Tuesday, October 21, 2014

Elizabeth Hale, CPA's invitation is awaiting your response

 
 
Elizabeth Hale, CPA would like to connect on LinkedIn. How would you like to respond?
Elizabeth Hale, CPA
Elizabeth Hale, CPA
Owner, eeCPA PLC
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Wednesday, October 15, 2014

Elizabeth Hale, CPA's invitation is awaiting your response

 
 
Elizabeth Hale, CPA would like to connect on LinkedIn. How would you like to respond?
Elizabeth Hale, CPA
Elizabeth Hale, CPA
Owner, eeCPA PLC
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Wednesday, October 8, 2014

I'd like to add you to my professional network on LinkedIn

 
Elizabeth Hale, CPA would like to stay in touch on LinkedIn.
I'd like to add you to my professional network on LinkedIn.
- Elizabeth
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Elizabeth Hale, CPA
Owner, eeCPA PLC
Phoenix, Arizona Area
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Wednesday, November 6, 2013

Announcing Hale & Company LLC

You have expressed the need - We are here to provide the answer!
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Companies and Groups Families and Individuals
Insurance - So Many Questions...    Let us help you find the Answers!

Why Hale & Company?

Capitalizing on the synergy of combining excellence in accounting with extraordinary experience in insurance …..HALE INSURANCE is the natural extension for eeCPA to provide its clients with answers to all their insurance needs. Health Insurance Costs are rising rapidly and Employers & Employees alike are finding it challenging to fund these costs from limited budgets that have been severely impacted by the recent economic downturn.  I am often called upon to help budget or evaluate quotes and coverages. In doing so,  I have spent a considerable amount of time to research alternatives to solve my clients' problems. Thus, the birth of Hale & Company LLC.

My Mentor and Partner

My mentor and partner in this endeavor is Bud Bowlin. Bud has 35 years’ experience in handling groups of your size and will work tirelessly to answer your questions and concerns. He is certified on the Affordable Care Act (Obamacare) provisions that began October 1.
 



Let's Get Started to Save you Money NOW!

All we need to get started is the following information about your company.
  • Copy of your most recent billing from all your insurance carriers (i.e. Blue Cross, Aetna, Human, United Healthcare. Also copies of billing for Dental, Life, and other coverages you may have on yourself and employees.
  • Policy description or product sheet
  • Should you want our agency to immediately handle your existing insurance plans please click here to appoint Hale & Company llc and replace your current agent.

Once you’ve provided the info, Bud and I will set an appointment with you to discuss.  We have all major insurance carriers available and will analyze what products will best serve your company providing the optimum benefits for your dollar.

Genuinely,
 Elizabeth

Meet Our Team

Elizabeth Hale
Committed to going above and beyond to help you exceed the financial goals of your business. Having served as a Founder and Controller for a regional service and wholesale distribution company in her early career, Elizabeth became familiar with the challenges and struggles of the evolving entrepreneur.
Learn More ›

Copyright © 2013 eeCPA plc, All rights reserved.
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Our mailing address is:
eeCPA plc
7231 E Princess Blvd Ste 212
Scottsdale, AZ 85255

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Friday, December 28, 2012

Happy Holidays! - Reflections & Resolutions...


Happy Holidays from eeCPA!

Tis the season of giving & sharing! In the spirit of this season, eeCPA has postponed all December 1st billings to the New Year! That is right, we did not send out our 12/1 invoices, and you will not find any new invoices from eeCPA in your “Inbox” until the New Year!

With the Fiscal Cliff looming and year-end plans in the mix, it may be that you need to reach us during this last week of the year. If you have an urgent question or matter to discuss, please contact Elizabeth on her cell at 480.232.4470. I may be out of the office but I will be in town, and I look forward to answering your questions.

 

Reflections of 2012

eeCPA is growing! With 6 of us heading into the New Year 2012, we expect to begin 2013 with 11 team members. That is right – we have just about doubled the size of our team! Thank you for your referrals!

·        We relocated our offices in July 2012 to accommodate our growing staff! We are now located at the Southeast Corner of Scottsdale Road & Princess Blvd, just South of the 101 Loop & N Scottsdale Road exit.

 

·        Scheduling has become more complex. Up until this year, we have been able to accommodate last minute “stop-by’s”, same day or next day appointments. As the practice has grown however, we find that planning ahead is very important to the continued success of this firm. We want to honor the founder’s commitment: “We will deliver attentive & timely service, with expertise.”

Please help us help you!

            Although we welcome “stop by” visits to deliver information, pick up documents, etc., we cannot provide consultancy on a “stop by”. If you are seeking expertise or consultancy on an issue, please make an appointment in advance.

            Urgent questions will come up, and you may need an answer now! In this case, please contact our office, and if one of the eeCPA team members cannot assist you or you really need to speak to Elizabeth, then please note that your question is “critical”. We will make every effort to accommodate you! If the issue is not “critical”, then please plan ahead!

Look for many new improvements coming soon in Q1 2013!

Here is what we are doing to improve our project turnaround time in the New Year:

ü  Scheduling meetings & teleconferences to improve communications

ü  Hiring & training new team members

ü  Defining & documenting our systems

ü  Acquiring, developing & testing new software & technology platforms to offer improved communication and faster access for our clients.

2013 marks the 10th year of service for eeCPA!  

Although growth has brought change, our mission has remained consistent:

“We will provide attentive & timely service, with expertise.”

Attentive, Timely, Expertise – “I stand by my pledge, the same one that I made 9 years ago when I began this firm. If you do not receive a response from me or one of my team members within 24 hours, please contact me directly on my cell at 480.232.4470.”
                        -Elizabeth

 


 

2 Ways to Win an iPad Mini from eeCPA


2 Ways to Win an iPad Mini

 Odometer Readings by December 31st

Between now & New Year’s Eve - Take a picture of your odometer (or just give us the number) & send it to us at odometer@eecpa.com

Please include the following information:

o   Your Name

o   Year Make & Model of your Vehicle

o   % Driven for business during 2012

We will draw the winner on New Year’s Day!

 

Scheduling by January 31st

Pre-Schedule your 2013 tax delivery. Contact our offices at: scheduling@eecpa.com to make your appointment for a teleconference/meeting/delivery of your tax information, and we will be happy to assist you!

            We will draw the winner on February 1st!

 

Thursday, December 27, 2012

What does the Fiscal Cliff mean to You?


What does the Fiscal Cliff Mean to You?

More money to government, less money in your pocket!

There are literally hundreds of tax increases scheduled to take place prior to filing your 2012 income tax returns. Here is just a sampling of what you may look forward to…

·        Bye-Bye Bush-era Tax Rates.
If there is no resolution in Congress, individual income tax rates are scheduled to rise by at least 5%! 
 
  •         Hello Alternative Minimum Tax!
 
The AMT patch disappears, causing more Americans than ever to be subject to the Alternative Minimum Tax (a flat tax at 28% which effectively eliminates the advantage of the 15% bracket)

 eeCPA’s calculations – Based upon our preliminary tax planning calculations for our client base, we have determined that AMT will add approximately $4,500 on to each client’s 2012 tax bills. However, we do anticipate that some sort of patch will be enacted by year-end (or retroactively), since the IRS came out to warn Congress that taxpayers would not be able to file their returns until late March, without the extension of a patch.

We will communicate new law changes, as soon as we receive definitive guidance!

 ·        Estate Tax: Bye-Bye $5 Million Exemption, Hello 55% tax rate!
Unfortunately, the $5 Million exemption is expected to revert back to $1 Million. Beginning next year (2013), those dying with worth more than $3 million in total assets will be taxed at rate of 55% (up from 35% through the end of this year), since legislation has not been enacted. We are working with several clients to make year-end gifts to reduce their potential estate tax burden.

·        Every US Wage Earner will pay 2% more in Social Security Tax beginning next week. The 2% reduction in effect for 2011 & 2012 is scheduled to expire on 12/31/12. We do not expect that this reduction will remain in effect