For Individuals

COLLEGE FINANCIAL PLANNING

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

ELDER CARE FINANCIAL CARE

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

ESTATE PLANNING DONE RIGHT

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Your North Central Texas Tax Friend’s Thoughts on Navigating a Banking Crisis

Crisis is a word that gets used a lot these days. Especially in headlines. It’s loaded with meaning… and feelings. These days you might find yourself spinning out with something like panic, dread, fear, anxiety, and any variety of mental/emotional...

Bank Failure Lessons North Central Texas People Should Learn

Urgency is a tyrant. Especially when things go awry related to your money. You’re motivated to defend it with an iron grip … even at the expense of your overall state of mind.That’s how the banking “crisis” has a lot of people feeling right now. If you’re...

Andre + Associates, PC’s Guide for How Long to Keep Tax Documents

Things are pretty interesting over at Twitter right now. The removal of blue ticks from the accounts of well-known public figures and companies has some scrambling to prove authenticity (including the New York City government – yikes!). Not to mention all...

Easy Ways to Manage Money, North Central Texas Strugglers

Did you travel for spring break? I know it’s come and gone for most North Central Texas families and college students. Maybe you traveled, maybe you didn’t, or maybe the nice weather has you planning for summer.You know when you’re returning home from a road...

Do All North Central Texas People Pay Taxes on Social Security Benefits?

We’re in the last leg of the regular tax season here. My office has been working overtime (often literally) cranking out returns for our North Central Texas clients. If you haven’t touched base with us yet, and still need to process and file your paperwork, things...

Need Extra Time to File Your Taxes?

Spring has truly sprung in North Central Texas, and also did you know that we’re two weeks away from the tax deadline?Here at Andre + Associates, PC, the home stretch means our heads are all wrapped up in paperwork, but we’re still able to notice that lawn mowers have...

Understanding the Gift Tax and Estate Tax

Reading emails sent by the IRS isn’t exactly keep-you-up-at-night fare.But there’s something about reading about scammers that I find oddly satisfying.And they (the IRS) has continued to send out mass warnings in their “Dirty Dozen” series, shedding light on the shady...

Crowdfunding Campaigns: Andre + Associates, PC’s Tax Thoughts

Spring is officially here — hello daylight past 7 pm and enjoying the sun a little bit after work, too. And that makes everyone happier.And as tax season rolls along here, we’ve been meeting with a bunch of North Central Texas clients, submitting returns, and helping...

Considerations for Choosing a North Central Texas Tax Advocate

There has been a lot of market noise about Silicon Valley Bank (SVB). When a huge bank (#16 in the country) is taken over by the feds, it’s worth at least a mention.But here’s my quick take:Unless you are a CFO of a startup or you actually live in the Silicon Valley...

Audit-Ready Basics for North Central Texas Filers

About 43 days left in “tax season.”That’s right. Only 43(ish) days to fill out those tax forms and submit them to the IRS so you can close the cover on the book of 2022.My team and I have obviously been taking care of this for our North Central Texas clients, marking...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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