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Showing posts from April, 2019

The Lake of the Ozarks Community Has Some AMAZING Fireworks on Memorial Weekend!

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One of the MANY great things about have two accounting firms at the Lake of the Ozarks   is getting to be a part of that fantastic community. It is amazing how different businesses around the Lake area come together to put on some awesome events. Memorial Day is meant to be a day where everyone remembers those who have sacrificed their lives for this country and our freedoms. Our Mid-Missouri accounting firms are here to give you a complete schedule of the fireworks displays that will be delivered by local Lake of the Ozarks businesses on Memorial weekend. The Lake of the Ozarks Community Has Some AMAZING Fireworks on Memorial Weekend! Source:  https://www.funlake.com/memorial-weekend-fireworks-displays Local Business: Celebration Cruises at Bagnell Dam Date: Saturday, May 25th Time: Boarding: 7:00 pm; Departure: 7:30 pm; Return: 9:30 pm 1006 Bagnell Dam Blvd. in Lake Ozark Seating is limited; Book reservations early. Call for details: 573-480-3212 Local Business: Be

Estate Planning Advice for New Parents

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Congratulations! You have just had a NEW baby and your family is growing! This is such a wonderful time in your lives and the last thing you are probably thinking about is what happens if you and/or your spouse pass away unexpectedly. Our accounting firms in Mid-Missouri specialize in giving estate planning advice to our amazing clients. From transferring your business to a beneficiary to making sure your children are cared for in the event you and your spouse pass away, Wilson Toellner CPA can advise you on effective estate planning in Central Missouri , meaning, the orderly transfer of your assets to your beneficiaries and providing security for your surviving spouse (if applicable). Throughout your estate planning efforts, keep the following pieces of advice in mind if you are a new parent. Estate Planning Advice for New Parents Have a will (if you don't already). It is SO important to have a will in place, especially if you have children. We realize this probably

5 Retirement Planning Tips for Millennials

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Millennials make up a huge chunk of today's United States population. Just so we are all on the same page, a millennial is anyone who was born between 1981-1996. The millennial population grew up as the Internet was really starting out. Our retirement planning advisors in Mid-Missouri are here to give a few retirement planning tips for the millennial generation. If you are in need of any retirement planning in Central Missouri advice no matter what age you are, call Wilson Toellner CPA . We have four different office locations throughout Mid-Missouri. All locations and phone numbers can be found on our website at www.WTCPA.com . 5 Retirement Planning Tips for Millennials Start an emergency savings account. As a millennial, you likely have many things that could benefit from having an emergency savings account in your life. For example: You are a homeowner and your HVAC system breaks down. You are a homeowner and have lost your job and need to keep paying on your mortg

5 Pieces of Financial Planning Advice for Newlyweds

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Congratulations! You and your partner just got married and you are ready to start your lives together, so wonderful. Amongst all the bliss, thinking about financial factors may not be on your priority list, understandably so. However, your financial world can change when you get married and our financial advisors in Mid-Missouri want you to be prepared. Our accountants in Central Missouri are here to give some financial planning advice for newlyweds. If you would like to start to come in for a consultation, please give Wilson Toellner CPA a call today. We have four locations throughout Mid-Missouri, please check our website at www.WTCPA.com and call the firm nearest you. 5 Pieces of Financial Planning Advice for Newlyweds 1. Have an honest conversation with your new spouse about money. Honesty is the best policy in these cases. When you are trying to figure out how you want to proceed financially in your marriage, be open with your spouse about: How you foresee moving

What Does It Take to File An Extension?

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As you know Tax Day 2019 is April 15th but not everyone gets their taxes done by that time each year and in those cases, extensions need to be filed, but what does it take to do that? Our tax accountants in Mid-Missouri are here to tell you what it takes to file an extension for your taxes. For help with this important task, be sure to call our accountants in Central Missouri as soon as possible. Wilson Toellner CPA holds four accounting firms throughout Mid-Missouri and we are here for you. Just visit www.WTCPA.com and choose the firm nearest to you and give us a call. What Does It Take to File An Extension? Reasons Why People File Extensions There are several reasons people file extensions each year, they can include but are not limited to: Not having all the documents you need to file your taxes on time, such as the W-2 from your employer Something unexpected happens in your life, whether that be a new baby, a new job promotion, a new move - these sorts of things c