Tax Changes for 2019

January 3, 2020

TAX CHANGES FOR 2019 Listed below are some of the tax changes that will affect your 2019 tax return. Solar…

ASKING THE TAX MAN FOR FINANCIAL ADVICE.

September 3, 2019

I am often asked by my clients what I recommend for them to invest in with their savings.  My response…

Is it the IRS or a scam?

July 22, 2019

The IRS called me just now and said I owe back taxes, and if I don’t pay right away they…

How long should I save my tax records after tax season?

May 9, 2019

I get this question all the time.  My answer simply is this. It depends. People generally save their tax records…

11 Differences between Mortgage Brokers and Banks

November 6, 2017

What is difference between Mortgage Brokers and Banks and Credit Unions mortgage lending divisions? A common misperception is that Mortgage…

Welcome

March 21, 2016

Welcome to ! Please check back for future articles and information.