Tax Reminders

Tax Reminders



Tax season is here again so we are sending a couple quick reminders.

  • 1099 Forms will need to be issued by January 31, 2019, click here for more details.
  • The client portal feature is available for transferring data, click here for more details.
  • The annual client organizer has been mailed. The questionnaire portion covers pertinent data we need for each year’s return. The prior year’s data is included for your convenience.
  • Please watch for time & tax sensitive data that will begin to arrive in the mail this month that you can submit with your organizer
  • Please contact us if you have any questions.

    Be wary of unsolicited attachments, even from people you know. Just because an email message looks like it came from your mom, grandma, or boss doesn’t mean that it did. Many viruses can “spoof” the return address, making it look like the message came from someone else. If you can, check with the person who supposedly sent the message to make sure it’s legitimate before opening any attachments. This includes email messages that appear to be from your ISP or software vendor and claim to include patches or anti-virus software. ISPs and software vendors do not send patches or software in email.