It's that time of year again... tax season. Please put together your yearend Financial Statement and send us a copy for our files. We will also need a copy of your Federal Tax Returns when you finish those. We have found the easiest way to send your tax returns to us is to have your accountant send them securely from their office when they are completed. If you are sending them yourself, call or email our office so we can send you an email with a secure link. This will ensure that your personal information is safe. 

Donna Kessinger can be reached at 888-398-4119 or, and she would be glad to help you. Paper mailing is always acceptable as well.