Seward Location: 402-643-4557 | Osceola Location: 402-747-3381 ryan@gbecpa.com

Gathering Tax Documents

Documents

If we could give one piece of advice to our clients before heading into tax season it would be – REVIEW YOUR TAX ORGANIZER IN DETAIL.Organizers have been previously mailed and emailed. By using the organizer (or by using last year’s tax return) you can identify most...

Gathering Tax Documents

Documents

If we could give one piece of advice to our clients before heading into tax season it would be – REVIEW YOUR TAX ORGANIZER IN DETAIL.Organizers have been previously mailed and emailed. By using the organizer (or by using last year’s tax return) you can identify most...

Financial Mistakes

Documents, Employment, Tax Forms, Tax Letters

We see a LOT of financial mistakes each and every year. We have the knowledge to help you avoid these pitfalls. Often the issue is not known to us until tax time…when it is too late.So to help you stay out of big problems this year, here is a list of tax and financial...

Document Retention Guide

Documents

We often hear the question “How long should I hold onto this document?” To find the answer we enlisted the help of personal financial assistant Suze Orman. Click hereRecord KeepingKeep till warranty expires or can no longer return or exchangeSales Receipts (Unless...