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

Getting Your Money’s Worth

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...

Church Workers

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...

Three Mistakes to Avoid

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...

My Child’s Summer Job

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...

Enhanced Child Tax Credit

Valued GBE Clients, IRS letters will arrive The IRS announced it has started sending letters to more than 36 million American families who may be eligible for the expanded child tax credit and monthly payments set to begin in July. Income limitations Phaseout of the...

Form 5498

If you have money invested in an Individual Retirement Account you will be receiving a Form 5498 from TD Ameritrade or your stock brokerage firm in the mail the next 2-4 weeks. What is it? Form 5498 is information sent to the IRS by the trustees of Traditional, Roth,...

Thank You!

Whether you have been with us for over twenty years or just started working with our firm this tax season – we want to take a moment and say thank you. Thank you for the opportunity to serve you. Thank you for trusting us with your taxes, investments, bookkeeping,...

Where’s My Refund?

Where’s My Refund? If you are so fortunate as to receive a refund this year, it may take up to 30 days to receive it. Jealous that your friends and family have already received theirs? Don’t message your accountant…simply use the government-provided information...

Sending Your Documents

GBE Clients, It has been an interesting start to our filing season as the federal and state tax rules seem to be changing by the minute. After receiving some early tax info, we thought it might be helpful provide a few reminders and tips when sending in your documents...