January 5, 2012We hope that your holidays were both relaxing and joyous! The New Year is here, and with it brings resolutions. Our resolution is to continue to improve client services so that your experience with our firm is always rich. Enhancing our services means many things to us—from upgrades in technology to expanding and enhancing service offerings.Over the past year, we’ve had a steady focus on technology—implementing the latest and greatest applications to ensure that you always have 24/7 access to your information and can exchange, upload, and review your financial documents with ease and efficiency. We’ve also dedicated a great deal of time to evaluating our services and making adjustments where needed. Overall, we want you to stick with us for the long term—and that means we will always keep our resolutions!What about you? What are your resolutions? We certainly hope one of them is to continue to improve your financial health—both on a business and individual level. The New Year is the time to re-focus, re-evaluate, and re-vamp processes and operations— ultimately enhancing your financial status. We are here to help you do that…today and throughout 2012. Let’s resolve together to make this happen.We look forward to continuing a positive and successful relationship. Happy New Year!
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.