Monthly Archives: October 2012

2012 Tax Review Appointments

If you have not done so yet – It is time to schedule your 2012 annual tax review.  We are scheduling appointments now and want to be sure you have proper tax planning by the end of the year – so please do not wait till the last minute!

Appointments for your tax review can be held in 2 ways

    1. Remote access – all you will need to have internet connection.  This process is very efficient, you will love how simple and easy this is to use.
    2. In Person – As always, you are more than welcome to come by our office.


What do I need to have prepared for our appointment?

We would like to be as prepared as possible for your revew and make the best use of out time together.  Please have your information ready and sent to us at least 24 hours in advance of your appointment time. 

    • For a list of what you will need – Click Here:

Tax Review Appointment – Items Needed.pdf

    • To submit a fill in form worksheet – Click Here

2012 Review Info-fill in form.pdf

Eye on Money Magazine – Nov/Dec 2012

Eye-On-Money-Nov12-medium.jpgHere is our Nov/December issue of “Eye on Money” magazine.  The primary focus of this issue is looking at your 2012 year end tax planning.  There are many changes upcoming for 2013.  We still are not certain what exactly will be changing, we just know there will be changes.

If you have not already done so – please be sure to contact us about your own 2012 tax year end review appointment.


Click here to view the Nov/Dec issue: