Online Client Portals Are Now Available

We are happy to provide our services to our clients during these rapidly changing times. The health and safety of our clients and our staff are uppermost in our minds. We are happy to announce that we have added another secure, contact-free way to submit financial information to us. Client Portals are now available to More

IRS Unveils New “People First” Initiative

R-2020-59, March 25, 2020 WASHINGTON — To help people facing the challenges of COVID-19 issues, the Internal Revenue Service announced today a sweeping series of steps to assist taxpayers by providing relief on a variety of issues ranging from easing payment guidelines to postponing compliance actions. “The IRS is taking extraordinary steps to help the More

Statement Regarding the Coronavirus Pandemic

Statement Regarding the Coronavirus Pandemic March 27, 2020 To Our Valued Clients: We are all concerned about the current COVID-19 pandemic that is affecting of our daily lives. Schools, restaurants, theaters, churches and businesses have all closed their doors to help prevent the spread of the coronavirus and decrease the number of people who may More

Congress Extends Disaster Tax Relief Act

On December 20, 2019 the “Taxpayer Certainty and Disaster Tax Relief Act of 2019” was signed into law. There are several provisions that may affect an individuals’ or employers’ taxes. For more information on any of these items please call our office at 518.636.5166 or email Rick. Exclusion from gross income of discharge of qualified More

New Law May Affect Your Tax and Retirement Planning

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) was signed into law in December 2019.  This landmark legislation may affect how you plan for your retirement. Many provisions of this law go into effect in 2020, which means now may be the time to consider how these new rules may affect your More