Welcome to the Mickele Nowden CPA Community – Your Exclusive Hub for Financial Success!

Step into a trusted space where current and future clients can confidently and clearly explore tax and accounting topics. As your dedicated CPA partner, we've created this community to share expert insights, answer your questions, and foster meaningful discussions about taxes, bookkeeping, and business advisory services.

We believe in personalized attention and real solutions, which is why we've moved away from traditional social media to create this focused platform just for you. Here, you'll find valuable resources, timely updates, and a supportive network of professionals and peers, all working toward financial excellence.

Whether you're seeking tax guidance, bookkeeping expertise, or strategic financial advice, you've found your home. Join our community today to access exclusive content, engage in meaningful discussions, and take control of your financial future.

Let's grow and learn together!

If you refinanced a rental and used some of the proceeds personally, the annual mortgage interest statement may not tell the whole tax story.

Useful records include:

• The original and refinance closing statements.

• The old loan balance and its use history.

• Bank records showing where the refinance proceeds went.

As you compare retirement plans, consider:

These details can affect plan eligibility, required employer contributions, state obligations, and the tax consequences of different options.

Retirement plan decisions may involve more than one professional.

Reach out to our firm to discuss the tax considerations and how a plan may fit with your broader tax planning. A retirement plan professional can help with plan selection, design, administration, and implementation.

Selling your home? Start gathering these records

If you are considering a sale, organising your records now can make the tax review easier.

Gather:

• The closing statement from your original purchase.

• Records of major improvements.