3 More Reasons Why More Connecticut Families Don’t Have Estate Plans

Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We’ve been enjoying the opportunity to reconnect with so many longtime friends from Connecticut who trust us with their most sensitive financial details — and we don’t take that privilege lightly. And because I don’t take this lightly, I also want to take the opportunity … Read More

Emelia Mensa3 More Reasons Why More Connecticut Families Don’t Have Estate Plans

Estate Planning For Dummies: Two Estate Planning Myths Debunked For Connecticut Families

Estate Planning For Dummies

I’m not sure there is very much I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something like this happens, we grieve for shorter and shorter amounts of time and move on ever-more quickly to the shouting at each other over root causes. But the fact … Read More

Emelia MensaEstate Planning For Dummies: Two Estate Planning Myths Debunked For Connecticut Families

2018 Tax Refunds Have You Confused? Emelia Mensa EA, CPA, CGMA Provides Clarity

Tax Refunds

We are cranking along with tax return preparation here at Emelia Mensa CPA, and there are some interesting things that you should know about from Tax Land (that wild, scintillating world that it is). Look — it is our J-O-B to handle this junk so you don’t have to, which is why I make it a point to not be … Read More

Emelia Mensa2018 Tax Refunds Have You Confused? Emelia Mensa EA, CPA, CGMA Provides Clarity

5 Tips To Think More Clearly About Financial Decisions For Connecticut Taxpayers

Financial Decisions

Despite that title, it has, in fact, been a relatively smooth first week of tax filing here at Emelia Mensa CPA. Connecticut clients have been streaming through our doors, and we’ve been enjoying our little mini-reunion with so many longtime friends. Now, there’s plenty to say about that Super Bowl, the advertisements (apparently, they’re all Tide ads), the halftime show, … Read More

Emelia Mensa5 Tips To Think More Clearly About Financial Decisions For Connecticut Taxpayers

Five Common Retirement Strategy Mistakes We’ve Seen in Connecticut

Retirement Strategy

The IRS just began receiving tax returns this week, and we are cranking and grooving along, finding all kinds of savings on behalf of our Connecticut clients … as well as chomping at the bit to help them on THIS year’s taxes. Truly, the more I take a look at this tax reform bill, the more I see opportunities for … Read More

Emelia MensaFive Common Retirement Strategy Mistakes We’ve Seen in Connecticut

Are DIY Taxes Truly Free For Connecticut TaxPayers?

DIY Taxes

If you watched any football over the weekend, you probably saw this year’s version of the popular tax software maker* touting “free taxes” or some such. Not only was the commercial fairly disturbing (it involves impalement of a person played as a joke), but the underlying message also leaves a little to be desired. *Name of said software maker withheld … Read More

Emelia MensaAre DIY Taxes Truly Free For Connecticut TaxPayers?

Common Sense Taxpayer Information Security for Emelia Mensa CPA Clients

Information Security

We’re gearing up for tax season around here, already beginning to help certain Connecticut clients get their returns ready for filing (yes, this early) when the IRS begins allowing receipt of electronically-filed returns on the 29th of this month. And while we have been doing so, we have heard some things I wanted to tell you about … You see, … Read More

Emelia MensaCommon Sense Taxpayer Information Security for Emelia Mensa CPA Clients

Emelia Mensa’s 2018 Tax Preparation Checklist

 tax preparation checklist

Yes, you *thought* 2017 was in the rearview mirror, didn’t you? Well, not for the IRS it isn’t. That’s because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients’ financial lives to the government for maximum savings — i.e., tax return preparation. And while the government last week … Read More

Emelia MensaEmelia Mensa’s 2018 Tax Preparation Checklist

4 Goals To Jumpstart Your Financial Freedom In Connecticut In 2018

financial freedom

It feels VERY good to turn the page on 2017, doesn’t it? There were so many hard things that we faced as a nation that the opportunity to start fresh feels particularly bright this week. Obviously, and as I’ve already written about in some detail, we have a brand new tax regime under which we are NOW operating. The year-end … Read More

Emelia Mensa4 Goals To Jumpstart Your Financial Freedom In Connecticut In 2018

4 Key Year-End Tax Strategies With Tax Reform In Mind For Connecticut Taxpayers

tax strategies

We’re in that annual holiday lull during which most of the country takes things real easy, tries to recover from all of the parties, and gears up for a new beginning. For tax professionals, however … well, let’s just say that we don’t often get a “normal” holiday season, and this year is even more intense as we process all … Read More

Emelia Mensa4 Key Year-End Tax Strategies With Tax Reform In Mind For Connecticut Taxpayers