CPA
Working with CPA Firm may likely pay off in the long run because they are thorough. Many tax offices can drop numbers in software. However, a CPA will analyze the situation to look for tax savings opportunities and help you plan for next year – in short, they become...
Housing
Housing Allowance Clients and Pension Housing Clients ONLY, Attached is our annual email guide for church workers. Please use the updated spreadsheet when possible. You may email/bring the completed spreadsheet to your tax preparer when it’s time to file. The rest of...
Estate Planning
Valued GBE Clients, We often hear questions about estate planning. Namely, does GBE offer this service? The answer is yes! The bulk of estate documents are completed by an attorney. However, many estate and other tax planning considerations should be discussed with...
Tax Forms
Valued GBE Clients, It is our pleasure to assist many of you with your tax, investing, and other financial needs. But the year is long and sometimes we’re not aware of certain decisions you have made (until it is too late). Here a just a few of the ones we’ve noticed...
Tax Forms
GBE Clients, We often hear the question – how should my child fill out their W-4? And then we often hear the assumption – just take “0” and the max, right? This is likely incorrect. Exempt Status GENERALLY, when a child you claim as a dependent makes less than $12,500...
