Summer 2015 Newsletter for Individuals

Happy Summer! We hope you are all taking the time to enjoy the great outdoors this time of year. It was great seeing you all this tax season or at least touching base over the phone if we didn’t see you in the office. Tax season is always a little chaotic but it’s always our favorite time of year when we see those whom we only work with once a year.

As the hustle and bustle of tax season is behind us and the lazy days of summer are upon us, now is a great time to schedule a meeting with your tax preparer to do some tax planning. If you have had some changes recently such as your income has changed, your marital status has changed, or you’ve started your own business or are working as a contractor, you may want to meet with your preparer to discuss what you can do now to avoid a high tax bill next April.

Are you contemplating retirement or have you received an inheritance recently? This may be a good time to warrant a meeting with your preparer or one of our Financial Advisors, Justin or Alex.

Do you need help straightening out your QuickBooks or have you gotten fed up with the time you are spending on your company payroll? Do you want more time to spend performing the services that you went into business to perform in the first place rather than spending so much time doing the accounting for your business?

If you or someone you know needs assistance with any of the above this summer, please don’t hesitate to give us a call.

Have you visited our website lately? We work hard to bring you lots of useful information and answers to FAQs. You can also connect with us on Facebook or LinkedIn.

Have you used our online portal? You can access your tax returns 24/7. Need to send a copy to your bank asap? Call Mandy to find out more about this.

What We’ve Been Up To…

This is the time of year when our staff gets educated with new tax updates and continuing education requirements. Dan, Mike, Rick, and Stephanie have been hard at work attending seminars to make sure they are on top of the industry changes. Rick and Mandy just returned from California for a weekend management seminar. The staff will be hard at work this summer moving the Bloomington office at 98th Street. More information regarding this move will follow. In the meantime, the main office in White Bear will be able to assist you with any accounting, tax, or consulting needs while Dick has very limited office hours.

For entire newsletter, please open the PDF file.