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TAX SEASON OFFICE HOURS  :  

Monday - Thursday: 9am - 6pm; Friday: 9am - 5pm;  Saturday: 9am - 1pm

 

Here at Tax & Investment Group it is our top priority to ensure the health and safety of our clients and staff members.  Our office is currently requiring all clients to wear masks and practice Social Distancing

 

Our office will continue to limit face-to-face Investment and Income Tax Appointments. We require all tax documents to be brought into our office at least 1 week prior to any scheduled appointments. If you are not able to drop off your tax documents, upon your arrival you will be asked to leave all documents with the receptionist and wait in your car until you are called in. 

Please utilize our secure drop box located at the front of the building or mail, e-mail or fax your questions/documents to our office. Your tax preparer will then review and contact you with any additional questions. 

The IRS has announced that the nation's tax season will start on Friday, February 12, 2021. To speed the process, we highly encourage those who have their tax documents to get into file prior to that date. We can then submit your return which will then be held in a que until the IRS begins accepting returns on February 12th.

 

We apologize for this inconvenience but trust that as our valued clients you will understand that we are all in this together and with your cooperation, we will get through this together.

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Check the background of this financial professional on FINRA's BrokerCheck