Additional Information

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Welcome to the Resource Center. Visit this area to find out what is new in taxes or gain insight in financial management.

Topics will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.

Client Loylty Coupons

This page will take you to our customer loyalty website. There are hundreds of Dollar Saving coupons for you to use. Print out as many as you like and come back often.

Tax Topics

Key Federal filing dates for Individuals are listed here.
How long should you keep tax records? If your attic is getting filled up with old records, perhaps this will help.

Smart Finance

Have you noticed that most major banks are announcing record profits? What can you do to become a smart bank shopper? Here are some tips.