Category Archives: Individuals


Are You Covered?

19

Feb 2014

Are You Covered?

  The deadline is approaching! All Californians must have health coverage by March 31st at the very latest to avoid a tax penalty. For coverage starting April 1, you need to sign up no later than March 15 and pay your first premium by March 26. If you sign up after March 15 and before March 31, your coverage will start May 1 (first premium…

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What To Avoid When Filing Your Tax Return

10

Feb 2014

What To Avoid When Filing Your Tax Return

With the tax season upon us, Kiplinger recently shared a list of 14 Audit Red Flags to help you avoid a visit from the IRS. We selected the most relevant for our clients here… 1.       Mucho $$$: The odds of getting audited are pretty slim for the average tax payer, but your chances increase heavily with greater income. Those making more than $200,000 have about…

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Two Things Everyone Should Have In Place

31

Jan 2014

Two Things Everyone Should Have In Place

         Advanced Health Care Directive: Most people don’t like to think about directing their finances or managing their health care if they suddenly became unable to do so on their own. Planning for not only your health, but your finances as well can eliminate a lot of trouble for loved ones if a tragic circumstance were to take place. An Advanced Health Care Directive is…

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A Decade of Paragon

19

Jan 2014

A Decade of Paragon

In addition to all things new for Paragon, we also have a website designed with you in mind, keeping our focus accessible and efficient. Rebrand – If you haven’t noticed by now, we’ve made some changes to the Paragon image to simplify and streamline our company essence. Location – Come visit us at our spacious new office in Bankers Hill! 2121 5th Avenue Suite 207…

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14

Jan 2014

Don’t Forget!

4th Quarter Estimated Tax payments are due January 15th! If you haven’t made your payment yet, please send it certified receipt no later than Wednesday to avoid penalties.


The Search for Great Rewards- 7 Credit Cards You Should Know About

10

Jan 2014

The Search for Great Rewards- 7 Credit Cards You Should Know About

We went on a hunt to find credit cards with the best rewards programs for you. Through the help of some online articles, we uncovered the top picks and perks to benefit your wallet. All of the cards listed have a low interest rate or APR and no annual fee. Whether you’re looking to make a big purchase in the near future, or just add…

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January 2014 Tax Deadlines

09

Jan 2014

January 2014 Tax Deadlines

  Even though the IRS will start accepting tax returns starting January 31, 2014, there are still some major tax deadlines for January.   January 15 – Fourth quarter estimated tax payments are due.   January 31 – All employers must distribute W-2s and 1099s to employees and independent contractors.   January 31 – Payroll Returns: Form 941 (Fourth Quarter Payroll Tax) and Form 940…

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09

Jan 2014

2013 Income Tax Returns: Will You Need To File?

If you fall under any of the categories below, you are required to file a 2013 Income tax Return Single Taxpayers – Taxpayers who are under age 65 and have gross income of at least $10,000 must file a 2013 tax return. If you are over age 65 and have gross income of $11,500 you must file a 2013 tax return.   Married Filing Jointly…

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Paragon January Individual Newsletter

27

Dec 2013

Paragon January Individual Newsletter

Certain Tax Provisions Set to Expire at the End of 2013….Will you feel the effects? On January 2, 2013, President Obama signed The American Taxpayer Relief Act into law. This bill is over 150 pages and retroactively extends many of the sunset provisions as well as permanently patching Alternative Minimum Tax (AMT). However, the following items were only extended until December 31, 2013, and without…

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The 2014 Tax Season Has Arrived!

23

Dec 2013

The 2014 Tax Season Has Arrived!

Mark your calendars, January 31st is the official date- the Internal Revenue Service has announced that they will be processing and filing tax returns, just a little later than planned thanks to the government shutdown we experienced in October. So what does this mean for us? Basically, your refunds are going to be issued later. The IRS wants to make it very clear that it…

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