Category Archives: Individuals


Spending Your Tax Refund

18

Jun 2014

Spending Your Tax Refund

Simple tips on how you should really be spending this wonderful influx of cash… Ok, so we’re a little behind on this one San Diego… and your tax refund is probably long gone and hanging in your closet. So in the hopes of a hefty return next tax season, we’ve provided some smarter ways to use that extra money! Keep these in mind for next year… Open…

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Common Qualities of the Rich & Powerful

15

Jun 2014

Common Qualities of the Rich & Powerful

Tips, Tricks, and Habits That Will Help You Get to the Top! It’s pretty safe to say that people in San Diego, as well as every other part of the world, that have gained financial success share many of the same qualities. While there is no perfectly paved road to becoming the next Trump or Rockefeller, there are a few traits you can pick up…

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First Quarter Estimated Tax Payments Are Due April 15th !!

08

Apr 2014

First Quarter Estimated Tax Payments Are Due April 15th !!

  Estimated taxes are paid in quarterly installments (every three months) on income that is not subject to withholding, for example: interest, dividends, gains from stock, earnings from a business, and alimony. Federal and state law requires: -trusts -estates -non-wage employees -corporations -wage employees who are not subject to tax withholding to submit quarterly payments of estimated taxes. Self-employment and income tax are paid by…

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Haven’t Received Your W-2 Yet?

03

Mar 2014

Haven’t Received Your W-2 Yet?

As you’re getting all your documents together for your tax return, make sure to have your W-2. Your W-2 form shows what you made for the year and all the taxes that were withheld. This form is necessary for you to file an accurate tax return if you worked as an employee. You’ll want a W-2 form from all employers from the year if you…

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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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