Assured Financial Consultants LLC

Assured Financial Consultants LLC We specialize in helping people get the maximum return they deserve.

03/04/2025

🔥Your Tax Refund Isn’t a Competition!

💰A tax refund is not a one-size-fits-all situation. Comparing your refund to someone else’s is like comparing apples 🍎 to oranges 🍊 it doesn’t make sense!

Here’s why:
1️⃣ Dependents: More dependents can mean more credits.
2️⃣ Income: Higher or lower earnings impact what you owe or get back.
3️⃣ Taxes Paid In: Your refund depends on how much you actually paid into the system.
4️⃣ Self-Employment: Gig economy workers often have a completely different tax situation.

💥 Instead of focusing on the size of your refund, focus on filing an accurate return!

🪴Your financial situation is unique…so is your tax refund.

🪴Don’t chase numbers. Chase compliance, accuracy, and long-term

02/09/2025

🚨 IRS Transcript Update Alert! 🚨

If you’re tracking your tax refund, understanding these IRS transaction codes can help you stay informed:
• 846 – Refund approved! Your direct deposit date is set.
• 766 – A credit has been applied to your account.
• 826 – A portion of your refund has been applied to a debt.
• 570 – Your refund is currently on hold for further review.
• 571 – Hold has been resolved, and processing has resumed.
• 420/424 – Your return has been flagged for potential audit.
• 971 – The IRS has issued a notice regarding your return.
• 151 – Your refund amount has been reduced.
• 150 – Your return has been received and is processing.

Monitor your IRS transcript closely to stay updated on your refund status.

02/05/2025

Good morning 🌞 I am still accepting new clients! If you have reached out to me this week and I have not gotten back to you, I will be going through my inbox, emails and text messages today to let you know wat I need from you. I want to get you all pushed out in a timely manner. My appointments get booked up pretty fast however I still try to fit in as many clients as I can in-between. Please fill out an application for me to prepare your taxes once you have all of your documents if you do not need an actual appointment and rather just send me everything. You can always reach out to me to see if I can fit you in on any given day . FYI I do work late a lot so you may very well get an email or message from me at 1, 2 am 🥴 I don’t sleep much during tax season ! Also, I am still offering cash advances! If you need one just let me know! My office number is 757-281-8466 , this is the BEST number to reach me at regarding your tax return. BOOK WITH ME 🐐…

LINK TO THE APPLICATION : https://pdf.ac/BkjxL

LINK TO BOOK AN APPOINTMENT IF NEEDED : https://calendly.com/assuredfinancialconsultantsllc

01/30/2025

Good morning ☀️☀️ As of today, my next available appointment is The 17th of February. All days up until then have been booked up … HOWEVER I’m willing to fit in 2, MAYBE 3 additional people for those who are trying to get appointments before then . All I ask is to please fill out an application & have ALL documentation ready to send to me once requested. 🗣️🗣️ PAST clients , if you do not need an appointment and would rather send me all your documents once you are ready you may do that as well ‼️‼️‼️ my inbox is so flooded I have not been able to get to some of you. The best way to reach me is to call me on my work phone 757-281-8466 or text me . I try to check my fb throughout the day but sometime I’m unable to get to them right away. I appreciate y’all for trusting me 🥹 y’all know I’m the GOAT ☺️ been stamping this for 10 years and counting 💪🏾

LINK to fill out the REQUIRED application https://pdf.ac/BkjxL

LINK to book an appointment https://calendly.com/assuredfinancialconsultantsllc

01/11/2025

🚨🚨 The Internal Revenue Service today announced that the nation’s 2025 tax season will start on Monday, Jan. 27, 2025.🚨🚨
🗣️ BOOK ACCORDINGLY!!

We are still approving cash advances , so if you have all of your documents GET WITH ME 🥳🥳🥳

Link to book : https://calendly.com/assuredfinancialconsultantsllc/tax-consultation

Link to fill out required application: https://pdf.ac/BkjxL

Thank y’all so much for being patient with me 😮‍💨 being a “One-woman” office & doing EVERYTHING myself , making sure all my file are in compliance with the IRS is super time consuming ! Yall be baring with me tho and I love yall for that 🫶🏾 but yea, 🗣️ tell a friend to tell a friend, BOOK WITH your 😘😘

Important Reminder: 1095-A Form Needed for Filing TaxesIf you received health insurance through the Marketplace, your 10...
01/04/2025

Important Reminder: 1095-A Form Needed for Filing Taxes

If you received health insurance through the Marketplace, your 1095-A tax form is now ready. Even if you only had coverage for one day, enrolled but never used it, or forgot about it entirely, you must have the 1095-A form to file your taxes.

Without this form, we cannot electronically file your return.

If you know you enrolled in Marketplace insurance, take a moment now to:

Download the 1095-A form from your account online, or
Call the Marketplace to have the form sent to you if you’re unable to access it online.
Don’t wait—get ahead of the game before tax season gets too busy!

Last year, the 1095-A form was the #1 reason for tax return rejections, simply because many clients didn’t realize they needed the form or weren’t aware they had Marketplace coverage.

Please, please make sure to obtain your 1095-A form before filing your taxes. Let’s avoid unnecessary delays and get your return processed smoothly!

01/03/2025

Can Your Clients File Taxes with a Last Paycheck Stub?

The answer is No, and it’s essential to guide your clients correctly.

According to IRS guidelines and third-party banking regulations, paycheck stubs cannot be used to file a tax return—it’s against the law. However, some clients may still ask, unaware of the risks involved. FYI: You can utilize a paycheck stub starting in Mid February utilizing a Substitute W2 when the clients have not been able to receive their W2.

Why You Should Advise Against It:

1️⃣ It’s Against IRS and Banking Rules: Filing with a paycheck stub violates compliance regulations.

2️⃣ Delayed Refunds: Using incomplete information can trigger income or ID verifications, delaying refunds for months.

3️⃣ Accuracy Issues: Paycheck stub and W-2 information often differ, leading to potential missed credits or deductions.

4️⃣ Audit Risks: Mismatched information increases the likelihood of an IRS audit, which could result in amendments, penalties, or higher taxes owed.

Educate your clients on the importance of waiting for their W-2s to ensure their returns are accurate, compliant, and processed smoothly. Taking the time to explain the risks helps you build trust and maintain compliance in your practice.

12/30/2024

Emails have been sent out with important information and updates!

12/27/2024

As tax season approaches, keep a few key things in mind :

Filing your taxes using only your last pay stub instead of the official Form W-2 is not recommended and can lead to inaccuracies in your tax return.

The IRS advises taxpayers to use Form W-2, provided by employers, as it contains the official record of your annual earnings and tax withholdings.

Why Not Use a Pay Stub?

📌Incomplete Information: Your final pay stub may not include all necessary details, such as taxable fringe benefits or pre-tax deductions, leading to discrepancies.

📌Potential Errors: Filing with incorrect information can result in processing delays, the need to file amended returns, and possible penalties.

What If You Haven’t Received Your W-2?

Employers are required to send Form W-2 to employees by January 31. If you haven’t received it by mid-February, follow these steps:

1. Contact Your Employer: Ensure they have your correct address and inquire about the status of your W-2.

2. Reach Out to the IRS: If your employer doesn’t provide the W-2, contact the IRS at 800-829-1040 for assistance.

3. File Using Form 4852: As a last resort, if you cannot obtain your W-2, you can use Form 4852, “Substitute for Form W-2,” to estimate your wages and withholdings based on your final pay stub. However, this should only be done after exhausting other options and may delay your refund.

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Newport News, VA
23605

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm

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