Welcome to 2014!  It is time to get your tax, investment, and financial matters in order.  We look forward to helping you in the upcoming months.

 Several Acts are now affecting all of us.  The American Taxpayer Relief Act of 2012, The Patient Protection and Affordable Act, The Foreign Account Tax Compliance Act, The Tax Relief Unemployment Insurance Reauthorization and Job Creation Act, to name a few.

 Please take a moment to call us and set up your appointment. We want to see you this year! We will begin tax appointments on Monday, February 3, 2014.  We offer evening, as well as Saturday appointments.  Electronic filing has become mandatory by The IRS.  There will be no charge for this service.

 We would love to see you this year, and encourage you to call and set-up an appointment to come in and see us. We also have a website and blog where you can find many helpful articles about tax, weekly posts, and subscribe to our blog posts.

 We have sent out a list of documentations and an organizer needed to complete your return.  Also, we have sent our engagement letter which needs to be signed by you and returned with your documents. Please review the materials, gather your information and give us a call for your appointment.

We are thankful for your patronage and appreciate all of your referrals.

We are looking forward to seeing you all soon!

Al, Sandy & Staff

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