Year End Review & New Year Prep

Happy Holidays!

As we approach the new year, we want to thank you for working with us or consulting us, and address some things to remember in the coming year:

 -Review 2017 – This will give you an idea of what is needed and how it was used

-Review 2018 – Has anything changed that we should be aware of

-Start getting together those important receipts and other documents for eligible expenses

 -Phony IRS emails and calls are about to start – remember the IRS will never contact you by social media or email nor will they try to get your credit card information or personal data

-Most importantly, don’t forget we are there to walk you through step by step

We hope 2019 will be your best year ever!