Individual Tax Organizers
If you are an individual tax client, you should receive your organizer packet by mid-January. Should you have any questions regarding the organizer packet, please let us know.

2014 Tax Legislation
In late December, the ABLE Act was signed. As a result, several personal and business tax deductions were reinstated. For a full analysis of the law, please visit the following
CCH Tax Briefing.


Calls from the IRS
It has been brought to our attention that some clients have been solicited via telephone by individual claiming to be from the IRS. Please note that the IRS will only contact you via regular mail. For more information, please visit the following IRS Bulletin.

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