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"News You Can Use"

These online posts aim to keep you up to date on the latest tax and accounting news. If you see an item of particular interest, please give me a call to discuss how that might (or might not) apply in your particular situation.

(For other updates and items of interest, please visit the Smorgasbord section.)


Client Update Newsletter: March 2024

Missing tax documents can mean missing the date you're hoping to get your tax refund. In this month’s newsletter, read about common tax items that if missing, could cause a delay in filing your return.

Also read through several ideas for building an emergency fund when money is scarce, ideas to consider when interest rates change, and the perils of too much social media.

Please enjoy the information and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help.