Additional Information

Welcome to the Resource Center. Visit this area to find out what is new in taxes or gain insight in financial management.

Topics will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.

Tax Topics

Recordkeeping Requirements

How long should you keep tax records? If your attic is getting filled up with old records, perhaps this will help.

Client Advisor

2012 Client Appreciation Raffle Winners

Smart Finance

Smart Banking

Have you noticed that most major banks are announcing record profits? What can you do to become a smart bank shopper? Here are some tips.