Record retention

We frequently get asked how long our individual and business clients should keep their records and copies of tax returns. Here is our advice:

Individuals

Most of the time our…

Read More

What is the SECURE Act?

On December 19, 2019, the President signed the SECURE Act. The SECURE Act stands for Setting Every Community Up for Retirement Enhancement and is a bill that includes significant provisions…

Read More

2020 Tax Season Letter

January 4, 2020

Dear Clients and Friends:

We hope 2019 was a happy and prosperous year for you. Now that it is January, it’s time to start thinking about gathering…

Read More

2019 Year-end Newsletter

November 19, 2019

Dear Clients and Friends:

We hope you are enjoying the cooler weather of fall and are looking forward to the holidays ahead. With one year behind us…

Read More

Summer 2019 Newsletter

June 17, 2019

Dear Clients & Friends:

School is letting out and the tourists are arriving, a definite sign that summer is upon us.  If you get a free moment…

Read More