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Transform Your Finance$

I blog about finance, bookkeeping, tax planning, budgeting, etc.

My blogs are written for absolutely anyone interested in improving their knowledge of the world of finance, bookkeeping, tax planning, budgeting, etc. Those who are trying to become more financially aware and gain control over their financial situations will benefit from the information I provide.

Budget Progress Report For January

How are you doing with your budget this month? The end of the month is just a few days out. Did you find it hard to keep on budget and stay current in tracking your expenses? I make a weekly appointment on my calendar to review my budget progress, but sometimes the...

Ready for Tax Season

Last month we had a chance to review our finances and look forward to new ways to save and/or make changes to how our money is spent. Great now that you have settled on a budget, targeted your plan to pay down debt or better yet pay off debt this year. Plus live...

January, 2015

In January, a host of resolutions are made and some may reflect in December of the past year and plan to make the best choices to grow, change or manage their lives. I like the Chris Brogan’s #3words2015 concept to select a few words that will inspire you to stay on...

Wisely Select a Tax-Preparer

Many taxpayers look to a professional when it’s time to file your income tax return. After all they are being trusted with your family’s personal information. Your private financial details plus personal information on your children and/or dependents like Social...

December Traditions

“Happy, happy Christmas, that can win us back to the delusions of our childhood days, recall to the old man the pleasures of his youth, and transport the traveler back to his own fireside and quiet home!” — Charles Dickens The month of December is mark as...

2014 New Tax Forms for ACA

Doing your taxes for 2014 will have some challenges and additional fees that will be incurred to process your income taxes that you may not be fully aware of. First thing to know is that you will need to provide your tax professional with your W2 and form 1095-A, if...

Are You Saving for the Unexpected?

Do you have an Emergency fund, Rainy day savings, or Life Happens fund? Whatever you want to call it doesn’t matter just know you need to have one. Unexpected incidents will come up when you least expect it. Which can have serious consequences to your finances. It...

Is Your Online Sales a Hobby or Business?

Online Hobby Sales Income  If you are an online seller through online sales websites like Esty, eBay or Amazon, you may have to report the sales as income. The Internet Tax Freedom Act prohibits the taxing of access to the Internet. The Act does not apply to tax on...

How Your Tax Dollars Are Used

Ever wonder where and how your tax dollars go? Let’s look at where your money goes in viewing a common receipt where your have purchased some items in each of the following departments in a store. National Defense– Personnel salaries and benefits; ongoing operations...

Networking Fun..

In the past 5 years I have met some amazing people and great connections during networking events. At first it was uncomfortable trying to make small talk with a stranger. But I have learned quickly that I was not alone in feeling awkward even for those who seem to...

Tax changes to be aware of for 2014

Tax laws change every year. Often many of the changes affect every taxpayer while others only affect small businesses or high-income taxpayers. Flexible Spending Accounts (FSAs) is where you can save pretax dollars to pay for health care expenses, or dependent care...

5 IRS Tips Year-End Charitable Gifts

This is the time of year where philanthropy is given a lot of attention, many non-profits count on the end of year  gifts to meet their budgets. Below are a few reminders to keep in mind as you plan your year-end charitable gifts. Qualified charities – Only...

End of Year Thoughts…

December is here and with it comes another time to reflect on how you did with your time, profession, and money this pass year. Plus, look ahead and plan for the start of another year. A time for planning can be also a bittersweet moment, when you realize that all the...
Tran$form Your Finance$

Tran$form Your Finance$

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