It’s that time of year again, tax time is here! Our goal is to take the headache out of the tax filing process - we're here to help you make tax time less taxing. Every year, we strive to provide you with the best experience possible, and we take necessary steps to make the process easier and smoother than the year prior. New this year, we are happy to offer our clients the choice of using SafeSend Returns™ technology. Forget the printers, pens, stamps, envelopes and scanners – take care of the delivery, review and signature of your federal and state tax returns from the convenience of your computer, smartphone or tablet!

The recently passed appropriations bill includes the long-awaited SECURE (Setting Every Community Up for Retirement Enhancement) Act and other retirement-related rules. This act went into law on January 1, 2020.  This is the most significant change in retirement plan rules since 2006. 

Here is a summary of the major components:

  • The minimum distribution age increased from 70 ½ to 72
  • No more stretch IRAs, beneficiaries must withdraw all assets of an inherited account wit
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