It is all about Taxes

It is all about Taxes

The more you can be proactive about gathering the items and reviewing them when they come in the better prepared you will be when it is time to pass the information and the forms to your tax professional. You have probably started getting 1099s of various types for...
May Financial Tip: Focus on The Details

May Financial Tip: Focus on The Details

May is a great month to review your personal finances. This is especially relevant in 2021 because due to IRS changes, the new deadline for submitting your taxes is May 17th National Financial Literacy was celebrated throughout the month of April and provided many...
March: Down to the Wire for Taxes and Looking Forward

March: Down to the Wire for Taxes and Looking Forward

March is often the considered the “crunch time” for tax preparation. This is a time when missing documents and other tax forms should be tracked down in order to give the information to your tax preparer as soon as possible for filing by the April 15th deadline. If...