Money Matters

Tax Season 2017: A Few Things to Note

Editor’s Note: Becca Smith from Smith & Smith, CPA in Cary contributed this article.

Cary, NC – Tax season officially began on January 23rd. Like every year there are tax law changes, updates and different rules. Here are a few things to consider for your 2016 tax filing that pertains to the IRS identity theft regulations and the timing of your federal refund.

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Cary Seeks Changes to Wake County Taxes

Cary, NC – As Wake County works on its proposed financial models for the coming years, officials from the Town of Cary have brought up issues with the way certain tax revenue is allocated to the cities and towns in Wake and Cary in particular. Read more


2015 Tax Filing: What You Need to Know

This article was contributed by Becca Smith, Director of Marketing for Smith & Smith, CPA in Cary.

Cary, NC — Here we are at the end of January 2016, and, if there is one thing on all of our minds, it’s our 2015 tax returns. Here are some important things for you to remember when filing your 2015 tax returns. Read more


Money Matters: 2014 Taxes & 2015 Limits


Cary, NC — The New Year is upon us and, with it, a few new Federal contribution limits on the various qualified retirement plans. This is a quick overview of the 2015 numbers along with a reminder on what you can still do for the 2014 tax year. Read more

Tax return

Filing Your Tax Return: 2015 Tips & Tricks

Tax return

Cary, NC — Ready or not, it’s that time of year again! Time to start thinking about filing your 2014 tax return. Becca Smith, Director of Marketing for Smith & Smith, CPA, gives some important dates and great advice to CaryCitizen readers.  Read more


3 Confusing Tax Terms Uncovered


Cary, NC — If you were asked to identify some confusing financial terms, would tax-deferred, tax-exempt and tax-deductible top the list? Taking control of these terms can have a tremendous impact on your savings and investment performance. Read more


Money Matters: Common Tax Terms


Cary, NC — In this issue of Money Matters, Raj Satsangi of Princor Financial Group in Raleigh explains some common tax terms for our readers as April 15 approaches. Read more

Top 7 Tax Tips for 2013

top-7-tax-tips-cary Cary, NC – In January, taxpayers begin receiving the documents they will need to file their 2012 tax returns. Here are some tips that will make sure you are prepared whether you file electronically, use Turbo Tax, or hire a professional to save you the headaches. Read more