday 10am - 6pm
Sunday 1am - 6pm

Telephone

+19723380773

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