Newsletter | February
Tax Time
If we did your tax return last year, you should have received a 2009 tax organizer in the mail within the past month. If you didn’t receive one, let us know and we’ll mail you one right away.
Now is the time to schedule your tax appointment. Please give us a call at (513)-530-9000. We’re looking forward to doing your taxes for you this year!
For 2009 and 2010 the Energy Tax Credit is back and you may be eligible for a 30% tax credit on the following energy efficient products:
- Biomass Stoves
- Heating Venting and Air Conditioning Systems
- Insulation
- Roofs (must have appropriate cooling granules)
- Water Heaters
- Windows and Doors
- Geothermal Heat Pumps
- Small Wind Turbines
- Solar Energy Systems
Of course when we prepare your taxes we’ll want to take these credits along with any other credits and deductions that you are entitled to.
As we review your 2009 taxes with you we’ll talk about tax planning ideas for the future as well. Some of the things we may want to discuss are:
- Retirement plans and what is right for you
- The new rules regarding Converting a Traditional IRA to a Roth IRA
- College savings plans
- Business financing
At Roth CPA & Associates, we undergo 40 hours of continuing education every year on a number of topics including taxes. In addition we use top-of-the-line tax and accounting software to make sure your taxes are prepared accurately.