Tax Updates/Alerts


Virtual Tax Filing

Virtual tax filing is available in the comfort of your home. We provide encrypted file uploading, virtual consultations, e-signing for tax documents and electronic filing of tax returns to the IRS and state agencies.

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Should You Consider a Roth Conversion?

The end of 2021 is nearing, and you are contemplating tax strategies and planning how to minimize income tax liability for either this current tax year and/or future tax years. You may have heard from financial institutions, friends and/or family encouraging you to convert a Traditional IRA into a Roth IRA.   Well, should you? The

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FAFSA Enrollment Is Now Open

The Free Application for Federal Student Aid (FAFSA) for the 2022-23 academic year became available on 1 October 2021.  Now is the time to take advantage of completing your student(s) application for priority consideration by the academic institution your student(s) are attending.

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