One Place Financial

Personalized Solutions & Great Service.

[One Place Financial @1placefinancial]

Welcome to our office.

[One Place Financial @1placefinancial]

One Place Financial would like to remind you that we will be offering virtual & in person tax services! Scan our Qr code for more info!

[One Place Financial @1placefinancial]

All taxpayers should keep a copy of their past tax returns and supporting documents for at least 3 years. Key information from their prior year return may be required to file next year.

[One Place Financial @1placefinancial]

People who receive an Economic Impact Payment this year should keep Notice 1444, Your Economic Impact Payment, with their tax records. This notice provides information about the amount of their payment, how the payment was made and how to report any payment that wasn't received.

[One Place Financial @1placefinancial]

When they file their 2020 tax return, they can refer to Notice 1444 and claim additional credits, if they are eligible for them. Taxpayers should keep this notice filed with all their other important tax records. These include, W-2s from employers,1099s from banks & other payers

[One Place Financial @1placefinancial]

Covered CA & Medicare Pre-Open Enrollment Assistance Event - https://t.co/MgpOSrF7DW

[One Place Financial @1placefinancial]

Our new office! #taxandinsurance

[One Place Financial @1placefinancial]

We're Moving! - https://t.co/QYxwmomKYH

[One Place Financial @1placefinancial]

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[One Place Financial @1placefinancial]

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[One Place Financial @1placefinancial]

Taxes 2019: How long should I keep my tax returns? - https://t.co/Pr3wRrUl3z

[One Place Financial @1placefinancial]

Tax refunds are larger by an average of $22 after fifth week of filing season - https://t.co/PMgdaoKozq

[One Place Financial @1placefinancial]

Are you winning or losing under the new tax law? Here's how to tell - https://t.co/99tTSF3Jrf

[One Place Financial @1placefinancial]

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[One Place Financial @1placefinancial]

HSAs are a triple tax break that can help fast track retirement savings - https://t.co/PZIfSnGet8

[One Place Financial @1placefinancial]

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[One Place Financial @1placefinancial]

If you failed to withhold enough tax in 2018, the IRS has a nasty surprise for you - https://t.co/LGN5j2PePL

[One Place Financial @1placefinancial]

New tax deduction cap could turn big refund into big tax bill - https://t.co/rkfeT1KvdM

[One Place Financial @1placefinancial]

These red flags on your 2018 tax return could spark interest from the IRS - https://t.co/OkLKIiTOIw

[One Place Financial @1placefinancial]

How much money you take home from a $75,000 salary after taxes, depending on where you live - https://t.co/k7Qx59M7iD