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Greetings!
Thank you to all of our tax clients, new and old. This was a record tax season for us, and we appreciate your business! I have a few important pieces of information to pass on to you so please be patient with me as I know this is a long email.
Next week, Deana and I will be attending a conference in NYC so the office will be closed Wednesday- Friday. I will also be out of the office either the 2nd or 3rd week of May for a much needed vacation:) We are still making arrangements, but since you will not have another newsletter until May 15th, I wanted to give you some notice. Deana will be contacting you if you have a review around that time to make sure we don't miss it.
Most importantly, now that tax time is over, it is time to focus on tax efficient planning and financial reviews. We offer a unique service because we have the advantage of tax, retirement, and income planning in addition to an Investment Advisor Representative all under one roof!
We encourage you to call us for your complimentary review. We will spend an hour reviewing your situation and helping you to have a better understanding of your particular situation. Call us at 808-2224.
Lastly, we hope you will join us on facebook. We offer a business page instead of a personal page so that none of your photos or personal information is shared with us or our other fans. By liking our page it simply allows you to see our tax and market updates as they change.
Sincerely,
Krista McBeath
McBeath Tax and Financial Services
Ph. 808-2224
www.YourRetirementSource.com
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