Crew Financial Services

08/14/2024

With some incredibly impressive outcomes, we have assisted companies in optimizing and transforming their processes through our business consulting services - it is what we live and breathe! Our technology, approaches, and knowledgeable insights have been created based on the same problems that you encounter. Give us a call today to discuss your options.

08/13/2024

For Social Security benefits, full retirement age is 67 for those born in 1960 or later. If you wait until full retirement age, you will receive your full benefits. However, should you start receiving your Social Security benefits early, your benefits will be reduced. For example, if you start taking benefits at 62 - the youngest aged allowed - your benefits will be reduced by 30%. Need help with your retirement plan? Schedule an appointment with us today!

08/12/2024

Have you ever wanted to open up your own business but are afraid that it might be a difficult process? Have no fear! These success tips are great places to start and keep at the forefront of your mind when building your startup company. Need assistance with getting your business finances in order? Call us – we can help!

Startup Grind is a startup community in 120 countries delivering education, connections, and opportunities to help startups and scaleups grow.

08/09/2024

Being able to budget is a powerful financial tool that helps you gain control over your spending and achieve money-wise goals. This fundamental is easy to achieve with the right strategy that promotes the ongoing process of financial success and security.

Improving your basic budget-building skills is a powerful step toward financial empowerment. Mastering the fundamentals can help you gain control over your spending, save for a specific goal, or simply build a safety net. In this guide, we'll explore practical strategies to enhance your budgeting pr...

08/07/2024

If you have a new member of the family, it's important to check your withholding. Because you may be eligible for additional tax breaks, you may want to change your withholding depending on your needs. You can either increase what you receive on your paycheck or increase the tax returns you will receive later on. Give us a call so we can discuss your specific tax needs!

08/06/2024

Here's a fun read/watch! This list highlights the most memorable on-screen accountants. Do you have a favorite? Share with us in the comments below!

Some of our favorite CPAs of the silver and small screen.

08/05/2024

Let us help assist you with precisely preparing and filing your tax returns as enrolled agents, making sure you take advantage of all allowable credits and deductions while adhering to all applicable tax regulations. Give us a call to get started today.

08/02/2024

The inheritance you leave your family can set the tone of your loved ones’ financial situation for generations to come. When planning your estate and administering a trust, there are complexities you must navigate through to ensure that your wishes are carried out as you intend. Careful planning and understanding your goals are key to a successful inheritance and legacy.

Leaving behind an inheritance is more than just a financial transaction; it's a legacy that can profoundly impact the lives of your loved ones for generations to come. Whether you're planning your estate or navigating the complexities of administering a trust, there are several crucial consideration...

07/30/2024

There's a lot to consider when you start planning for retirement. One of the best ways to begin is to write down all of your concerns. If you’re stuck, we’ve listed some commonly asked retirement questions below. If you need more personalized assistance, look no further. We'll work with you to plan a financially secure retirement.

07/29/2024

A correspondence audit lets the taxpayer know additional documentation is needed to complete their return. The IRS might ask for receipts, bills, employment documents, canceled checks, legal papers, loan agreements, shareholder reports or even ticket stubs to substantiate specific items on your return. Be sure to respond according to the deadline in the letter or to request an extension to respond. Have more questions about audits and your particular tax requirements?

07/26/2024

One of the fundamental parts of business strategy is market research. It includes the gathering and analyzing of information about a target market and all the industry trends and consumer preferences that are a part of it. This is vital for businesses to make informed decisions and stay competitive!

Market research is a fundamental aspect of business strategy that involves gathering, analyzing, and interpreting information about a target market, industry trends, and consumer preferences. It plays a crucial role in helping businesses make informed decisions, identify opportunities, mitigate risk...