Hello, newsletter subscribers and happy belated Thanksgiving! I hope you and your families all had a wonderful holiday. Now that we are squarely in the middle of the holiday rush, with that oh-so-brief gap between Thanksgiving dinner and eggnog, here is another item to your to-do list….year-end tax planning for both your business and personal finances.
It is time to wrap up those last minute deductions, credits, and contributions.
For those of you who already use my services for their personal and business comprehensive financial services, rest easy, I will take care of these activities for you – go out and enjoy your holiday shopping and time with your family and friends. I will follow up with an update for each of you individually shortly.
For those of you who don’t use my comprehensive services….why not?
Not only can I help solve your Quickbooks and tax related questions, but my comprehensive services include a full array of financial services that allow you to outsource all your financial needs under one roof! Imagine the convenience and the time and money you would save, time that could be spent on your business, or family, by outsourcing your bookkeeping, tax planning/returns, investment management, insurance planning, retirement planning, and other financial concerns to one trusted, experienced advisor.
I invite you to contact me today to learn more about the experience that many others have called one of the best decisions they ever made.
We can schedule a time to talk on the phone and, within minutes, you will discover that I’m not a slick selling advertising machine, but a down-to-Earth, honest, experienced advisor that may be able to help you re-focus and improve your business and personal finances, making 2013 your best year yet.
Happy holidays to you all – thank you all again for subscribing to my newsletter and a special thank you to those of you who contact me with suggested topics and comments. It is my pleasure and honor to be able to help you. Thank you for the opportunity to serve.