Getting Started

Fast Start During Tax Season

Don’t just file your taxes this year. Resolve to take action to reduce taxes and put the savings to work building long term wealth. Benefit from the wealth-building effect of compound tax-free growth of your investments. Let’s discuss a plan that works specifically for you. The 2017 tax season is now underway so call or text for information on how to get started with fast, secure, online tax planning and filing service.


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2 thoughts on “Getting Started

  1. Took interest in your comment/article on with regard to Pennsylvania’s aggressive treatment of unreimbursed business expenses and the 100% audit trigger. Question- have you seen any evidence that taking the deduction (and the subsequent audit) triggers the DOR to “look back” at prior returns and audit those as well?

    1. Hi Ed: No, I haven’t seen that look back to prior years.
      But it seems that the state’s effort was pretty effective. The preparers I chat with are scared to take the deduction now.

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