Trike Financial

During this time of covid while we can not meet in person we are offering zoom video meetings and ask that documents are submitted to our secure site so we can have them to refer to during our time

Have you got yours

If you have to file these every year be prepared to do a different form

In all the hectic mess we are in you may have heard

If you received a letter from the edd this is where to go. A good FAQ regarding AB 5 the new law guiding when one is a employee vs when one is a contractor.

The year is nearly up are you better prepared this year than last. Not sure Trike Financial helps with tax planning as well. Interested in this please give us a call or email us #taxes #hatingowing

Are you making sure your withholding enough?

The new ab5 law is affecting many industries but more important some industries are exempted Also for those exempt the Borello test applies

Did you buy or sell a house this year. Keep those escrow papers and closing docs from the sale or purchase they contain important info that can help come tax time

Buy or sell a house last year? There are items on escrow papers that could be deductible on your taxes ask a tax preparer today about planning for such events.

Are you taking enough out of your paychecks? Be aware if income goes up your tax goes up. Ask a tax specialist today what recommendations could be made in regards to your withholdings

Are you affected? Talk to a tax preparer now to see what options are available

Have you traded cryptocurrency and received one of these letters we are here to help if needed