Tax time is once again right around the Corner. We will be mailing out 2020 Tax Organizers the first week of February. Additionally, if you have an ELITE Pro subscription or higher, you will be getting the new TAX Letter that outlines the list of forms your should be looking to receive based on the taxable events that you triggered during the tax year.

Any COVID-19 tax relief distributions from IRA and other qualified accounts will have detailed instructions.

We have taken all the necessary precautions to make the office safe if it is required that you physically meet with us there, and like last year we will do our best to handle as much as possible through zoom video conference.