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Tag: tax preparation

2023 tax preparation
January 10, 2024

By: Joseph Vecchio / 0 comment

2023 Tax Preparation Checklist

Filing your taxes is never fun. Whether working with a tax professional or doing it on their own, you may feel stress. We hope this guide will help better equipped you to navigate the process of gathering your documents for filing your 2023 tax return. This checklist covers the key issues to consider when preparing […]

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IRS Online account is a useful tax preparation tool
September 17, 2021

By: Joseph Vecchio / 0 comment

Create a Free IRS Online Account as a Tax Preparation Tool

Shore Financial Planning prepares tax returns for individuals and small businesses.  We recommend that our clients’ create an online account with the IRS in order to independently verify your tax records on an expedited basis to help assist with ongoing: Tax Preparation Tax Planning Identity Protection Assistance with tax issues The account creation process is: […]

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Build Wealth. Yellow post-it note with "Tax Time! Need Help?" written on it
January 26, 2021

By: Joseph Vecchio / 0 comment

Build Wealth Using Tax Planning

Taxes are often viewed as a burden on wealth, but in reality, they can be leveraged to build wealth. By taking an unconventional look at tax planning, and consult a certified financial planner, you can actually start to put more money in your pocket.  The Government Wants you to Pay as Few Taxes as you […]

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March 9, 2020

By: Joseph Vecchio / 0 comment

The #1 Way To Cut Taxes

There are any number of different things Small Business Owners can do to cut taxes,  including… tax strategies to implement deductions to take tax credits to claim, and legal loopholes to take advantage of Deductions and Tax Credits Alone Won’t Profit You The truth is, on April 15th, it doesn’t matter how many different tax […]

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February 12, 2020

By: Joseph Vecchio / 0 comment

What is Fee-Only, Tax Focused Financial Planning?

As fee only advisor, I do not represent a bank, a brokerage firm, or insurance company. My sole source of compensation is paid directly by clients in the form of a fee. Why is that important? If you don’t know how your advisor is being paid how do you know if the advice they are […]

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February 7, 2020

By: Joseph Vecchio / 0 comment

Podcast #3 Financial Planning Process

[player id=1934] Joseph Vecchio CPA, CFP, MBA a self-described ‘Hard-Core Fiduciary Advisor’ gives a behind the scenes look into the financial planning process with potential new clients. Learn the 3 BIG QUESTIONS that he uses during a discovery meeting to discover potential client’s motivating factors in life.

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February 4, 2020

By: Joseph Vecchio / 0 comment

Income Taxes – It Pays To Plan

Procrastination is a woe many of us strive to understand and manage. Seasonality may have quite a bit to do with why we put things off. In fact, 76% of shoppers say they put off making holiday purchases right up until Christmas. While you can put gift shopping off until you start hearing holiday jingles, and reap […]

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January 21, 2020

By: Joseph Vecchio / 0 comment

Income Taxes…Plan to Save & Build Wealth

Most individuals only think about taxes during filing season – which largely runs from January to April. Yet, this approach has a significant downside. It’s reactive rather than proactive. It doesn’t allow you to plan. If you want to lower your tax bill, think about taxes throughout the year. It can save you money. Why? […]

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December 16, 2019

By: Joseph Vecchio / 0 comment

The BEST Solution to Personal Financial Wealth Management

Holistic and Fee-Only I chose to be a holistic financial planner who charges on a fee-only basis. The holistic part means I work with my clients on all aspects of their financial situation including retirement planning, portfolio analysis and investment planning including specific strategies and recommendations, insurance planning, estate planning, budgeting and cash flow, tax […]

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Shore Financial Planning is a fee-only financial advisor based in Monmouth Beach, New Jersey. As a fee-only/commission-free/flat-fee financial planner, I do not sell products or collect commissions. I am a fiduciary financial planner that specializes in tax-focused planning as a CERTIFIED PUBLIC ACCOUNTANT (CPA), and CERTIFIED FINANCIAL PLANNER™ CFP® professional. I serve clients in New Jersey and remotely throughout the U.S.A.