Please open this link to receive our Client Annual Checklist, which includes a schedule of activities that you need to complete by year end for gifting and retirement accounts, activities to complete by March 15th to assist your accountant in preparation of your return, and activities you should be thinking about on an ongoing basis.

 

 
                                                                                    Yours sincerely,                      
                                                                                                                                   
                                                                                    David Edwards
                                                                                    President