Happy October! Now that we are in the fourth quarter of the year, we encourage year-end tax planning. Late October/November is a great time for assessing the current year and discussing strategy before year-end. Please use our scheduling link or reach out to [email protected] to coordinate.
Financial & Tax Updates
Q3 Estimated Tax Reminder
For taxpayers making quarterly estimated tax payments, this is just a friendly reminder of the Q3 due date (9/15). Please contact our office if you have any questions!
Mid-Year Update
As we are already approaching July, I wanted to provide some helpful updates to consider. Hopefully we continue to see strides in returning to normalcy. In the mean-time, here are some things to consider for 2021: Tax season 2020 – if you have not filed your return yet, please be mindful of the September business […]
Important Update – Firm Contact Info
Dear valued client, As previously mentioned, our firm information has changed (and our contact information as well). Please note the current email address and phone number: [email protected] (480) 980-7600 Also, tax season is well underway and we are here to answer any questions. You may also refer to our CLIENT RESOURCES page to access your […]
2020 Tax Season Update
Dear valued client, As we prepare for tax season, we would like to thank you for your continued support. In preparation for 2020 tax season, we are sending this to our clients to outline the process. If you received an invite to Intuit Link, you may disregard or use the information for reference in gathering […]
2020 is OVER! Now What?
As we reflect on the things that changed this past year, we can’t avoid some of our old habits or traditions. What are we referring to? Well, the new year often rings the bell for taxpayers to start gathering their details in preparation for filing season.
the HSA – why you should consider it
Well, not everyone qualifies for an HSA. You have to have a high deductible plan, and you will need to check with your insurance provider to make sure your plan is compatible. If you qualify, then it’s a good idea to look at this as an option if you expect to have any medical expenses.
Is a Mortgage Really “Good Debt”?
Understanding your options, weighing them against each other, and figuring out the best path for your financial picture is the name of the game. This can usually be done in a written financial plan which simulates the different outcomes over the long-term.