Category Archives: Uncategorized

Playing With Building Blocks

HERE’S WHAT’S UP! The “Post Card 1040” is here! Except it’s not a post card. It is a “building block”. It’s smaller. But not much smaller. Because it’s only on half the page. It’s shorter. But not so much. Because … Continue reading

Posted in Uncategorized | Leave a comment

New Year Resolution.

HERE’S WHAT’S UP! Conventional wisdom: It’s never too late to do financial planning. Carol’s wisdom: It’s never too early to take care of your money. 2019 Withholding Calculator REINFORCING THE BASICS. What is Retirement? Retirement is the withdrawal from an … Continue reading

Posted in Uncategorized | Leave a comment

“Voluntary Compliance” My (fill in the blank)!

Here’s what’s up! America needs tax compliance to pay government’s bills. In all seriousness, voluntary compliance is a principle that we will cooperate with the tax system by filing honest and accurate annual returns and receive excellent customer service along … Continue reading

Posted in Business Taxes, General Interest, Individual Taxes, IRS, Taxes | Tagged , , , | Leave a comment

Happy New Year

The Holidays are officially over. Welcome to this week’s blog: Happy New Year REINFORCING THE BASICS. All of us at McAtee & Associates wish all of you a Happy New Year filled with all the joys and successes, fun and … Continue reading

Posted in General Interest, Holiday | Tagged , | Leave a comment

Merry Christmas

Christmas is tomorrow. Welcome to this week’s blog:  Merry Christmas REINFORCING THE BASICS. A Very Merry Christmas to our Clients, our Families, Our Friends. And to everyone that isn’t a Client, Family, or Friend… yet. WHAT ELSE SHOULD I KNOW? … Continue reading

Posted in Christmas, General Interest, Holiday | Leave a comment

Don’t Talk Turkey; Let’s Talk Trees

We did get through Thanksgiving.  And now it’s Christmas. This week we are not talking accounting, not tax, and not turkey.  Welcome to this week’s blog:  Don’t Talk Turkey, Let’s Talk Trees.  White House Christmas Trees. REINFORCING THE BASICS. A … Continue reading

Posted in Christmas, General Interest, Holiday | Tagged , , | Leave a comment

We are, After All, IRS Customers

Here’s what’s up! The IRS is patting its own back on how great they did customer service-wise during the 2017 tax season. The reviews are mixed but today’s blog is to introduce the IRS’ customer service platforms, should you need … Continue reading

Posted in General Interest, IRS | Tagged , , , | Leave a comment

Don’t Talk Trump, Let’s Talk Turkey. Trivia for your Thanksgiving Day.

It really is official. The holidays are here. Turkey. Football. Family. Santa Claus. Whoa! Let’s not get ahead of ourselves. Let’s get through Thanksgiving. This week we are not talking accounting, not even talking tax. Welcome to this week’s blog: … Continue reading

Posted in General Interest, Holiday, Thanksgiving | Tagged , , , , | Leave a comment

Open Sesame…Open Enrollment!

Open enrollment season is here!  And with it the annual confusion and scrambling.  We’re thinking this week’s blog can eliminate some of that. REINFORCING THE BASICS. What is open enrollment? Annual Open Enrollment (AOE) is this tightly scheduled period each … Continue reading

Posted in General Interest, Individual Taxes, Retirement Planning | Tagged , , , , | Leave a comment

What you need to know about the Equifax Data Breach: From The Offices Of Carol McAtee & Associates, CPAs, St Petersburg, Florida

What you need to know about the Equifax Data Breach Background: What is Equifax? Equifax is one of three major U.S. credit reporting bureaus. The other two are TransUnion and Experian. There is also a smaller, less well-known credit-reporting agency … Continue reading

Posted in Uncategorized | Leave a comment