Situations When You Might Need Advice

“Throughout your lifetime, you’ll encounter situations that may require guidance from an experienced professional. We seek to serve as your one-stop tax resource, helping you navigate the important milestones and decisions you face in life.”

Deb Towers, CEO, CSA, Enrolled Agent, FNTPI

The following are occasions when you may need advice. Our Team is Ready to Help.

Starting, buying, selling, or closing a small business

Changing or leaving a job

A raise or promotion

Before receiving a distribution from a 401K or pension plan

Buying or selling a house or rental property

Refinancing your current home

Receiving an inheritance

Making a charitable contribution

Giving or receiving a gift over $13,000

Anytime your investment time horizon changes

Retiring or starting to receive Social Security

Having a child

Questions about financing your own, your children’s, or your grandchildren’s education

Any situation where you would just want to talk or get a second opinion