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SETFS Library
We exist to make your life easier! Check out these articles full of information to help secure your financial future!
Featured Posts




What You Can Do If You Become the Victim of Identify Theft Involving Your Tax Return:
In the event you have been a victim of identify theft, we suggest taking the following steps to protect yourself and your information....


Technical Writing Made Easier - Books to Read and Apply
When you have something to say, say it well or not at all. You have precious seconds to get past the reader's thoughts of " 'So what?'...


Tax-Free Investments
Single Most Important Tax Tip Recently, I was asked, “What was the most important year-end tax planning issue that professionals should...
Roth IRAs
Roth Conversion Opportunity Call us at 281-370-6622 to learn more about the opportunity now to convert to tax-free dollars. You can...
Planning For Your Future
Have you thought about or updated your retirement plan recently? Part of retirement planning means to devise a roadmap to care for...
Record Keeping Guidelines
We were recently asked the question: "How long should taxpayers keep old tax returns, documentation, and receipts?" The IRS has published...
Our Advice
Have you ever wondered... How to Escape from a Bear (the Market) Lie still and stay quiet ~ Don’t Run, Don’t Necessarily Sell Out! Stay...
Business Consideratons
Matt Gaylor says, "Business Owners, have you considered: Financial Review - have you reviewed financial reports (income statement,...
The Nanny Tax
People who paid domestic help more than $1,400 will need to file Schedule H, "Household Employment Taxes," with their (Federal) income...
Letters in the Mail
What to do when you receive a letter from the Internal Revenue Service? You have gone to your mailbox. There are bills and junk mail,...
Recommended Reading
Books by Larry Burkett: Business By the Book - "The Complete Guide of Biblical Principles for Business Men and Women" Financial...
Charitable Donations
A charitable contribution is a contribution or gift to a qualified organization such as nonprofit groups that are religious, charitable,...
SETFS, LLC
Proactive Guidance
Office: (281) 370-6622
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