(908) 396-6090 / (910) 683-0606 apseline@edcnb.com

“Dear IRS,

I am writing to you to cancel my subscription. Please remove my name from your mailing list.” ~ Charles M. Schulz (Snoopy)

Wouldn’t that be nice! Now a piece of reality – That isn’t going to happen! At least in 2018 we have until April 17th!

What you can do is hire a Daily Money Manager to organize your tax information. At EveryDay Checks & Balances (EDCNB), we are detailed oriented and organize your tax-deductible expenses as part of our process. Accordingly, we forward the tax information to your accountant for tax preparation. Creating a relationship with the accountant is in keeping with EDCNB’s philosophy which is why we are unique and so successful. Communication is extremely important when working with clients and their accountants. As an integral part of our everyday efforts, our clients know that we will protect their information, provide reassurance, and be their support system. Our competent and tireless team understands the stress clients experience while gathering information for their accountants during tax time.

A frequent question we are asked, “Can you summarize our tax deductible expenses?” The definitive response is yes! This question can reflect several areas of concerns for clients. For example, their medical expenses may be overwhelming and they are unsure how to move forward. It certainly is comforting to know that their daily money manager is knowledgeable and can organize their tax information. At EveryDay Checks & Balances, our expertise and sense of responsibility ultimately assists our clients with their bills and finances.

Consider this:

  • Once you have completed your taxes for 2017, it is not too late to start organizing your papers for next year’s taxes.
  • Sort your bills and receipts by categories.
  • If you are a caregiver and your loved one is unable to manage these tasks, reach out to those who have expertise in this area.
  • If you are widowed or divorced and feel overwhelmed with this task, consider hiring a daily money manager.

April 17th is just around the corner. EveryDay Checks & Balances is an expert in this area. Spring is here. We give you peace of mind and the gift of time to enjoy the days ahead and all that spring has to offer.