|
Greetings!
Attached is your February Newsletter. We are keeping extremely busy with tax preparation. We are currently booked out through early March and the calendar will continue to fill up. If you are going to have us prepare your return this year I strongly encourage you to call and reserve your appointment.
Again, 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!
Lastly, it is a great time to sit down and review your financial plan and look at any tax saving strategies. If you would like to schedule a 30 minute complimentary consultation, call us at 808-2224.
Sincerely,
Krista McBeath
McBeath Tax and Financial Services
Ph. 808-2224
www.YourRetirementSource.com
|
Seniors Are Often Targets of Scams |
|
 Anyone can fall victim to a financial scam, but seniors tend to be particularly popular targets.
Learn More
|
Women and Estate Planning |
|
They say men are from Mars and women are 
from Venus, but is this true when it comes to
estate planning? Absolutely. And because women often find themselves in such different circumstances than men, it is even more crucial for them to educate themselves about estate planning, and consult an experienced estate planning professional. Learn More
Back to Top |
Inheriting an IRA--What You Need to Know |
|
The rules governing inherited IRAs can be complicated. 
Here are the major issues to consider.
Learn More
It is very important that an Inherited IRA is handled properly. If you become the beneficiary of an IRA, please contact us before you request any rollovers or distributions to ensure that it is done properly.
Back To Top |
