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Greetings!
Attached is your January Newsletter. Tax time is upon us and our phones are getting busy with tax appointments. If you have not done so already, please contact us to schedule your appointment at 808-2224
Our base return price this year is $69. We have not raised our prices in 4 years, but due to some new IRS regulations for tax preparers I felt it was time. Our rate of $69 is still a bargain as it includes your income, investment income and itemizations, along with your state return...and we e-file it for you free of charge!
For those of you who like to prepare your own return, you can now do so from our website. The 1040EZ is even free.
Sincerely,
Krista McBeath
McBeath Tax and Financial Services
Ph. 808-2224
www.YourRetirementSource.com
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Keeping Market Volatility in Perspective |
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 When markets are volatile, sticking to a long-term investing strategy can be a challenge. Though past performance is no guarantee of future results, it might help you keep the ups and downs in perspective to see how recent market action compares to previous market cycles. Learn More
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Retirement Plan and IRA Limits for 2012 |
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Many retirement plan and IRA limits are indexed for inflation each year. Some of the key numbers for 2012 are discussed below. Learn More
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You don't want to pay more in taxes than you have to. That means taking advantage of every deduction and credit that you're entitled to, and recognizing potential opportunities to save. It also means staying on top of deadlines, and avoiding mistakes that could prove costly down the road. So, here are some things
to keep in mind this filing season.
Learn More
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