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Toms River, New Jersey 08753

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Keeping Up with the Joneses When Markets React Understanding the SECURE Act

We do hope this message finds you healthy and well during these difficult times. As we get closer to Winter, the election behind us ( sort of ), we now look forward to year-end planning. We remind anyone who may have collected unemployment, that those benefits WILL be taxable on your 2020 federal return.

Our staff is back in the office. Our 2nd floor office is open by appointment only. We have implemented new pick-up and drop-off services that allows for the exchange of information in a socially distant manner. We can't wait to resume our normal face to face operations this upcoming tax season. If we are restricted by mandate to see each other face to face, we believe we have a great plan to mitigate this inconvenience.  

Please be aware of the scammers! They are out in force at this difficult time. The IRS will NOT email or call you asking for bank information. Most importantly, remember to check our social media platforms on Facebook and Twitter for the most up to date information.

Thank you for the understanding and God Bless America.


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