We hope that 2018 was a happy and prosperous year for you.
We recommend you book your appointment ASAP (even if you haven’t received all your tax documents) so we can implement tax planning opportunities before the tax filing deadline. We have appointment availability the following times, starting on Feb. 1st:
Monday - Thursday: 9 am - 7 pm
Friday: 9 am - 6 pm
Saturday: 9 am - 4 pm
We take the noon hour off for lunch. If you call and get voicemail, please leave a few good dates and times and we’ll return your call with an appointment. The same can be done via email. You are also welcome to mail, FAX, or email us your tax information, in lieu of having a face-to-face appointment. Rick Merrill is also available for appointments and questions. He is an Enrolled Agent with the IRS and has years of experience. For our SpaceX clients, please ask for Kevin Connors.
It’s been an interesting year with a few important tax changes that may impact you. Some taxpayers will pay less tax, but due to problems with the IRS’s published withholding tables, many taxpayers will be under-withheld on their paychecks. Here are some highlights:
We are transitioning away from using AOL as our email address. Here are our new email addresses. For general questions, please email Ron.
Ron’s email: firstname.lastname@example.org
Rick Merrill: email@example.com
Paul Perez: firstname.lastname@example.org
We look forward to hearing from you and catching up on the events of the past year.