OPEN ENROLLMENT IS COMING:

Over the next 60 days, more than 100 million people will complete Open Enrollment for their 2027 benefits. With the average US Family spending over $6000/yr for health insurance alone, its concerning that most will simply choose the plan closest to whatever they had in 2026 without considering weather or not its still the right plan for them!

Instead, I would encourage you to think about your lifestyle, your actual benefit usage and the potential tax implications before locking in your 2027 benefits. So here are some ideas to get you started: 


- There are 75 million people who pay for optional dental insurance but don't go to the dentist, wasting hundreds of dollars per year.

- Between $3 to $4 Billion dollars will be forfeited in 2026 alone from unused FSA funds.

- 34% of American Workers don't get the full matching funds in their 401k, costing them nearly $50,000 (on average) at age 65.

-Only 5% of those eligible use the Dependent Care FSA, potentially costing them $1000's in tax savings vs the dependent care credit.

Don't let these and other opportunities pass you by again in 2027, Annual Enrollment Benefit Reviews are FREE and can be scheduled at the link below!

OCT 15 • EXTENSION Filing Deadline

If you filed for an extension way back in April, then the time for you to act has come! With the October 15th Deadline is coming up fast;

Don't Wait any longer!

Gather all of your tax docs together and click the link below to schedule some time to get your questions answered and to get filed ahead of the deadline to avoid the penalties. 


Some other BIG News:


Over the next few weeks I will be relocating BOTH my Iowa Falls & Ankeny Offices. Although the long term impact will be minimal (since both offices are staying in the same cities) in the short term, specifically the next 30 days, I will be changing my hours slightly and will not be in the office on the same schedule. So please call, text, or check my calendar before coming in.

I am excited and believe that both of these new locations will help me provide a better experience to everyone in both cities & the surrounding areas. So, please keep an eye out for the announcements of my new locations and when they will be officially open!