SETFS Library

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

What You Can Do If You Become the Victim of Identify Theft Involving Your Tax Return:

Technical Writing Made Easier - Books to Read and Apply

Tax-Free Investments

Roth IRAs

Planning For Your Future

Record Keeping Guidelines

Our Advice

Business Consideratons

The Nanny Tax

Letters in the Mail

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,...