Tax Planning

Tax planning is a very important step in maintaining your personal financial health. While tax planning can be done any time of the year, we prefer to do tax planning in the fall. Fall tax planning allows you to look back at the current year and fix any potential problems before year end and simultaneously look ahead to the coming year. Some strategies to improve your financial situation include:

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IRS Phishing Scams and Cyber-Security

The majority of people are all too familiar with emails that contain enticing subject lines. Unfortunately, if it sounds too good to be true, it probably is. A popular new trend in phishing scams is for criminals to pose as IRS agents either offering refunds, or threatening collections if fines and back taxes aren’t paid. Some of these imposters even intimidate victims via telephone. The fraudsters threaten jail time if not immediately provided with personal credit card information to pay "back taxes."

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