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Who We Are
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
What We Do
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
Why We Do It
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.
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 2New Years Day OFFICE CLOSED
January 16Martin Luther King Day OFFICE CLOSED
January 174th 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 153rd 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.