Blog
Richard Lindsey’s Top 2024 Financial Strategies
The official tax season start date has landed—JANUARY 29th. That’s next week.This is your cue to start gathering everything you need for your tax appointment. (Speaking of… have you booked yours with us yet? It’s early so there are still plenty of spots open, but...
Tax Appointment Musts for Mobile Clients
Playoff season in the NFL is always action-packed. Add crazy weather and things get even more interesting. Kansas City fans shivered their way through sub-zero temperatures — the 4th coldest game in NFL history — and the Bills/Steelers game was rescheduled thanks to a...
The Impact of AI in Personal Finance for Everyday Mobile People
We’re still waiting for the IRS to declare open season for filing. But even though it won't be until January 29, that doesn’t mean you can’t book your tax filing appointment now. When you’re ready, grab a date that works for you here:251-633-4070Now, you might think...
2024 Tax Credits & Deductions for Mobile Taxpayers
Before I get you thinking about the new year and being tax savvy in it, let’s first address the 2023 tax filing season which is fast approaching. It’s a good idea to go ahead and get on my schedule now to handle your 2023 tax filing. Though the IRS doesn’t...
Updated Per Diem Rates for Mobile Business Travelers
When the holidays straddle the weekends into Monday, regular routines can be a little choppy. Feels like a blur between December 24th and January 1st.Here at Team Lindsey & Waldo, we're finalizing a lot of year-end moves for various Mobile clients (as I write...
Lindsey & Waldo’s 5 Online Security Tips to Protect Your Information
Less than a week until Christmas. You might be like me, always planning on shopping early but still somehow ending up frantically searching for a few last-minute gifts in some Mobile store because online gifts won’t make it in time.If you haven’t finished your...
Viability of Health Savings Accounts for Mobile Earners
I know the end of the year is pretty filled up, so you’re usually not thinking about tax season.But, as your friendly Mobile tax professional who wants to keep your head in the game in advance of tax season, here’s a great checklist from the IRS to get you...
5 Year End Tax Strategies for Mobile Taxpayers
As a parent, you know that having kids ain’t cheap. Shelling out for Christmas gifts serves as another excellent reminder that a significant part of your income isn’t for you. Though, if you’re prone to buying in bulk to get your family fed, you could get a...
How the 1099K Delay Affects Mobile Taxpayers
Coming out of the Thanksgiving fog yet? I think there are still a few leftovers in my fridge from Thursday’s meal that might end up in the waste bin… I’ve had my fill of leftovers.Or maybe you chose to forego leftovers altogether and stay light for your Black Friday...
Thanksgiving Cues for Every Mobile Person
I love Thanksgiving. I don’t love Thanksgiving. Both are equally true. A lot of it comes down to sharing a meal with our Mobile family and friends. There’s something special about getting to gather at the dinner table and express gratitude for a roast turkey and...
Richard Lindsey’s Guide to Divorce and Taxes
We’re not the only ones who can get festive this time of year. In the spirit of giving, the IRS recently released important updates for the 2024 tax year to adjust for inflation. They’re increasing the Standard Deduction — up to $29,200 for married...
Before Turning Mobile Homes Into Short Term Rentals
The real estate market is tough in general right now. With less loans being dealt out and a shortage of homes for sale, both buyers and sellers are working hard to get what they want.And it looks like there’s a big change with how agents are paid that’s coming...