Keith Andre’s Quick Guide to How to Work Smart

“I’ll get to it later…”No, I’m not talking about us doing your tax return! But come on — haven’t we all uttered that magical phrase, capable of assuaging all our fears, and brilliantly putting off tomorrow what could have been put off today? I’m talking to you, Mr. [or Mrs.] Procrastinator. Yet, do not fear! I’m not here to browbeat, … Read More

Keith AndreKeith Andre’s Quick Guide to How to Work Smart

Keith Andre’s 3 Essential Areas For Disaster Planning

I’m not just talking about tax disasters here. (And those are very real — believe me when I tell you that there have been a few clients who didn’t allow us to help them do some basic tax planning for this past year, and who are now reaping the whirlwind of unfortunate — and avoidable — tax bills. More about … Read More

Keith AndreKeith Andre’s 3 Essential Areas For Disaster Planning

Keith Andre’s Four Reasons For Monthly Financial Reports With Your Partner

The other day was the first day of spring — which seems to always rush past me in a caffeine-soaked blur. As you may understand, we’re a little “busy” this time of year! (This year, by the way, has been very encouraging on a variety of fronts — mostly because I have been excited to see some wonderful developments in … Read More

Keith AndreKeith Andre’s Four Reasons For Monthly Financial Reports With Your Partner

Keith Andre’s Thoughts On Taxpayer Guarantees

The brackets are all set — well, by that I mean, the NCAA basketball brackets … the TAX brackets have been set for quite some time, and we’ve been spending our days with them far more than any basketball bracket! I know the struggle is real for normal humans around these next few weeks to stay focused, but it’s not … Read More

Keith AndreKeith Andre’s Thoughts On Taxpayer Guarantees

Keith Andre’s 3 Steps To Protecting Your Children’s Financial Future And More

We are just about two months away from the tax deadline. This year (2016) the tax deadline happens to be April 18th, instead of April 15th, due to special a holiday in Washington, DC (“Emancipation Day”). More info here, if you care: http://1.usa.gov/1PzSzZL And for those of our clients in Maine or Massachusetts, you get one additional day because of … Read More

Keith AndreKeith Andre’s 3 Steps To Protecting Your Children’s Financial Future And More

Keith Andre On How To Handle A Lost W2

The leftover guacamole is turning brown, Peyton Manning may or may not have ridden his last rodeo, and PuppyMonkeyBaby has surely established some kind of new standard for Super Bowl Commercial Weirdness. The NFL season is officially in the books. In my opinion, the ads were decent (and certainly cheerier than last year), the game was “ok” (especially so for … Read More

Keith AndreKeith Andre On How To Handle A Lost W2

What To Do With An Inheritance (Or A Large Refund): 5 Tips From Keith Andre

Even though all the news media are telling us how HARD things are out there, there are still regular people who are quietly but quickly moving forward with their financial goals. And, sometimes, they get a little help. (For instance, you know someone who is NOT worried too much right now? The big Powerball winners from a couple weeks ago. … Read More

Keith AndreWhat To Do With An Inheritance (Or A Large Refund): 5 Tips From Keith Andre

‘This is a Final Notice From The IRS’ Phone Scam, and Other Warnings From Keith Andre

For our East Coast friends — how are you enjoying/surviving #SnowZilla? Keep posting those pictures … and stay safe out there. For us, this week is actually heating up a little! The first full week of tax preparation is behind us (as of Tuesday this week), and it’s already been very busy. We have LOVED seeing old friends come through … Read More

Keith Andre‘This is a Final Notice From The IRS’ Phone Scam, and Other Warnings From Keith Andre

Keith Andre On Hidden Fees Behind Popular Tax Chain’s “Free” Tax Prep

This past week saw some pretty tough economic news. Retail sales numbers for 2015 were released and the results weren’t pretty. (Some commentary here: http://bloom.bg/1RwiUv5) On top of that, the stock market has been taking a dive, and Wal-Mart announced the closing of 269 stores around the world (152 in the US), and the laying off of about 10,000 US … Read More

Keith AndreKeith Andre On Hidden Fees Behind Popular Tax Chain’s “Free” Tax Prep

Keith Andre’s: “What Documents Do I Need For Tax Time?”

Well, now the holidays are truly behind us, and this is the week where reality sets in for everybody. With the way the schedule worked out this year, it almost feels like we’ve been in a holiday stupor for three weeks! But this week is when life gets closer to normal. And, in my opinion, how it plays out is … Read More

Keith AndreKeith Andre’s: “What Documents Do I Need For Tax Time?”