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

Finally ! We made it to 2021. Let us hug are loved ones a little tighter and pray for a happy and healthy new year. This tax season will be like none other. There are too many changes to list but our team is prepared and ready to take on the challenge.

We can't wait to resume our normal face to face operations this upcoming tax season. If we are restricted by mandate in seeing 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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