These comments are for information of current clients, but if you are new to the site, you are welcome to read the comments.
It's been a tough year for anyone with investments or annuities. Jobs and lives have been disrupted due to a challenging economy.
The federal and state tax laws are changing as quickly as the economy changes.
We are encouraging anyone with significant changes to schedule an appointment with me to discuss any financial or tax concerns.
Please read through the information posted on our web site which may answer some of your questions.
Thank you for your continued trust in our services.
We are here to help you and appreciate your business.
Phyllis Burdette, CPA and James Knoll, CPA
