Accounting Solutions, Inc

Our practice has developed considerably over the years by providing a wide range of services demanded by today’s business. Whether you would like an advice on saving tax or social security payments, payroll tax payments, tax audit protection, information on latest legislation development and timely implementation, you can be sure that Accounting Solutions, Inc. will be there to help you.

Location

342 Shrewsbury Street
Worcester, MA 01604
Phone: (508) 753-3532
Email Us

Availability

  • Call (508) 753-3532 to schedule your appointment.
  • Hours: April 16-Jan 12th: 9 to 5pm
  • Tax Season Hours: Jan 13th to April 15: 9 to 7pm

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12 Financial Health Check Tips for Worcester Families and Individuals

De-Clutter, Clean-Up, and Maintain Your Fiscal Health! But How? 

We are now fully engaged in our tax “off season” here in Worcester.  Interestingly, this is when we can make a real difference on behalf of our tax preparation clients. We’re diving into the new tax legislation, and attending classes (online and in person) to get clarity, even as the IRS releases various new guidance for how to implement the new legislation for our Worcester tax and accounting clients.12 Tips for FInancial Health

As for our actual tax work, we’re focusing on extended returns, amendments, and working with Worcester business owners and families with year-round concerns. If you are interested in finding out more about what we can do for you NOW—like proactive tax planning to reduce your future taxes (especially in light of the new tax law), feel free to shoot me an email through the link at the top of the page.

We are so grateful for our clients for making this tax season our best ever. I’d like to keep the tips coming, so this week, I have an idea for you. I believe it could help you in multiple ways: with your family’s monthly bottom line, your taxes ... and even your mental health.

A 12-Point Financial Health Check for Worcester Families and Individuals

“You can accomplish much if you don’t care who gets the credit.” – Ronald Reagan

If you’re like most people in Worcester, I bet that when you get your house insurance renewal notice, you quickly glance at the price -- and renew it. You renew it simply because you don’t have the time to search around for better prices. 

Working with family finances for years, I’ve learned that most people in Worcester have a good sense of what needs to be done to improve their finances, but they simply cannot find the time.

Here’s my proposed solution for you:  Take a day off work.

In fact, many financial tasks simply cannot be completed in the evening or on the weekend. By taking a day off work, you can contact people who may only be available at regular business hours.

On top of the true bottom line impact a day like this could create, there is, of course, the “mental health” aspect of it all. HR professionals often recommend taking a mental health day, from time to time. Well, call this your “fiscal health” day.


12  Fiscal Tips to Add to Your Spring Cleaning! 

Here are some tasks to consider accomplishing on your day off: 

1. Dump your savings account with a puny interest rate and open a high yield savings account.

2. Get quotes for cheaper insurance: health, life, auto, house, and any other insurance. And you can even do a little calculating to determine how much you could save by changing your deductible. Even better: a good broker can do all of this shopping for you.

3. Complete the most important (but not obviously-pressing) financial tasks like making a will. Best done with a professional in Worcester, by the way. 

4. If you’re carrying credit card debt, call the companies and ask them to reduce your credit card interest rates. Believe it or not, they’ll often say yes. Take time to develop and formulate a good plan to get out of credit card debt. Find or prepare a debt reduction plan.

5. Get more organized with your finances by shopping around for and using a good personal finance software program. Mint, YNAB, and Quicken are all good options. There are many more.

6. Review your budget, get caught up on your budget, or learn how to budget.

7. Shop around for the best online financial broker. Be sure you’re getting the best price for your stock trades.

8. Make energy efficient changes to your home and lifestyle.

9. Find a quality second-hand store to shop at, as an alternative to the local department store.

10. Set up automatic payments for your bills, to be sure you avoid late payments.

11. Sell your junk on eBay. Look for junk lying around the house and list it. Or use a service like 1-800-GOT-JUNK, and have them come to your house. You just point at the stuff you want to get rid of. (Warning: this is a little costly, but it can be gratifying.)

12. Make sure that your taxes were handled properly!

Undoubtedly, there are more things which can go on this list, if you’re industrious about it. Simply put, I’m hoping this helps you to see your financial health in a similar light as you see your mental health—they often go hand-in-hand, especially once you decrease stress from worrying about the things you keep “meaning to get to.” Once you clean up the “dirty dozen” above, I think you'll be feeling a little lighter all around.

To help you with #12, here's an offer!

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“No Charge” Return Review 
Special Gift Certificate

As a complimentary service this year, we will provide a 
Return Review to Any Non-Client. 
We will also review prior year returns from clients who did NOT have us handle their taxes during the year under question. No charge will be made, unless we have to file an amended return. 
Email us at jw@cbsasi.com
or call (508) 753-3532 to set up this complimentary service

Deadline: Friday, May 11, 2018
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