Helpful Tax Planning
for 2017 and 2018
Tax Season is just around the corner and we have made lists (of what’s new & likely new in the tax code for 2017 & 2018) and checked them twice! Read all about it for both individual and business returns in the end of the year letters prepared to inform and remind you of things you can do BEFORE YEAR’S END TO MINIMIZE YOUR TAX LIABILITY. IT IS MORE IMPORTANT THAN EVER TO TAKE YEAR END PLANNING ACTION TO TAKE ADVANTAGE OF DEDUCTIONS THAT MIGHT NOT BE AVAILABLE NEXT YEAR. Please take a moment and read; we know you are busy but, don’t miss out! Click anywhere in this article to link to the letters.
When our 2017 software arrives, we will be getting it ready for YOU our clients. As soon as that happens, you will be getting another email with instructions for access to your organizer. Look for that early in the 2nd week of January. Until then enjoy the Holidays with family and friends and Happy Tax Planning. As always you can call us with any questions!!
Making A Difference In Your Financial Future
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletters, articles, calculators, and research reports as well as access to your investment accounts.
Our firm's experience as Certified Public Accountants gives you access to over 20 years of experience in accounting systems using QuickBooks, business management, development and controllership services as well as income tax planning and preparation experience for businesses and individuals. We serve businesses to help individuals.
As Certified Financial Planners, we use a comprehensive approach focusing on the 8 wealth management issues to focus our attention on your most pressing financial needs. We’re here to help educate you about the basic concepts of wealth management and take action towards your financial goals.
Doug's affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM provides him with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of highly competitive, non-proprietary financial alternatives, securities and services.
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Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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