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A Letter to Our Clients...

2018 is coming to a close; however, you still have time to avoid big surprises at tax-time next year. 

We suggest that you start year-end planning now by finding time to read through this newsletter as soon as you can.  

It's filled with tax-saving ideas, many of which won't work if you wait too long.

Read full article..

Reference and Download Documents

From time to time we will use this section of our website to make available documents, or links, that will make the task of gathering and organizing your tax and financial information easier and more efficient.

We will also send you here to download documents that require input from you that will enable us to best serve you. Those documents are generally relegated to the right column.







2018 Year-End Tax Tips...

Not all these tips based on current tax rules will apply in your particular situation, but you (or a family member) are likely to benefit from many of them. The sooner you call us and make an appointment, the more time we will have to meet, narrow down the specific actions that will benefit your family...or your business. The following will help get  you started on your year-end tax-saving moves.

An Important Tax Tip That Apples All Year

What to do if you receive a suspicious IRS-related correspondence?

If you receive an email claiming to be from the IRS that contains a request for personal information, taxes associated with a large investment, inheritance or lottery. Don't reply. Don't open any attachments. They can contain malicious code that may infect your computer or mobile phone. Don't click on any links. Forward the email as-is to IRS at phishing@irs.gov. Don't forward scanned images because this removes valuable information.  Immediately delete the original email.

more...(see Checklist, pg2)...



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