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Blumark Tax Advisors

Good tax advice is hard to come by. Let us help you reduce the stress and confusion that comes with income tax planning and preparation for both your personal and business needs.

www.blumarktax.com
6915 Rochester Rd, Suite 340, Troy, MI, United States, 48085Shannon K. Klug, CEO(248) 289-1647

Focused on long-term relationships, sound professional tax advice, and lasting results, Blumark Tax Advisors offers solutions to meet your individual and business needs. By integrating a talented team of advisors, Blumark provides a comprehensive, 360-degree view of your tax situation.  With the full picture in sight, our team presents you with solid strategies and the blueprint to help you reach your goals.   At Blumark, you are at the center of everything we do.




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1099 Income Bootcamps

Watch our tax bootcamp series covering 1099 income where you will learn more about: Top 2 Questions Health Care Professionals Have About 1099 Income How to Pay Yourself & Income Taxes Retirement Plans for the Self Employed How to Compare a W2 Position With a 1099 Opportunity Locums 101 How to Choose a Long-Term Disability Insurance Policy Corporation vs. LLC vs. Sole Proprietor By th...[more]

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Complimentary Tax Return Preparation for SRNAs

As an added benefit of being a member of AANA and a nurse anesthetist student, we are happy to help you with your tax preparation.  If you are interested in having Blumark Tax Advisors assist with your next tax preparation, please pre-register here.  We will email you in January for the next steps. PRE-REGISTER  ...[more]

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Financial Literacy

We enjoy educating students and advanced practitioners with our financial literacy courses on all topics related to your tax and financial future.  Click here to schedule a lecture now. Colleges/Universities: Uniformed Services University, Bethesda, MD - Nurse Anesthesia Program Columbia University, New York City, NY - Nurse Anesthesia Program Rush University, Chicago, IL - Nurse Anesth...[more]

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RAFFLES / GIVEAWAYS - Enter Now!

Enter to win some great prizes, specific to SRNAs and CRNAs. - SRNA:  Pocket Anesthesia Notebook - CRNA:  Custom CRNA Print / Picture  ENTER NOW

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Tax Service Assistance

Preparing your own tax return can be extremely difficult with today's complex tax code and may often leave you with more questions than answers.  Schedule a meeting a now. Our tax preparation services include: Individual Tax Preparation Business Tax Return Preparation Gift & Estate Tax Return Preparation Partnership & Corporate Tax Preparation Estate and Succession Planning O...[more]


Top 2 Questions About 1099 Income

Watch our first edition in our 1099 Bootcamp Series covering the top 2 questions we receive from CRNAs when it comes to taking on 1099 work and income. To view more Bootcamp sessions, please visit: http://bit.ly/bta-bootcamp-series - Each session is only 20-30 minutes. If you sign-up for our raffle, you will receive links to the whole Bootcamp Series. Click the red button above to access them all in one location!


  • Shannon K. Klug ChFC®, CDFA, CLU, RHU, REBC, CASL, RICP®, CTS®

2021 - THE YEAR OF SUBSTANTIAL TAX BREAKS FOR FAMILIES WITH CHILDREN AND LOWER-INCOME TAXPAYERS

Article Highlights: • Child and Dependent Care Credit • Workers Can Set Aside More in a Dependent Care FSA • Childless EITC Expanded • Changes Expanding EITC for 2021 and Beyond • Expanded Child Tax Credit • Advance Child Tax Credit Payments

IRS UNVEILS ONLINE TOOL TO REGISTER FOR MONTHLY CHILD TAX CREDIT PAYMENTS

Article Highlights: • Increased Child Tax Credit • High Income Phaseout • Advanced Payments • Non-filer Credit Registration • IRS Letters • Scam Awareness

RELOCATING? HOW TO DO IT WITH TAXES IN MIND

Here are the different factors you need to make sure to include in your decision-making process.

CONTEMPLATING REFINANCING YOUR HOME MORTGAGE? THINGS YOU SHOULD CONSIDER

Article Highlights: • Is It Appropriate to Refinance Your Home Loan? • Refinance Costs • Interest Rates • Credit Score • Borrowing Additional Cash • Mortgage Limit • Loan Term • State Treatment • Itemizing Deductions

MINIMIZING TAX ON SOCIAL SECURITY BENEFITS

Article Highlights: • Income as a Factor • Filing Status as a Factor • 85% Maximum Taxable • Base Amounts • Deferring Income • Maximizing IRA Distributions • Gambling Gotcha