TWILLEY, ROMMEL & STEPHENS P.A

News & Blog

Year End Letter

7.10.2016
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October 4, 2016

Dear Valued Client,

As the year draws to a close, now’s an excellent time to review your current tax planning strategies to ensure they’re still meeting your needs and to develop plans for 2017. It’s also a good time to take advantage of last-minute planning opportunities that could save you money now and in the coming year.

With all that in mind, please contact us at your earliest convenience to discuss your tax outlook so that we can develop a customized plan that will address your specific financial concerns. In the meantime, here […]

October 2016 Newsletter

3.10.2016
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This month’s newsletter is full of ideas and suggestions that can help you with ongoing financial management and tax planning.  It contains information on:

Financial Steps to Take After a Child Is Born
Investing in Gold Can Be Taxing
What Goes Into a Wellness Program?
Tax Calendar

CPA Client Newsletter October 2016 from TR&S CPA 

Click to Read!

This CPA Client Tax Letter is provided by Twilley, Rommel & Stephens P.A.  to its clients through an arrangement with the AICPA, which holds the copyright to the CPA Client Tax Letter […]

Beware of this IRS Scam

30.09.2016
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2014 Year-End Tax Planning

Information for Taxpayers Regarding Tax Scams

An aggressive and sophisticated phone scam targeting taxpayers has been making the rounds throughout the country. Callers CLAIM to be employees of the IRS, but are NOT. These con artists can sound convincing when they call. They use fake names and bogus IRS identiication badge numbers. They may know a lot about their targets, and they usually alter the caller ID to make it look like the IRS is calling.

Remember:

The IRS or State Taxation Agency will:

NEVER Call to demand immediate payment method
NEVER Threaten to have you arrested
NEVER […]

September 2016 Newsletter

7.09.2016
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This month’s newsletter is full of ideas and suggestions that can help you with ongoing financial management and tax planning.  It contains information on:

Customization Comes to Target-Date Funds
Drawing Down Your Portfolio in Retirement
Setting Paid-Time-Off Policies
Tax Calendar

CPA Client Newsletter September 2016 from TR&S CPA 

Click to Read!

This CPA Client Tax Letter is provided by Twilley, Rommel & Stephens P.A.  to its clients through an arrangement with the AICPA, which holds the copyright to the CPA Client Tax Letter and reserves all rights […]

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