Looking for a certified public accountant who focuses on saving you money on the tax return? Better yet, a professional who is strategically proactive, reasonably priced, and focused on high quality accurate tax preparation? Look no further than Brooke Pettengill, CPA and her certified staff. How do you strategically position yourself when adapting to life changing events such as marriage or divorce?
The answers to the above questions vary by individual and business- let's sit down and explore how we can strategically position you and your business better. Click for more individual and business advisory service information. Going down a path where making ends meet is a hard and dreadful experience, sometimes even impossible to accomplish?
The answers to the above questions vary by individual and business- let's sit down and explore how we can strategically position you and your business better. Click for more individual and business advisory service information. Going down a path where making ends meet is a hard and dreadful experience, sometimes even impossible to accomplish?
Services
I asked our tax preparation, tax planning, and budgeting clients to share why they work with us and not our competition.
My time is treated as precious as their time.
Questions are answered without hesitation and I never feel like I'm the last man on the totem pole.
I've worked face to face directly with clients over the past 12 tax seasons and our clients have had the opportunity to learn more about us than they've ever been able to learn about any walk in CPA firm.
My name is Brooke Pettengill, CPA and I am the client focused business owner of bmp, CPA.
My time is treated as precious as their time.
Questions are answered without hesitation and I never feel like I'm the last man on the totem pole.
I've worked face to face directly with clients over the past 12 tax seasons and our clients have had the opportunity to learn more about us than they've ever been able to learn about any walk in CPA firm.
My name is Brooke Pettengill, CPA and I am the client focused business owner of bmp, CPA.
As a family of four with one on the way, we needed a simple approach to allocating our money to create monthly savings.
After three months of working with Brooke we continued to stay on track with our budget, save each month, and take steps to help us to reach our goals.
We paid off my student loan, a 401(k) loan and credit card debt.
And we'll look next to use the debt snowball idea to accelerate payment toward our only remaining debt-our van and our mortgage.
We also each opened up a Roth IRA to supplement retirement savings AND of course we'll be opening up a 3rd 529 plan for baby #3 very soon.
After three months of working with Brooke we continued to stay on track with our budget, save each month, and take steps to help us to reach our goals.
We paid off my student loan, a 401(k) loan and credit card debt.
And we'll look next to use the debt snowball idea to accelerate payment toward our only remaining debt-our van and our mortgage.
We also each opened up a Roth IRA to supplement retirement savings AND of course we'll be opening up a 3rd 529 plan for baby #3 very soon.
Keep all receipts.
This point cannot be overstated.
You could rely on IRS Publication 463 which says that you don't need to keep receipts for expenses under $75, but why get into a fight?.
Make notes on receipts about business/investment purpose.
Great idea for dining and entertainment expenses.
It can be easy to remember why you bought a fax machine it could be a lot harder to remember who you went to dinner with at Red Lobster three years ago and what the business purpose was.
Scan receipts and keep them at least six years.
This point cannot be overstated.
You could rely on IRS Publication 463 which says that you don't need to keep receipts for expenses under $75, but why get into a fight?.
Make notes on receipts about business/investment purpose.
Great idea for dining and entertainment expenses.
It can be easy to remember why you bought a fax machine it could be a lot harder to remember who you went to dinner with at Red Lobster three years ago and what the business purpose was.
Scan receipts and keep them at least six years.
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