Just a reminder for individuals, trusts, and C-Corporations on extension for tax year 2024 – filing deadline is 10/15. If we have not coordinated with you already, please reach out right away.
Year-End Planning (yes, it’s already that time of year): Please grab time on Brian’s calendar (October through December). Note that full availability will not be reflected, reach out with requests for preferred days/times to coordinate if necessary.
Some helpful tips prior to meeting:
- have your financials in order
- prepare a list of questions or updates
- if helpful, send these details in advance
Thank you! And as always, reach out with any questions!