We wanted to share with you some quick tips for staying safe and compliant.
Happy Tax Season
Remember to check for two sets of tax forms potentially if your account was at both TD Ameritrade and Schwab last year. Contact our office if you need additional help.
Cyber Security Tips for Clients
We wanted to remind you of some best practices to keep your identity, personal information, and finances safe this tax season. Please review our Cyber Security Tips for Clients and feel free to share with those you care about.
Attention Business Owners
If you own a business or rental property, you may have to comply with a new law called the Corporate Transparency Act. You can learn more about it here and be sure to reach out to your legal counsel if you need further guidance.
As always, please reach out if we can help.