news & updates
February 2022 | Issue 13
Beat The Masses, Get Ahead On Your Taxes
Tax season is officially upon us and the filing deadline to submit 2021 tax returns or an extension to file and pay tax owed is Monday, April 18, 2022, for most taxpayers.

Accountants' schedules fill up pretty quickly so it is important to call your accountant or CPA to schedule your tax appointment today! Need a recommendation for a financial professional in your area?
Don't Get Scammed This Tax Season
Fraudsters never miss an opportunity to strike and tax season is one of their most favorite times of the year!

Seniors should be extra mindful of suspicious activity and peculiar interactions over the next few months. Con artists have become quite convincing over the years and the IRS imposter scam is one of the most prominent means of identity theft in older adults.

COVID Updates
Introducing the Digital COVID-19 SMART Health Card
Many places are requiring people to prove they have been vaccinated against COVID-19 before they are able to enter. In addition, there are many instances where we need to access our vaccination information but might not have the hard copy of the vaccination card readily available.

Now, you are able to access all of your vaccination information online and save it for easy use in the future!