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Welcome to the Resource Center. Visit this area to find out what is new in taxes or gain insight in financial management.

Topics will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.  CONTACT E-MAIL --   frontdesk2@comcast.net

For the latest up to date information be sure to read the "Newsletter" edition.  We have the current month and we archive the older additions, so be sure to view the letters monthly.

Tax Topics

RECEIVE MORE INFORMATION

SEE THE 5 TIPS FOR NEWLYWEDS &/OR RECENTLY DIVORCED.
REVIEW OUR FINANCIAL CALCULATOR.
BUYING/LEASING VEHICLES.
MORTGAGE INFORMATION

INSURANCE REQUIRMENTS 2017

Forms 1095-A, 1095-B, and 1095-C are needed to complete your current tax return. Be sure to bring them. Call your insurance company early.

MARITAL STATUS CHANGED THIS YEAR?

Be sure to contact your tax advisor if you got married OR divorced before the end of the year. See our information of what you need to do as soon as possible.

Financial Matters

CHOOSE AN ENROLLED AGENT!

License to practice before the IRS. Govern under Circular 230. Respected by the IRS. The expertise you'll need and want.