2024 Tax Season Updates – March 2025 March 4, 2025 Tax Season Update – March 2025As tax season progresses, we want to remind our clients that we are here to assist with a smooth and efficient tax preparation process. Our goal is to ensure you receive your tax...
Stay Vigilant: Protect Yourself from AI-Driven Scams This Holiday Season November 11th, 2024 Reminder: Be Wary of Modern Scams Busier than usual schedules and inboxes make the last quarter of the year a prime time for fraudsters to target individuals and families....
Client Notice: Tax Document Delivery and Reminders We wish all our readers a very Happy New Year. As we start 2024, we look forward to helping our clients in simplifying their upcoming tax season. Our reporting team will begin saving the investment account documents...
October 3, 2019. By Jennifer Wolfsberg: Just when you think you have heard them all, opted out of every list, and blocked every unknown address, your junk mailbox erupts or you pick up the phone only to hear an AI operator promising to forgive your student loan, make...
September 21, 2017. By Matthew Okaty: The recent Equifax cybersecurity breach should serve as a wake-up call for everyone. With approximately 143 million consumers’ personal information exposed, the consequences of the breach are sure to be significant and felt for...
