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Laying the Groundwork for Tax Season

January 10, 2020

Smart moves at the beginning of tax season can help get your financial house in order.

Contrary to popular belief, tax planning isn’t limited to the months between year-end and April 15. In fact, smart tax planning goes beyond deductions and credits and should be incorporated throughout the year. As Americans prepare to file their returns, let’s take a look at what we should be thinking about for tax season and beyond.

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JSF NEWS: CPA’s Tax Appreciation Baskets

April 10, 2018

It’s that time of year again. Tax Season! We know that it can be a stressful time for clients and their CPA’s – so we put together these “tax” baskets to help our local CPA partners get to the finish line.

April 17th is the deadline this year and it is right around the corner. If you have not received your Raymond James tax forms please give us a call and we will get them to you ASAP.

Thank you to our office manager Angela Cook for spearheading this much appreciated project. The baskets look great!