Financial Planning, Tax, and Wealth Insights

Sachetta is a fee-only, fiduciary advisory firm

Our blog delivers practical advice on retirement planning, investing, taxes, estate and legacy planning and more so that your plan, portfolio, and tax strategy all work together.

Every article is written by our advisors to help you make confident decisions for your life's road ahead.

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Accounting and Tax (2)

3 min read

Your CPA Provides Benefits Beyond Tax Preparation Services

If you only see your CPA in the spring, it’s time to rethink your approach to managing your taxes. Providing tax preparation services is just one of...

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3 min read

Benefits of Having Your Small Business Accountant Handle Your Individual Taxes

It’s hardly surprising that big-box stores are among the most profitable retailers in the United States. If your shopping list includes bananas, a...

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4 min read

Simplified Home Deduction, and Other Tax Considerations for Self-employed Individuals

Considering how many of us worked from home last year, the home office deduction is presumably going to help a lot of taxpayers save a little money...

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3 min read

What You Need to Know About Form 8606 (and Other IRA Tax Rules)

Even if you’ve been paying taxes for decades, you’ve probably only ever encountered a fraction of the tax forms made available by the IRS. Form 8606...

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3 min read

Stop Searching for Business Accounting Tips and Call Your Accountant

The Internet is an incredible resource, but not an infallible one. Because anyone can contribute, it can be hard for even the savviest Internet users...

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3 min read

The Benefits of Hiring a Small Business Accountant

Risk is inherent in owning a small business. Certain risks, like introducing a new service or taking a chance on an untested employee, can have...

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3 min read

Are You Thinking About Your Federal Tax Return Yet?

There are some things you can afford to think about just once a year. Your routine physical. Your car inspection. Lease renewals. What to buy your...

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6 min read

VIDEO: COVID-19 Tax and Business Update

On the day that would kick-off the 7 day countdown to “tax day” in most years, Steve Sachetta shares an update on this year’s unique tax...

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3 min read

Essential Small Business Accounting Tips

Starting a small business requires creativity, vision, courage and a ton of hard work. Making your small business successful requires all those...

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3 min read

When is the Right Time to Hire a CPA?

There are some tasks that the average adult can handle with no preparation beyond watching a YouTube video. Tying a bowtie, making a soufflé,...

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