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March 10, 2017News,

How To Prevent Identity Theft?

Many of our clients have expressed concern about the recent rise in identity thefts. If you’re concerned, here are some steps you can take to help defend yourself. Don’t trash it; shred it. Shred anything financial, aside from your t...

January 19, 2017News,

Record-Keeping Questions?

With our upcoming SHRED & POPSICKLE DAY (April 29th – see announcement) planned for after tax season, I’m sure the question will come up “how long should I keep my records for?”  Well, the IRS, as well as others have opinions on that, so...

January 18, 2017News,

2016 Tax Information & Prep

Here is our {basic} supporting documents list to help you remember what to find and bring with you while gathering everything for your 2016 taxes.  However, if you have any questions of course, don’t hesitate to call...

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