2024 News & Updates

As we approach the final weeks of 2024, we want to let you know about our holiday schedule and item are focused on working on for you during this period.

First, we want you to know that we appreciate you and are here to help you in whatever way we can. We hope you can take time during the holiday season to relax, have some fun and enjoy time with your family and friends.  We are looking forward to doing the same.

We want you to know about our planned office closure periods to allow you to plan when you can reach us.

Thanksgiving

We will be closed on Thanksgiving Day and Friday, November 29th to spend time with our families and friends. We are open on Monday, Tuesday and Wednesday with at a minimum staffing level.

Christmas and New Year’s

We will be closed for the week of December 23rd through 27th.  We will also be closed on New Year’s Day, January 1, 2025.

Our End of Year Focus

For our financial planning and investment clients, we are focused on end of year tax planning and evaluating your investment portfolios to take and advantage of any securities that have declined in value to “harvest tax losses.”

For our tax service clients, we are working to send you our annual tax package with instructions for working with us in early 2025 on your 2024 tax filing.