Fall...Plan to enjoy.

Here we are...Fall.  If you are like me you wonder where the summer went, you're kinda sad to see it go and yet you welcome the cooler days and nights which arrive with the fall colors.  As you get out and enjoy this fall here are some items to remember:

• By this time of year you should have paid any 3rd quarter taxes you may have owed (they were due September 16).
• If your taxes were put on extension in April, October 15 is the final date to file your 2023 tax return. 
• If you own a business now is the time to start looking at your possible year end amounts so you can minimize your tax burden.  A sit down with a trusted tax advisor is highly recommended before the year is up.

As you do your research you may also use all the tools be found on my website.  

You will find:

Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Tax Organizers to assist with sorting out your tax information.

Information to tax and accounting news by reviewing the client newsletter.

Review Tax and Financial Topics of Interest in the Additional Pages section of our site

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.

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