Business Spotlight on Wendy Cassera & her business

Taxpectation’s, it is tax season are you prepared?

Local Calendar of Events, Coupons, & Attractions

Featured article on Arlie Garden’s

March/April 2015

Wendy Cassera and her company Taxpectations will be entering a 5th year of tax

services in the Grand Strand. Wendy is very passionate about what she does and it is obvious when she begins speaking about taxes and finances. When I ask Wendy what exactly she does her answer is always: "I help entrepreneurs who are struggling with their finances to find simple and easy ways to manage and un-derstand their finances, so that they can make more money". That sounds good to me and it should to all busi-ness owners that need help in these confusing tax times. The point is that once your monthly bookkeeping is done (and yes, Taxpectations offers that service as well), you ask yourself, now what? You have a profit and loss in front of you stating how much money you made and how much you spent, but what do you do with that information? That is a question that Wendy loves to help people figure out the answer to based on their industry, their goals, AND their personality and lifestyle. She says "Yes, you can live a champagne lifestyle on beer money".

The Tax Code is now about four million words, nearly as long as seven versions of War and Peace or the novel version of Les Miserables and just under four times the number of words in all of the Harry Potter books put together. -FORBES MAGAZINE

For this reason, it is important when dealing with taxes, that you find a tax professional that keeps up with the constant changes. Remember, that quote is only for the federal tax code. You still have to worry about the state returns.

Wendy Cassera

Gluten Free Bakery Cookies, Cakes, Cupcakes, Bread, & Muffins!

7066 HWY 90 Suite D

Summerfield Plaza,

Longs, SC 29568

(2 blocks south of Bistro 90)

843-504-5198

Hours: Thur. - Fri. 10am-6pm

Sat.- 10am-2pm

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$1.00 off $5.00 purchase

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843-267-1414 Nathan Neagles - Dockside Realty

415 79th Ave. N. Myrtle Beach, SC 29572

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These 3 tax-smart moves Could help you pay less

in taxes next year . . .

Kristy M French Financial Advisor 412 Main St. North Myrtle Beach, SC 29582

843-280-0025

www.edwardjones.com

Feeling like you paid too much in taxes this year?

It’s not too early to make a difference for next tax season.

Here are three tax-saving investment strategies that may

help you keep more of what you’ve earned: 1. Consider tax-free municipal bonds1 for federally tax-free investment income.

2. Contribute to a traditional IRA or 401(k) to lower your taxable income.

3. Contribute or gift to a 529 college savings plan for children or grandchildren.

Let’s work together to find tax-smart strategies that fit your needs.

1 Municipal bonds are exempt from federal income taxes but may be subject to state and local taxes, as well as the Alternative Minimum Tax

(AMT). 2 Contributions may be eligible for a state tax deduction or credit in certain states for those residents. If a distribution is taken but is not used for a qualified expense, the portion of the distribution representing earnings is subject to

ordinary income tax and a 10% federal penalty. Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax

or legal advice. You should consult with a qualified tax specialist or legal advisor for professional advice on your situation.

Wendy prides herself on keeping up with all the latest on the subject of taxes and

finance. In December 2014, she passed the new AFSP certification exam given by the IRS. This certification will allow her to be listed by the IRS on their register listing on the IRS.Gov website. Additionally, Wendy is gaining continuing education credits required to continue to be an ERO (electronic return originator). Wendy is also at-tending all the classes and seminars that will enable her to easily incorporate all of the Affordable Health care stuff into your return this year.

SHOUTMB: How long have you been in the accounting field? Wendy: I took my first job in accounting at the young age of 14. Since then I have

obtained 5 degrees and many certifications. Including the new AFRS certification from the IRS. This test is not only about really knowing the tax world but it also requires me to pass a stringent back-ground check and be bonded to be sure I am a well prepared tax accountant. SHOUTMB: Where are you originally from? Wendy: I grew up in California but the last 25 years I have lived in 13 states. SHOUTMB: What brought you to Myrtle Beach? Wendy: I love the beach and the ocean. In April 2009, I came to Myrtle Beach on vacation and loved the area. SHOUTMB: What makes Taxpectations different from other accounting firms? Wendy: Pride on getting to know clients and customizing the services to meet their specific needs and personalities. SHOUTMB: What made you choose accounting and tax preparation? Wendy: I love taxes!! FUNNY.. When I was 14 and saw my father stressing over taxes and I would invariably wind up doing the family taxes for that year. SHOUTMB: What kind of client is your favorite? Wendy: I like taking the mess from an individual or company and making organized money from it. SHOUTMB: What do you read to keep up-to-date? Wendy: Entrepreneur and Forbes magazines are my favorites. Also the IRS distributes emails that really help me to stay super-current.

SHOUTMB: What do you do on your rare days off?

Wendy: Movies, housework and read, read, read.

In short, Taxpectations offers Bookkeeping, Accounting, and all Tax Services includ-

ing complex issues, back taxes, individual, business and non-profit. Taxpectations prides itself on taking your shoebox (in whatever form that is) and turning it into a tool that you can use to make your business grow!! So if you are swimming in piles of re-ceipts and paperwork, Call them now! To schedule a free consultation, contact Wendy at wendy@taxpectations.com or (843)877-5347 to make an appointment. Mention that you found her here and get 10% off your first service.

Continued from Page 3

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Special Events!

March 12th- Caribbean Night 6pm (Call for more information)

March 17th- St. Patrick’s Day Party

We are celebrating St. Patty’s Day in a BIG way! Share

in the Irish spirit by wearing a bit O’ green on St. Pat-

rick’s Day. There will be party favors, live entertainment

and just some plain old fun!!! Party starts at 4pm.

April 5th- Easter Sunday we will be open from 12:00pm-

9:00pm The Easter Bunny will be

stopping by our place for a couple of hours to put smiles

on children’s faces and eggs in their basket while you

have dinner! May 2nd- Third Annual Kentucky Derby

Happy Hour EVERYDAY from Romantic Curtained Booths for

that Special Evening!

Tax Services Monthly

Bookkeeping Services

Consultations

Wendy Cassera wendy@taxpectations.com

(843) 877-5347

Call now for a FREE consultation! Mention that you found her here

and get 10% off your first service.

I help entrepreneurs who are struggling

with their finances to find simple and easy ways to manage and

understand their finances, so that

they can make more money.

March & April 2015

March 5th-7th- “Rent” Musical Drama at the Theatre of the Republic 7:30pm March 7th- BFF Pink Ribbon Run 5k/10k at Barefoot Resort 8am March 7th- Spring Tour of Homes 10am-4pm at Simeon B. Chapin Art Museum March 7th- Remember when oldies Fest at La Belle Amie Vineyard 399-9463 March 8th- Daylight Savings set clocks forward 1 hr March 10th- BLING Networking Meet Up at Joes Crab Shack Barefoot Landing at 5:30pm March 10th- Free Legal Clinic at Chapin Memorial Library 6:30pm March 12th- Castano’s Caribbean Night 6pm March14th- St. Patrick’s Day Kilt Run at Dead Dog Saloon 8:25am March 14th- St. Patrick’s Day Parade on Main St. NMB 9am March 14th-15th St. Patrick’s Day Festival in Downtown Myrtle Beach 11am-11pm March 14th-22nd- Canadian-American Days Festival along the Grand Strand March 17th- Free Concert Symphonic Band at Broadway at the Beach 4pm March 18th- The Big Sweep help keep Myrtle Beach Clean ! Call for more info 843-918-1055 March 18th- Grand Strand Professionals Business Networking 8-9am grandstrandprofessionals.com March 19th- Run to the Sun Car & Truck Show at the former Myrtle Square Mall Lot March 21st- Classic Car Cruise In at Boardwalk Coffee House Barefoot Landing 11am-2pm March 21st- Local Brews Local Grooves at the House of Blues March 21st- Art & Wine Walk at Barefoot Landing 12pm-9pm March 23rd- Bistro 90 is Hosting a Newton Family Vineyard 5 Course Wine Dinner 843-390-5151 March 28th- Run for the Shelter 5k & 1 Mile Walk at the NMB Sports Complex 9am March 30th- Spring Break for Horry County Schools until April 6th

April 3rd- Winter Senior Dance at the Base Recreation Center April 4th-Fireworks at Broadway at the Beach 9pm April 4th- Easter Egg Hunt at Mclean Park 10am-12pm April 4th- Breakfast with the Easter Bunny at the Hard Rock Café 9am-10:30am April 4th-Dog Day on the Deck of the House of Blues to benefit the Humane Society April 5th- Bistro 90 will be open on Easter 12pm-7pm Call for Reservations 843-390-5151 April 5th- Castano’s Restaurant will be open from 12pm-9pm with the Easter Bunny! April 9th- Fireworks following the Pelicans Game April 12th- Diva Half Marathon & 5k April 14th- Free Legal Clinic at Chapin Memorial Library 6:30pm April 17th-18th- Earth Day at the House of Blues Farm to Table Menu and 4 lives bands April 18th- Relay for Life at Broadway at the Beach 12pm April 18th- Fireworks at Broadway at the Beach 8pm April 22nd- Myrtle’s Market RE OPENS 9am-6pm April 23rd- An Artist’s Journey at the Simeon B. Chapin Art Museum April 25th- Paddle for Pets at Barefoot landing 12am Build your own boat and race down the waterway to raises money for the NMB Humane Society

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Let us make sure your home is safe while you are away!

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Some of the things that we do: Check for operation of heating and cooling systems, depending on the time of year

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Arlie Gardens

Airlie Gardens

Open 9am - 5pm, 7 Days

March through December

300 Airlie Road

Wilmington, NC 28403

Just 60 miles north of Myrtle Beach is an awesome day trip that any age can enjoy. Airlie Gardens lies just outside the city of Wilmington on the Bradley Creek. I visited on a cool sunny day in September and found the grounds to be well kept and beautiful If you choose to walk the whole area, it's about 2 miles plus any off-path excursions you may encounter. A convenient shuttle service is constantly circling the grounds to pick up patrons and bring them to any of the attractive areas contained within the grounds. Airlie continues to amaze visitors with a unique combination of gardens, wildlife, historic structures, and walking trails. The grounds are home to many really cool and unique

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7209 SC HWY 90 Longs, SC 29568

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Broadway at the Beach

843-445-7910

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4830 Hwy 17 South

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