Additional Information

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.

Tax Topics

Background Information

Here are some of my accomplishments and affiliations that I have been involved with over the last 3 years.

Individual Return Key Filing Dates

Key Federal filing dates for Individuals are listed here.

Recordkeeping Requirements

How long should you keep tax records? If your attic is getting filled up with old records, perhaps this will help.

Smart Finance

Smart Banking

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.

Service Excellence Pledge

Our Business Pledge

Even though we have clients who range from vice presidents of major companies to students who work part-time,our commitment to each client is consistent.Review our pledge and you will completely understand.