News & Events

This is one of the most frequently asked questions from our clients. It sounds like there should be an easy answer, unfortunately it’s a little more complicated than you might think... The general rule-of- thumb is to keep copies of tax returns indefinitely, and supporting documents for three … [Read more...] about How Long Should I Keep My Records??

My grandparents' idea of saving was stuffing their money in the mattress. For them investing meant going to the local bank and putting money in a CD, and even that was thought to be too risky! What saving and investing have in common is the goal to make your money grow. Beyond that there are … [Read more...] about Save or Invest

She was in tears... This was a very sophisticated client in complete hysteria. Although she was barely audible, I managed to make out what had happened. She had just received a very aggressive and threatening call from the IRS demanding immediate payment on overdue taxes otherwise she would be … [Read more...] about Scam or Not?

How do you prepare for tax day? (a) You think about purchasing Tax-Preparation Software, and then you stress over the errors you made by filing your own taxes. (b) You procrastinate and ignore the inevitable until the 6 O'clock News reminds you that it's TAX DAY tomorrow! (c) You always file … [Read more...] about 5 Tips to Prepare for Tax Day

"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 … [Read more...] about Change…