An annual letter is sent out each year to both our business and tax clients reminding them that the year-end is near and they need to review their tax-based transactions for the year to see if anything needs to be done prior to year-end. We suggest that they look at their capital gains and losses for the year, itemized deductions, etc. Tax letters or booklets are sent out during the year if there have been any changes in the law.

     
 
  

Tax Happenings is information available on our web page for those clients that prefer to use their computers to review on line pertinent tax changes and updates.