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Tax Services Middletown OH

The good thing about being a recent college grad is that your taxes are straightforward. Unless you own a house or have dependents, doing your own taxes will be relatively easy. You are actually eligible for tax deduction for interest paid on student loans and or tuition. Please scroll down for more information and access to the professional tax services in Middletown, OH listed below.

Mr. David M. Stitt (RFC®), CEP, CFP, CHFC, CLU
(513) 424-1656
2507 North Verity Parkway
Middletown, OH
Company
Financial Planning Consultants, Inc.
Qualifications
Education: BS - Finance and BankingMiami UniversityOxford, Ohio
Years of Experience: 40
Membership
IARFC, FPA, NICEP
Services
Invoice, Estate Planning, Business Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, BuySell, Compensation Plans

Data Provided By:
Mr. Paul D. Nenni (RFC®), CPA
(513) 424-1939
1064 N University Blvd.
Middletown, OH
Company
Nenni Financial Services
Qualifications
Education: BS
Years of Experience: 35
Membership
IARFC, AICPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Returns, Mutual Funds, Annuities, Long Term Care Insurance, Medical Insurance

Data Provided By:
Diane N Douglas & Associates
(513) 530-0220
8150 Corporate Park Drive
Cincinnati, OH

Data Provided By:
Liberty Tax Service
(866) 871-1040
510 Oxford State Rd # A
Middletown, OH

Data Provided By:
Jackson Hewitt
(513) 257-2277
177 East 6th St.
Franklin, OH

Data Provided By:
Mr. Edwin P. Morrow (RFC®), CEP, CFP, CHFC, CLU
(513) 424-6395
Financial Planning Building
Middletown, OH
Company
IARFC
Qualifications
Education: Centre College of Kentucky and University of Louisville School of Law, plus having served as instructor for many financial planning courses and Practitioner in Residence at Wright State University for three years.
Years of Experience: 46
Membership
IARFC, MDRT, FPA, SFSP, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Mutual Funds, Mortgage Loans, Precious Metals, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Roger Radcliff
10386 Giverny Blvd.
Cincinnati, OH
Type
Investment Advisor Rep: Yes
Service
IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Retirement Planning,Investment Consulting & Allocation Design,Estate Tax Planning,Asset Protection Strategies & Planning,401k Rollover From Employer,Income for Life/ Preserve Principal,Medicaid,Annuities,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Stock Market Alternative,Medicare Planning,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy

Data Provided By:
Ms. Carol A. Hoffman (RFC®), MBA
(513) 469-8400
9545 Kenwood Rd Ste 402
Cincinnati, OH
Company
Clear Perspectives Financial Planning LLC
Qualifications
Education: MBA, Finance, Indiana University
Years of Experience: 3
Membership
IARFC, FPA, NAPFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Asset Protection, LiabCover, Compensation Plans

Data Provided By:
Jackson Hewitt
(513) 257-2301
2711 South Main Street, Ste 1
Middletown, OH

Data Provided By:
Liberty Tax Service
(866) 871-1040
213 S Main St
Franklin, OH

Data Provided By:
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Tackling Taxes

By David Pekema
which documents to keep , and how long to keep all those documents.
  • Whom do you owe? – If your parents usually do your taxes or you've moved to a new state, make sure you don't double pay. If you moved mid-year you may want to check in with an accountant to make sure you're not leaving anyone out (or paying something you don't have to).
  • Do it yourself – The good thing about being a recent college grad is that your taxes are straightforward. Unless you own a house or have dependents, doing your own taxes will be relatively easy. Buy tax preparation software to grease the wheels.
  • Hire a pro – If your life is a little more complicated (home, business, moving, student loans, marriage, children, etc.), it may be more prudent to hire a professional. Just make sure you have the right documents, and let the professional find all the tax loopholes for you.
  • Deductions are your friend – Recent college grads can take advantage of a number of tax deductibles, such as moving after graduation and job training. Keep a look out for any deductions you could apply for; they're easy to miss.
  • The American Institute of Certified Public Accountants, through an elaborate propaganda program, has society brainwashed. From the moment we’re born, we are convinced that doing our taxes is some sort of horrific experience—the equivalent to simultaneously

    receiving a prostate check and taking the Bar Exam.

    After years of odd jobs and part-time work, this past year I finally earned enough to warrant filing a return. Waking early one recent Sunday, determined to get this hellish monkey off my back, I hunkered down at my computer—armed with H&R Block TaxCut and a fifth of Beefeater Gin—ready for the worst. To my great surprise, after a scant 90 minutes I had finished both my state and federal returns, was printing receipts for my records, and was turning on the television just in time to catch the tail end of CBS’s Sunday Morning. Here are my stats for the morning: $96 owed to the Feds; $67 owed to me by the State of California; $30 for TaxCut; 90 minutes of my time; and one shot of Beefeater (in celebration of a job well done). The whole experience was really just a simple inconvenience—hardly the paperwork hellstorm I was expecting. Then again, as a recent college graduate, my tax situation was far from complicated—I only had one source of income, no defendants, and I've never given a red cent to charity in my life.

    Ultimately, tackling taxes comes down to a difficult choice between cost savings and being sure to get it right, so consider the following before making the wrong one.

    Doing Them Yourself

    It turns out there is an advantage to being just out of college, making relatively little loot, having few investments, and not owning a home—your taxes are very straightforward. At this “worry-free” stage in your life, all you likely have to keep track of...

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