It’s that time of year again, the time to investigate making last minute transactions and preparing to lower your tax bill as much as legally possible.  For those of you who have been our partnered with us, you know this also means it’s the time we send out our pre-scheduled appointments.

These should be arriving the 1st week of January.  As always, if an appointment is not convenient for you, please feel free to give us a call and our team will gladly find a better fit for you.  As always, we are expecting another busy season, so please call as soon as possible to schedule, re-schedule or setup a phone interview.  Merry Christmas and a Happy New Year.  We look forward to seeing you in the coming months.