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Empowering our clients to take control of their financial future in helping build, protect and distribute their wealth.

Who We Are

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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What We Do

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Why We Do It

We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.

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Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

2017

Holidays & Deadlines

January 2 New Years Day OFFICE CLOSED

January 16 Martin Luther King Day OFFICE CLOSED

January 17 4th Installment of previous years estimated taxes due

February 20 Presidents Day OFFICE CLOSED

March 15 Tax Deadline or request extension to September 15

Form 1065, U.S. Return of Partnership Income

Form 1120S, U.S. Income Tax Return for an S Corporation.

April 14 Good Friday

April 18 Tax Deadline or request extension to October 16

First Installment of 2017 Taxes Due

Last Day to contribute a Roth or traditional IRA for 2016; HSA for 2016; Keogh or SEP for 2016.

Form 1040, U.S. Individual Income Tax Return;

Form 1041, U.S. Income Tax Return for Estates and Trusts (extensions until Sept. 30)

Form 1120, U.S. Corporation Income Tax Return (extensions until Sept. 15 until 2026, see note below)

FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR) (any late filing penalty for a first-time filer may be waived)

May 15 Tax Deadline or request extension to November 15

Form 990, Return of Organization Exempt From Income Tax (series).

May 29 Memorial Day OFFICE CLOSED

June 15 2nd Installment of Estimated Taxes due. 

July 3&4 Independence Day OFFICE CLOSED

July 31 Tax Deadline or request extension to October 15

Form 5500 for employee benefit plans

September 4 Labor Day OFFICE CLOSED

September 15 3rd Installment of estimated taxes due

October 16 Tax returns due for those requested an extension

November 23&24 Thanksgiving OFFICE CLOSED

December 25 Christmas  OFFICE CLOSED

December 31 Last day to pay for expenses for itemized deductions.