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Welcome to our blog!  Here you will find useful information about our office as well as articles of interest. Whether you want to see if we're open on an upcoming holiday or check out ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Thursday, April 15, 2021

Did you know you can pay your tax obligations online? Paying the IRS - There are five ways to pay your taxes to the IRS, including an option for paying your taxes in installments. Read about your options here. One option is to pay...

Friday, March 19, 2021

Over the past several days, there have been some major changes that impact 2020 tax returns. Here is what you need to know: Federal Tax Filing & Payment Deadline Extended for Individuals On March 17, 2021, the IRS announced that it...

Thursday, March 18, 2021

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...

Monday, March 1, 2021

We know, at times, that retirement decisions can be confusing and there is substantial information surrounding the investment vehicles that can be utilized to reach your retirement goals. We thought we’d send along some...

Monday, January 4, 2021

Tax time is upon us and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to send along this handy checklist to help with that...

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Sunday, January 3, 2021

We all know that feeling when April rolls around each year: “I NEED to lower my taxes!”The good news is that there are some strategic planning strategies that can help. As part of our planning process, we work with our...

Monday, December 28, 2020

We wish you a happy new year! Despite a crazy year or perhaps because of it, many Americans will be making financial resolutions for 2021. If you’d like to put some of this year’s focus on financial goals but haven’t...

Sunday, December 27, 2020

Recently, the U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill that provides greater unemployment benefits and additional stimulus payments to individuals and families, as well as more...

Wednesday, November 11, 2020

Hello! Welcome to our brand new website and blog! We're excited to share with you our newly re-designed website. Please take a look around! We've got lots of new tools and resources for you to use. You can find multiple ways to contact...