I wanted to let our clients know that on their portal account, there is a Tax & Financial Planning Package. We created it and personalized it for you. Please, take some time to check it out. Also, Stimulus Checks are still being processed. Please be patient because the IRS system is still a work in progress. Here is a walkthrough.
Podcast: Client Family Support
The unique position I am in enables me to not only provide tax and financial services but during this time of crisis and uncertainty I want to reach out to our clients, family and friends to assure you, you are not alone. What can we do now to better our situation and what can we do to prepare for the future?