We'll Open our Appointment Books on December 15th
If you want to set your appointment for preparation of your 2010 tax return, contact Gina starting December 15th -
where did the year go???
We'll also have our organizers available by the 15th of December - as always, we ask that you contact Gina directly to obtain your organizer. We don't accept email requests for organizers for security reasons
It's Time to Look Forward
As year end approaches, it's always a good idea to look forward in regards to tax and financial matters.
Do you have your will or trust up-to-date?
Have you named the proper beneficiary on your IRA, 401k or other tax-deferred retirement account?
Have you set aside instructions for your survivors as to where they can locate your personal financial information?
Do you have a health care directive?
Have you looked at your current mortgage to see if it can be refinanced or if there are other, better mortgage programs that you might be able to qualify for?
Are you maximizing your retirement plan contributions?
Do you know who is going to win the Super Bowl? Oh, sorry, that's for another newsletter!!!
Be proactive in managing your personal financial affairs!
Online list of notaries public