Yearly Archives: 2017

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Four Tips On Gently Encouraging Your College Graduate Living At Home To Independence by Sherry Tolbert

It's a hard world out there, for sure. (You know it's tough when they can't even get the Best Picture award right at the Oscars!) And for our young millennials, it sure seems like things are harder than they were when we were entering the workplace life. If you haven't already watched this, I highly [...]

2022-02-11T12:36:27-06:00March 3rd, 2017|Blog|Comments Off on Four Tips On Gently Encouraging Your College Graduate Living At Home To Independence by Sherry Tolbert

The Top 12 2017 IRS Scams by Sherry Tolbert

Every year around this time of year, the Treasury Department releases their list of the various shenanigans that criminals and the like try to pull around taxes. Obviously, this activity peaks around now, and so it's a very good idea to be on your guard. Last week, the IRS completed their 2017 IRS Scams list, [...]

2021-12-29T08:37:43-06:00February 24th, 2017|Blog|Comments Off on The Top 12 2017 IRS Scams by Sherry Tolbert

Start The Estate Planning Process During Tax Season by Sherry Tolbert

We are rocking and rolling through tax season these days at Ye Olde Tolbert Tax Shoppe. But I woke up Monday to the news that the federal government took in a record $1.08 trillion in taxes during the first quarter of their fiscal 2017 (which ran from Oct '16 - Jan '17). That's a lot [...]

2022-03-21T14:49:52-06:00February 17th, 2017|Blog|Comments Off on Start The Estate Planning Process During Tax Season by Sherry Tolbert

A San Antonio Tax Professional’s Valentine’s Day Plan

Whatever you might think about the New England Patriots, it's nearly impossible not to respect their prowess on the football field. And there are plenty of storylines we can all take away from that epic game: * Apparently it's a good year to be a man with a foreign-model wife, with a much-discussed history with [...]

2021-12-29T08:39:24-06:00February 10th, 2017|Blog|Comments Off on A San Antonio Tax Professional’s Valentine’s Day Plan

What To Look For In a San Antonio Tax Professional

The world is awash in shouting these days. Can you feel it? It's tax season, and so I'm not spending much time in Facebook, but I know for a fact that there is a lot of anger, frustration and noise about politics. So much so that it seems everywhere you turn these days somebody is [...]

2021-12-29T08:40:01-06:00February 3rd, 2017|Blog|Comments Off on What To Look For In a San Antonio Tax Professional

Common Tax Return Errors To Avoid For San Antonio Self-Preparers

The Super Bowl teams are set, the new President is inaugurated ... why does it feel like things are still going so fast? Perhaps, for me and my team, it's because we finally are able to submit tax returns to the IRS (they began receiving them on Monday the 23rd). But it's also just the [...]

2022-03-21T14:50:54-06:00January 27th, 2017|Blog|Comments Off on Common Tax Return Errors To Avoid For San Antonio Self-Preparers

Sherry Tolbert’s Rule From The Successful

I have to first get this off my chest, before we get to the orders of business for today. A San Antonio friend who was watching football the other day asked me about a commercial he saw from a "popular" tax chain (who shall remain nameless) that is heavily advertising "free" tax preparation. Leaving aside [...]

2021-12-29T08:41:53-06:00January 20th, 2017|Blog|Comments Off on Sherry Tolbert’s Rule From The Successful

Sherry Tolbert’s Tax Preparation Checklist

I shared my "resolutions" last week, and it was really nice to see the response, and to know that many of our clients are equally excited for the opportunity to put new legs to a new year ... and to make 2017 (much) better than 2016. I remember seeing a study in the Journal of [...]

2021-12-29T08:42:40-06:00January 13th, 2017|Blog|Comments Off on Sherry Tolbert’s Tax Preparation Checklist

Sherry Tolbert’s New Year’s Resolutions

Well, here we are in 2017. Rather eerie, in my opinion. As the holidays wind down, it means no more extended family (which might be a relief?), no more parties, no more presents. Just ... daily life in San Antonio. And, in my opinion, this coming week is actually crucial to how the rest of [...]

2022-04-18T06:29:36-06:00January 6th, 2017|Blog|Comments Off on Sherry Tolbert’s New Year’s Resolutions
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