by Erik Cocks | Jan 25, 2019 | client
Office hours during tax season are M-F 8:30-5:00 at the Clearwater office and M, W and Th 9:00-4:30 at the Lutz/Land O’ Lakes office. by Erik Cocks | Jan 25, 2019 | client
Your tax organizers have been delivered electronically. Please login to your client portal to access your organizer and submit your tax documents to us electronically. by Erik Cocks | Jan 25, 2019 | client
The Internal Revenue Service (IRS) has announced that tax season will open on Monday, January 28, 2019. The IRS will begin accepting paper and electronic tax returns that day. The IRS made the start date announcement despite the ongoing government shutdown. by Erik Cocks | Dec 3, 2018 | client
Make this the year of complete organization! Upload all of your information to your client portal and make your record keeping easier. by Erik Cocks | Dec 3, 2018 | client
We will be closing early on Fridays at noon through December. If you plan on dropping by information at the office, please make sure we are there to receive it. by Erik Cocks | Dec 3, 2018 | client
Start getting your paperwork together for the first of the year. Documents include paystubs, investment account year end statements, bank account information, loan statements, and property statements.
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