Trusts
Estate Planning, Revocable Living Trusts, Joint Tenancy and Your Personal Estate Plan
Phone: (520) 584-0014
Taxes...as romantic as Monday morning
Founded in 1990
Financial SafeGuards Group offers professional and knowledgeable Notary Publics for document signings throughout Southern Arizona.
We have been the Signer of Choice for several off-site lenders and can assure you of a timely signing & smooth closing. We can serve you and your clients for a flat fee in an approximate 20-mile radius of the city center of Tucson, AZ, with the ability to cover adjacent counties.
Call if you need it Done Right The First Time!
Feel free to call for references. We are Certified, Licensed, and Bonded.
Financial Safeguards Group is not primarily an insurance broker, but we are licensed in the State of Arizona to sell various Insurance products. These products include Long Term Care Insurance, Annuities, Life Insurance, and Health & Disability Insurance. We offer these products as a way to conserve your money and help offset unexpected expenses and/or provide Retirement income. Contact us by phone, fax, or email for further information on Annuities, IRAs, or any other Financial Vehicle.
How about a guaranteed return on your money? IRA, 401K or Savings. 3 or 4% annually for as little as 3 years and as much as 20 years.
Call for information
Estate Planning, Revocable Living Trusts, Joint Tenancy and Your Personal Estate Plan
We have had these calls reported and have received them in office. They sound really authentic until they tell you to go get a prepaid visa from Walmart and call them back with the authenticating numbers.
If you do this consider your MONEY GONE. There is no recourse to re-claim your money.
If you believe or know that you have an I.R.S issue, call us first.
If you receive a letter from I.R.S., CALL us first.
If you need to respond to I.R.S, do not call the number given to you in voice-mail or on phone. The proper number to call is 1.800.829.1040.
If you wish to report said phone call the number is the Treasury Inspector general at 1.800.366.4484.
More information at https://www.irs.gov/newsroom/tax-scamsconsumer-alerts
Fall 2022
November 1,2022 – January 15, 2023
Tuesday – Thursday: 10 AM till 4 PM.
Appointment upon request.
Tax Season hours start January 16, 2023
Tuesday – Saturday: 10AM till 6PM
BY APPOINTMENT ONLY
The tax items for tax year 2022 of greatest interest to most taxpayers include the following dollar amounts:
Tax Bracket Rates For tax year 2022 for individual single taxpayers with incomes greater than $539,900 ($647,850 for married couples filing jointly) 37%
The other rates are:
35%, for incomes over $215,950 ($431,900 for married couples filing jointly);
32% for incomes over $170,050 ($340,100 for married couples filing jointly);
24% for incomes over $89,075 ($178,150 for married couples filing jointly);
22% for incomes over $41,775 ($83,550 for married couples filing jointly);
12% for incomes over $10,275 ($20,550 for married couples filing jointly).
The lowest rate is 10% for incomes of single individuals with incomes of $10,275 or less ($20,550 for married couples filing jointly).
Charitable Donation Value guide
http://www.smbiz.com/sbrl007.html
Compute your Withholding
https://www.irs.gov/individuals/irs-withholding-calculator
Arizona Charitable Donation Tax Credits
https://azdor.gov/tax-credits/contributions-qualifying-charitable-organizations
Arizona Education Credits
https://azdor.gov/tax-credits/credits-contributions-certified-school-tuition-organizations
There is also a button that downloads a file for ‘Tax Preparation Organizer’.
Self-Employed?
Remember to save enough money to pay the self-employment tax of 15.3% on your net earnings. Nothing like getting slapped with a $15,000.00 to $25,000 tax bill in January. Create a log of daily mileage and expenses.
Print W-9 Forms and have everybody you pay money to fill out. You need this at end of the year to provide W-2 and 1099 forms.
Maintain separate accounts.. Business and personal. Easier to establish that you are a business…NOT A HOBBY
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