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Investments Extended Care: A Patchwork of Possibilities A Fruitful Retirement: Social Security Benefit From Boats to Brokers

WHY SHOULD YOU HAVE YOUR TAX RETURN PREPARED BY A PROFESSIONAL?

An Enrolled Agent is a FEDERALLY AUTHORIZED TAX PRACTIONER with professional expertise in the field of taxation. Enrolled Agents are licensed by the United States Department of Treasury to represent clients before the IRS in situations of audits, collections and appeals. As an Enrolled Agent, I will assist you in the entire planning process to help you minimize the tax consequences of your decisions in your personal and business life.  File 4 Me Tax and Financial Service, prepares both individual and corporate tax returns. Inadequately trained tax preparers can make costly errors and omissions that may result in hundreds and even thousands of dollars in lost refunds or unnecessarily higher taxes paid.  Don't make that mistake.   Find out more about Enrolled Agents.

  • Trust your tax preparation needs to the professionals at File 4 Me

  • File 4 Me will electronically file your federal and state income tax return promptly and with accuracy

  • Let File 4 Me help you legally lower your taxable income and receive the maximum income tax refund

  • File with security and confidence at File 4 Me year round

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Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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