The two most important preemptive actions you can take are entirely within your control: keep detailed tax records and supporting documents, and respond to any received IRS tax notice promptly and completely.
Although none of us want to consider it, what happens if there is a mistake? Maybe you received additional tax documents after you already filed the return, or perhaps your math was off and you provided your accountant with incorrect information.
We may pay taxes every year, but that does not mean it is a simple process. Did you know that making small errors while filing can add up to costly mistakes? This Wednesday, do not wait to learn more about common tax mistakes to avoid while filing this year.
According to several landmark studies in recent years, certain categories of drugs known as anticholinergics and benzodiazepines have been linked to elevated risks of dementia. Learn more in our blog today!
We help our clients plan forward everyday. From estate planning to business planning to making decisions surrounding long-term care, we are committed to you and our community. It doesn’t begin and end though with having the right documents in place.