Colorado Springs: Carrie Bullock Shares How Cash Tracks Financial Resolved Her Tax Problems

 

We're excited to share our latest video episode with you. This time, we're featuring Carrie Bullock, one of our incredible clients. Carrie opened up about her and her husband Robbie’s experience working with Marcelino and the team at Cash Tracks Financial.

👉 Here are 5 keys you'll learn from watching this episode:

1. The Importance of Filing Taxes:

   Carrie dives into the challenges they faced by not filing taxes for a long time.

2. The Power of Recommendations:

   Discover how a man in Springfield pointed them in the right direction.

3. Overcoming Tax-Related Fears:

   Learn about their initial obstacles and how they tackled extensive tax requirements.

4. Positive Changes Post-Resolution:

   See how addressing their tax issues alleviated worries about IRS actions.

5. Maintaining Confidence in Financial Partners:

   Carrie shares her comfort and trust in Cash Tracks Financial after years of collaboration.

Cash Tracks Financial of Colorado Springs

Marcelino Dodge, EA, CTRC

525 N Cascade Ave., Suite 200

Colorado Springs, CO 80903

(719) 359-8789

www.cashtracksfinancial.com

success@cashtracksfinancial.com

Colorado Springs: What Can I Do My IRS Records Are Lost or Destroyed?

Imagine this: you come home to find your dog happily chewing on your IRS records or the unexpected natural disaster strikes and all your records are either washed away or blown away. Feelings of helplessness and worry set in about what steps you can take to file tax returns with no records.

This can be especially stressful when you have a business. How can you take that feeling of being exposed and change it to a feeling of optimism?

1) Contact a tax professional such as an enrolled agent who assist you record reconstruction and provide guidance.

2) You can contact employers and financial institutions to get copies. Sometimes you can download copies from online portals.

3) If you are business owner, there are rules that will allow the reconstruction of income and expenses, thus removing that numbing feeling of being exposed to the IRS with no hope.

4) Keep Future Records Safe: To prevent future mishaps, consider storing important documents in a secure location and store digital copies in the cloud that can serve as a backup.

While having your IRS records accidently destroyed can leave you feeling overwhelmed and isolated, it’s a manageable situation. With prompt action to reconstruct your records and notifying the IRS, you can minimize any potential issues. By keeping your records safe in the future you will feel confident and secure should the IRS come knocking. 

Cash Tracks Financial of Colorado Springs

Marcelino Dodge, EA, CTRC

525 N Cascade Ave., Suite 200

Colorado Springs, CO 80903

(719) 359-8789

www.cashtracksfinancial.com

success@cashtracksfinancial.com