Tax Planning Time

Many of you know that we send out tax planning letters for both businesses and individuals each year. Well, the wait is over because here they are! Below you will find two letters – one for individuals, and one for businesses.

Unfortunately, the big caveat is that things could still change before year-end, so we’ll do our best to keep you posted!

Please read the attached individual planning letters for potential tax savings ideas for 2019. Please contact us if you have any questions, or if you need assistance with the implementation of anything mentioned within these letters.

2019 Business Tax Planning Letter
2019 Individual Tax Planning Letter