If it seems as though tax season got the best of you, perhaps we should discuss how to make it easier next year by giving it moderate attention each month or each quarter.
The remainder of the year is the best time to meet with us for a variety of reasons:
Are you trying to decide when to make major purchases or leases and how this timing may make a substantial difference to you?
Are your accounting records and bookkeeping in order? Do you need assistance before problems become unmanageable? We can help in person, by phone, or with remote system management.
Have you had a recent financial checkup? What is your plan for retirement?
Is it properly funded given the recent ups and downs of the financial markets?