“The only thing constant is change.” Change is an inevitable part of life. We often resist it because it challenges us and threatens our comfort zone. However, when we initiate the change we invite growth, progress and success. With that in mind, we are pleased to announce two important enhancements to improve the service of our clients:
1. The launch of our redesigned website. Our objective was to improve user experience with clear navigation, a responsive layout and increasing visibility of our services. We’ve redesigned our website with you, the client, in mind. Challenging? Yes, but you’re worth it!
2. The launch of our new blog. Our blog will offer informative tips and helpful advice on a range of financial matters of importance to you, and especially as you face major changes in your professional and personal lives. We welcome your input, requests or inquiries.
We look forward to better serving your needs by making these improvements to our site. What about you? What changes did this past year bring to you? What changes would you like to initiate? As tax season approaches it’s vital that you think about any changes that will impact your tax preparation.
Here are some questions to think about:
-Did you buy or sell a home?
-Did you get married or divorced?
-Did you have a baby or adopt a child?
-Did you experience the death of your spouse?
-Do you have a retirement plan?
-Did you acquire any rental property or are you earning rental income?
While the questions above are not all-inclusive, if you answered “yes” to even one of them, it will certainly have an impact on your taxes. No matter the change—either large or small—we will help you navigate through the tax season. We look forward to teaming up with you this coming tax season. Best wishes!
The purpose of this article is to provide information, rather than advice or opinion. It is accurate to the best of the authors’ knowledge as of the date of the article. Accordingly, this article should not be viewed as a substitute for the guidance and recommendations of a retained professional.
