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Fast Facts: Identity Theft

Fast Facts: Identity Theft

“Identity Theft is not a joke, Jim!” Dwight Schrute from The Office certainly had the right idea. Far from being a joke, identity theft is on the minds of many individuals this time of year. Tax-related identity theft is one of the most common forms of identity theft....
When Will My 2021 Tax Return Be Completed?

When Will My 2021 Tax Return Be Completed?

There’s no denying it – tax time is stressful. If you’ve never used our firm to prepare your tax return before or haven’t sent in your 2021 tax information yet, your mind may be flooded with questions: When is my tax information due to your office? What...
Organizing Your Tax Documents 101

Organizing Your Tax Documents 101

It feels like deja-vu. Tax season, like last year, seems to never want to end. And while the extended deadline initially seems advantageous, you might actually find yourself procrastinating even more. So we recommend the following to help you keep your tax information...
This Mistake Could Cost You 50% of Your Retirement

This Mistake Could Cost You 50% of Your Retirement

The new year is almost here! This is your official reminder: it’s time to take your required minimum distributions before year end to save your retirement fund! Before you do, though, we recommend getting a better understanding of RMDs to avoid unplanned penalties and...