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It Might Be Time To Shake Things Up Dallas/Fort Worth

time for change dallas

It’s that time of year again Dallas/Fort Worth! Time to start thinking about holidays, family, celebrations, office parties…and the thought of another year passed and time to plan for the next one! And then TAX TIME!! In the next few months you will start to receive your W2, 1099 forms, etc. It’s also the time of the year you want to dig out your HUD-1 statement if you recently purchase or refinanced in Texas. You will want to have it handy when you complete your 1040 tax return!

Speaking of taxes, remember that if you purchased this year in January you are eligible to file your Homestead Exemption.  Another exemption you might qualify for is the O65 (over 65 years of age exemption). This one will significantly lower your tax rate…just another perk of a slightly older age!! Be sure to check with your county to see what exemptions are on your home or which ones you might qualify for since it can only save you money in the long run.

Here are some local CAD offices that can help you.  If you office isn’t listed a simple online search should find them.

Our friends at our local Dallas Chicago Title office provided this great 2013 Tax Rate Sheet that you might find handy if you are thinking about moving or maybe you think your tax rate is incorrect. Check it out.

I always find the end of the year is a great time to reflect and re-evaluate. Maybe it’s time to look for another insurance carrier or maybe you feel you need to start making some estate planning decisions. Regardless of your family size or situation it’s always good to have a plan in place. Should you need help locating a CPA or an estate planning attorney or even an insurance agent please give me a call. I’d be happy to make a suggestion to one in the Dallas/Fort Worth area.

Let’s say your family and/or living situation has changed and it’s time for a new home. Well you have hit the right place! We can help with the sale of an existing home, the purchase of a new home and even finance any renovation costs you might incur should you wish to update your new digs! Give us a call today – we are here to help with any changes in your life as the New Year approaches!

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