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Investments

3 Reasons to Review All of Your Investment Accounts Today

One of the best strategies for investing is to invest and then forget about it. Study after study shows that people who select well-rounded funds and investment selections do better…

David RobertsJanuary 15, 2021

Individual Tax

How to Deal with Bitcoin Once It’s Tax Season

While the tumultuous gold rush of Bitcoin in 2017 may be over, it did make Bitcoin a more common currency in day to day operations. If you do freelance work…

David RobertsJanuary 15, 2021

Business Tax

Individual Tax Planning: All About the Fresh Start Initiative

The Fresh Start Initiative, introduced by the Internal Revenue Service (IRS) in 2012, enables qualified individuals an extension on paying overdue taxes. Typically, those enrolled in the program are unemployed…

David RobertsJanuary 15, 2021

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To set up a no-obligation appointment with us to discuss your taxes and your retirement, send us an email, or book an appointment now.

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3 Reasons to Review All of Your Investment Accounts Today

How to Deal with Bitcoin Once It’s Tax Season

Individual Tax Planning: All About the Fresh Start Initiative

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CONTACT US

To set up a no-obligation appointment with us to discuss your taxes and your retirement, send us an email, or book an appointment now.

To set up a no-obligation appointment with us to discuss your taxes and your retirement, send us an email, or book an appointment now.