by Marilou Davido | Apr 28, 2025 | Announcements
Jake celebrates 8 years with WFA and Sadie celebrates her 4th anniversary. Marilou, Jake, Julie, and Ryan all celebrate birthdays. Jake celebrates the birth of his first child.
by Marilou Davido | Apr 4, 2025 | Resources
A tax projection is an estimate of what you may owe when it’s time to file your taxes. At WFA, we provide quarterly and year-end tax projections for clients, considering historical data, future income, and relevant expenses. This helps you prepare for the upcoming tax...
by Marilou Davido | Mar 20, 2025 | Resources
What Are Digital Assets? Digital assets are any items that exist exclusively in a digital format, have inherent value, and are owned or controlled by an individual or organization. These assets are intangible, meaning they don’t have a physical counterpart, but they...
by Marilou Davido | Feb 19, 2025 | Resources
The IRS “home office deduction” is a tax break available to individuals who use part of their home regularly and exclusively for business purposes. If you are self-employed or run a business from your home, this deduction allows you to deduct certain...
by Marilou Davido | Feb 10, 2025 | Resources
The tax year in which you should pay your real estate taxes depends on which tax year you want to claim the related federal or state tax benefit. Generally, you claim the real estate tax expense in the year they are paid. General Guidelines: If you pay the taxes in...
